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Guide to Setting Up a Loyalty Program

Creating a loyalty program can significantly enhance customer retention and engagement by rewarding clients for their loyalty

Key Steps to Set Up a Loyalty Program

Adding a Loyalty Program

  1. Log into the Console: Navigate to the Programs section.
  2. Click on Administration 
  3. Select Program
  4. Select your Community / Site Name from the drop-down menu
    NOTE: You can edit an existing program by selecting it from the drop-down menu.
  5. Click Add Program 

6. Choose Loyalty

7. Enter the Program Name

8. Enter a unique Program Code. It is recommended that you include your business name in the program code to ensure it is unique.

9. Optional: Enter a description.

10. Choose your preferred number generation method. This determines how you will allocate member numbers. If you are not allocating loyalty cards, you may wish to select automatic number generation. If you are allocating cards, you may wish to use only preregistered numbers, or you can allow both methods.

11. Choose whether you want to allow customers to join this loyalty program via 6 7 8 9 11 10 12 the Mobile Guest App.

12. Optional: Enter an expiry for the program.

13. Select your desired points accrual script. This determines how members will accrue points.

14. Optional: Enter an expiry for accrued points.

15. Optional: Enter an expiry for accrued amount.

16. If applicable, select the program that a member will be upgraded to upon reaching the specified goal.

17. If applicable, select a program change script. This is the event upon which the member will be upgraded to the selected program.

18. Select a points conversion ratio. This determines the rate at which points are converted into rewards. You can select a ratio from the drop-down list, or enter a custom ratio.

19. Optional: Enter a grace period. This is the number of days after their program expires that the member can still redeem rewards.

20.Enter the cancellation period. This is the number of hours after joining that the member is allowed to cancel their loyalty.

21. Tick ‘allow only single redemption’ if you only want to allow one reward redemption before a member’s balance is returned to zero (forfeiting unused rewards).

22. The ‘forfeit remaining balance’ option is only relevant if your minimum ‘balance range’ is above zero. If you choose ‘forfeit remaining balance’ then the member’s remaining balance will be forfeited when their balance falls below the minimum. If you choose ‘give remaining balance as change’ then their remaining balance will be given as change.

23.Enter the balance range. This defines the minimum and maximum reward value a loyalty member can have.

24. Enter the activation range. This defines the minimum and maximum value that a member’s newly activated loyalty number can have.

25. Enter the reload range. The defines the minimum and maximum value that can be ‘topped up’.

26. Enter the redemption range. This defines the minimum and maximum value that can be redeemed in a single transaction.

27. Click Save.


SETTING UP LOYALTY IN FUSION

SETTING UP LOYALTY ACTIVATION SUNDRY ITEM Before you can start using your new loyalty program, you must first set up the relevant sundry items. The ‘loyalty activation’ is the item that you will process at the Point of Sale when adding a client to a loyalty program.

1. Click on the Setup menu.

2. Click on the Configuration icon.

3. Click on the Sales setup menu.

4. Click on the Sundry Name icon.

5. Click New.

6. Enter the name of the item.

7. Click Done.

8. Select Program Activation as the sundry type.

9. Select the program that this item belongs to. 

10. Enter a joining fee if applicable.

11. Click Save.

SETTING UP A PROGRAM CHANGE SUNDRY ITEM

If you have configured your loyalty program to allow upgrades, you will need to set up a Program Change sundry item. The ‘program change’ is the item that you will process at the Point of Sale if you wish to manually upgrade a member’s loyalty program.

  1.  Click on the Setup menu.
  2.  Click on the Configuration icon.
  3. Click on the Sales setup menu.
  4. Click on the Sundry Name icon.
  5. Click New.
  6. Enter the name of the item.
  7. Click Done.
  8. Select program change as the sundry type.
  9. Select the program that this item belongs to.
  10. Optional: If you wish to charge an upgrade fee, enter the amount.
  11. Click Save.

 

SETTING UP YOUR LOYALTY PAYMENT TYPE

You will need to activate the loyalty payment type for use with loyalty programs.

  1.  Click on the Setup menu.
  2.  Click on the Configuration icon.
  3. Click on the Sales setup menu
  4. Click on the Payment Types icon.
  5. Check the ‘display inactive’ box.
  6. Select Loyalty from the drop-down menu.
  7. Ensure that the Aactive and ‘gift card/loyalty card’ boxes are checked.
  8. Select shortcuts gift card from the drop-down menu. 
  9. Click save.

 

CONFIGURING SECURITY FOR LOYALTY

You can specify which security levels have access to assign a member an alternate loyalty card, and update client points in your security settings. These security settings only affect Shortcuts Fusion, so any employees that have access to the Program Manager will still be able to make changes to a client’s loyalty program.

  1.  Click on the Setup menu.
  2.  Click on the Configuration icon.
  3. Click on the General setup menu.
  4. Click on the Security icon.
  5. Click on the Access tab at the top.
  6. Click to select the Security level you wish to edit.
  7. Double click to expand the Point of Sale category.
  8. Tick ‘assign Alternate Loyalty Card to give this security level access to this action.

9. Double click to expand the Clients category.

10. Tick Update Client Points to give this security level access to this action.

11.  Click Done

SETTING UP LOYALTY IN THE APP

ADDING YOUR LOYALTY PROGRAM INTO THE APP

Adding the loyalty tile into your Mobile Guest App will allow guests to sign up for your loyalty program, and view their points and rewards balance. Please note: The following section only contains setup steps that specifically relate to Loyalty in the App. This is not a full setup guide for the Mobile Guest App.

  1. Log into the Console (https://console.shortcutssoftware.com). Then click on the MySalonApp tile.
  2. Click on Tiles.
  3. Select Loyalty from the default tiles list.
  4. Optional: Use the label field to customize the name of the loyalty tile. Your clients will see this in the app.
  5. Select the loyalty program that you want clients to be able to join via the app. If you only have one loyalty program, it will be selected by default.
  6. Optional: Use the display name field to customise the name of the loyalty program. This is the program name that your clients will see in the app. 
  7. Optional: Use the program description field to enter a description of the program. Your clients will see this in the app.

A. If you have a tiered loyalty program (e.g. silver, gold, platinum), the upper tiers in your loyalty program will also have display name and program description fields available for you to customize.

8. Optional: Customize the display image for the tile.  Your clients will see this in the app.

9. Once you have finished editing, press Save.

10 Click on Dashboard.

11. Click and drag the loyalty tile to the desired position within the app dashboard layout.

12. Once the loyalty tile is in place, click Save.