We’ve had a loyalty program in The Spa/Salon Manager for a few years
now but I took some time at the end of the year this year to improve it,
make it easier to set up, and easier to use. Given these changes I
wanted to take a moment to explain how the Loyalty program works.
We’ve designed the Loyalty program with simplicity in mind. You’ll
start by going to Maintenance -> Loyalty -> Loyalty Program
Settings. On this screen you can choose some basic settings that will
govern how your customers accumulate points. We provide separate lines
for Service Dollars per Point, Retail Dollars per Point, and Gift
Certificate Dollars per Point. If you set those boxes to $20, $10, and
$50 respectively then customers would receive one point for every $20 of
service sales, $10 of retail sales, and $50 of gift certificate
purchases. The system assigns points down to the penny so in our example
every $0.20 of service sales would give 0.01 points. In addition to
these three settings you can assign bonus amounts to each day of the
week for the three numbers. Extending our earlier example we could click
the Thu box on the Service Dollars per Point line and put in 10 for the
percent bonus. Then instead of getting 1 point for every $20 spent the
customer would get 1.1 points on Thursdays – a 10% bonus.
Most salons can ignore the Location line (this only applies to stores
that are running centralized gift certificates through us for multiple
locations). The last part you need to set up is the method for assigning
Loyalty ID’s. If you don’t use the Loyalty program yet we show No
Loyalty Program here. Your other two options are to Assign Loyalty ID
Manually at Check In or to Automatically Assign Loyalty ID at Check In.
If you have loyalty cards that you’ll be giving to the customers (like
our plastic gift cards we offer)
then you’ll want to choose the Assign Loyalty ID Manually at Check In
option. If you’d like to have the program manage the ID numbers for you
then you’ll choose the Automatically Assign Loyalty ID at Check In
option.
Once you finish on the Loyalty Settings screen the program will
automatically add the Transaction Type and Pay In/Out category of
Loyalty for you. If you’re out of space and don’t have Loyalty in the
system yet the program will warn you and tell you to contact support for
help in adding the category. It’s critical that you get the Loyalty
option added – customers will use Loyalty as their payment method when
using their accumulated points to pay for part or all of a sale.
Our Loyalty program is an ‘opt-in’ program. This means that until you
assign an ID# on the Customer Display/Check In screen the customer does
not accumulate points. Once you’ve assigned an ID# customers will start
accumulating points and you’ll be able to see their current point
balance at the bottom of the Check Out screen near the Continue button.
It’s up to each salon to decide when you want to allow customers to use
their accumulated points. The program will allow you to use them when
you’re entering a payment on the Check Out screen but each salon could
train their staff to put in policies such as requiring at least $10
worth of points used, only allowing Loyalty as a payment for retail
purchases, or any other restrictions the salon wanted to place on these
redemptions.
We’ve designed the Loyalty program with simplicity and flexibility in
mind. We hope that these few simple options will allow a variety of
discount programs for our salons. If you have any questions with how to
make our Loyalty program work for you, don’t hesitate to contact our tech support department.
Thursday, January 3, 2013
New Feature - Stored Reports
Did your printer run out of paper? Did you forget to print a report?
Or did you just want another copy of a report later but not want to wait
for the program to create the report again? Our new Stored Reports
feature does all that and more!
Owners can access the Stored Reports button under the Reports section. It’s a new button on the left where we list the different types of reports (Receptionist Reports, Manager Reports, etc). Once you’ve updated your system to a version of the program with Stored Reports we will store any Mailing Reports you pull up from that point forward for quick access later. We automatically keep the last 90 days worth of these Mailing Reports. Better yet, you can select any of those reports and click the Save Report Permanently option to keep it even after the 90 days are up.
In the future, I’ll be adding even more reports to this section as well as looking for ways to have certain reports get stored automatically at night, but for now I hope everyone enjoys this new feature!
Owners can access the Stored Reports button under the Reports section. It’s a new button on the left where we list the different types of reports (Receptionist Reports, Manager Reports, etc). Once you’ve updated your system to a version of the program with Stored Reports we will store any Mailing Reports you pull up from that point forward for quick access later. We automatically keep the last 90 days worth of these Mailing Reports. Better yet, you can select any of those reports and click the Save Report Permanently option to keep it even after the 90 days are up.
In the future, I’ll be adding even more reports to this section as well as looking for ways to have certain reports get stored automatically at night, but for now I hope everyone enjoys this new feature!
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