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Loyalty Program

The loyalty program rewards returning clients with points. Clients earn points for every amount they spend, or a set number of points for each appointment, order or class. When they reach your threshold, Whautomate turns the points into a personal coupon they can use on their next booking or order. Use it to bring clients back more often.

Available withSalesIncluded in the Complete plan.Plans and modules

Before you start​

  • You need the administrator role.
  • To tell clients about their points and coupons, set up loyalty notifications. Whautomate does not send the coupon by itself.

Turn on the loyalty program​

  1. Go to Settings and, under Finance, click Loyalty Program.
  2. Turn on Enable Loyalty Program.
  3. Choose the Earning Method:
    • Every SGD spent (shown with your own currency): points are given when a payment is completed. Enter the Points per currency, for example 1 point per SGD, so a SGD 100 payment earns 100 points.
    • Every Appointment/Order/Class: a fixed number of Points per activity each time something reaches a status you choose.
  4. If you chose Every Appointment/Order/Class, set the Conditions for Earning Points:
    • Order Status, for example Paid or Delivered.
    • Appointment Status, for example Visited.
    • Class Participant Status, for example Visited.
Loyalty Program Settings with the enable toggle, the Every Appointment/Order/Class earning method, points per activity and the conditions for earning points

Set up the reward coupon​

Under Redeem Loyalty Points:

  1. Coupon Point Threshold: points needed for a reward, for example 1000.
  2. Coupon Name: for example "Loyalty Reward".
  3. Coupon Code: a base code. Each client gets a unique version, for example "SALE10" becomes "SALE10C11MAY4J6".
  4. Discount: a percentage or a fixed amount.
  5. Click Save.

When a client's points reach the threshold, Whautomate creates their coupon, deducts the points, and records "Redeemed Loyalty Points for Coupon". Each reward coupon can be used once and does not expire.

See and adjust a client's points​

Open the client's profile. The Loyalty Points tile shows their balance, and the Loyalty tab lists every Loyalty Point Transactions entry with the action, points and reason. Click Adjust Loyalty Points and enter a positive number to add points or a negative number to remove them, with a Reason.

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