Loyalty Program Configuration

Modified on Fri, 17 Jan at 12:18 PM

Our points based loyalty program module allows you to encourage increased spending and drive customer retention with incentive points that can be earned and redeemed for a wide array of items, including services, products, memberships, gift cards, and packages. In this article, we will walk through how to configure the loyalty program.  


Things to know:

  • If you would like to add the loyalty program to your MyTime plan, please contact your Account Manager or support@mytime.com
  • For franchise businesses, the loyalty program is configured at the global (parent) level. Child accounts can opt in or out if they so desire. 
  • Only one loyalty program can be set up for an account
  • Once the loyalty program is configured, all clients are automatically eligible to receive loyalty rewards
  • The configuration possibilities include setting earning parameters, for example, earning 20 points for every $100 spent. Similarly, you have the flexibility to configure redemption rules, such as receiving $15 in value for every 100 points accumulated. 
  • Points are accumulated based on the cumulative activities or purchases across all members or pets linked to the primary account
  • Additionally, points are calculated on the total amount before taxes and tips and earned only when the ticket is closed
  • Earning points is not applicable for purchases made via gift card, membership credits or referral credits 
  • If a discount is applied to a purchase, points are earned only for the amount paid using cash, credit cards, other payment methods, or checks
  • Points earned do not include decimals, and the system rounds down. For instance, if the calculated total points after a purchase are 3.8, the actual total points earned will be rounded down to $3.
  • Loyalty points are only redeemable when the transaction amount meets or exceeds the required threshold for redemption. Learn more about loyalty redemption here.
  • Loyalty points earned and available are prominently displayed on closed tickets, as well as on emailed and printed receipts.


Configuring Loyalty Program 


Once the subscription is configured, log in at the parent level for franchise businesses and as the account owner for non-franchise businesses:  

  1. Navigate to Business Setup > Settings
  2. Locate the Loyalty Program Setting at the end of the page
  3. Set your preference for the Loyalty Program by entering:
    • Custom Name - This name will be visible to your clients across your booking widget, guest app, and receipts
    • Earning Rules - You have the flexibility to select the items for which users can accrue loyalty points upon purchase. By checking or clicking the box next to each item, you can define specific earning rules, specifying the percentage of points users earn for every $100 dollar spent on services, products, classes, memberships, packages, and gift cards.
    • Redemption Rules - You have the capability to establish your redemption rules, where a certain number of points equates to a specific dollar value.                                                                                                                                                                 loyalty.png
  4. Save


Viewing Loyalty Program Audit Trail


After configuring the loyalty program, any modifications or adjustments will be recorded in the audit trail, ensuring visibility and tracking of all changes made to the program. To access the audit trail:

  1. Navigate to Business Setup > Settings
  2. Locate the Loyalty Program Setting at the end of the page
  3. Click on the "View Audit Trail" hyperlink                                                                                                                                                                           loyalty 1.png
  4. All modification will be visible in the audit trail
Column Description
Date/Time Displays the date and time that any updates or alterations to the loyalty setting were completed
Modified By The name of the staff member who made the change or initiated the action
Modified Item The specific field that was either created or modified
Change In the event of an update, displays the original information
New Balance If there was a change, the new information is displayed
 

For more information, contact us at support@mytime.com.      

   

Related Articles:

Redeeming Loyalty Points in POS 

Redeeming Loyalty Points Online 

Loyalty Points on Client Profile 

Loyalty Program on My Account 

Loyalty Activity Report

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