Loyalty Program Configuration

The points-based loyalty program allows you to encourage customer spending and retention by awarding incentive points that can be redeemed for services, products, memberships, gift cards, and packages. This article explains how to configure and understand the loyalty program.

Things to know:

• To add the loyalty program to your MyTime plan, contact your Account Manager or support@mytime.com.
• Only one loyalty program can be configured per account.
• Once enabled, all clients are automatically eligible to earn and redeem loyalty points.
• For franchise businesses, the loyalty program is configured at the global (parent) level, and child accounts can opt in or out.
• Earning Points
• Points can be configured based on spending (e.g., 20 points per $100 spent).
• Points are:
• Calculated on the pre-tax, pre-tip amount
• Earned only when the ticket is closed
• Accumulated across all members or pets linked to the primary account
• Points are not earned on:
• Gift card purchases
• Membership credits
• Referral credits
• If a discount is applied, points are only earned on the amount actually paid.
• Points are always rounded down to the nearest whole number (e.g., 3.8 → 3 points).
• Redeeming Points
• Redemption rules can be configured (e.g., 100 points = $15).
• Points can only be redeemed when the transaction meets the required threshold.
• Points used for redemption are deducted using a first-expiring, first-used approach. Example:
• A client has two batches of points:
• 100 points expiring in 10 days
• 200 points expiring in 30 days
• Point Expiration
• The ability to configure loyalty expiration is controlled by the Enable Loyalty Program hidden setting
• Expiration settings are configured at the parent level for franchise businesses
• Points do not expire all at once. Each time points are earned, they are stored as a separate “bucket” with its own expiration date (e.g., 90 days from the earn date)
• When points are refunded, their original expiration date is restored
• Reporting & Visibility
• Loyalty points earned and available are displayed on:
• Closed tickets
• Printed and emailed receipts
• Staff can track point expiration in:
• Client Profile: View point “buckets” and expiration dates in the Edit Loyalty Points modal
• Loyalty Reports:
• Includes a “Points Expired” column
• Summary view shows total expired points per client
  
• Detail view shows individual expiration events alongside earning and redemption history

Contents: 

• Configuring Loyalty Program 
• Viewing Loyalty Program Audit Trail

Configuring Loyalty Program 

Once your subscription is set up, you can configure your loyalty program settings. For franchise businesses, log in at the parent level. For non-franchise businesses, log in as the account owner.

1. Navigate to Business Setup > Settings
2. Scroll to the Loyalty Program section at the bottom of the page
3. Configure the following settings:
   • Custom Name: Enter the name of your loyalty program. This will be visible to clients across the booking widget, guest app, and receipts.
   • Earning Rules: Select which items are eligible for earning points. You can define the percentage of points earned per $100 spent for:
   • Services
   • Products
   • Classes
   • Memberships
   • Packages
   • Gift Cards
   • Redemption Rules: Define how points convert into monetary value (e.g., how many points equal a specific dollar amount).
   • Point Expiration: Toggle this setting to Yes to enable expiration. Enter the number of days points remain valid in the “Points expire after X days” field.
4. Click 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 
4. All modification will be visible in the audit trail

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