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How to Set Up Loyalty in the Mobile App

Loyalty in the app allows your clients to easily access the benefits of your loyalty program directly from their smartphones. It also enables seamless barcode scanning at the point-of-sale, eliminating the need for physical loyalty cards.

Prerequisites

Before you begin setting up loyalty in the app, ensure that:

  • Your loyalty program is already configured.
  • Your mobile guest app is set up and ready for use.

Step 1: Access the Loyalty Tile

  • Log into the console and select My Salon App.
  • Choose Tiles from the default tiles list.
  • Select the Loyalty Tile.

Step 2: Configure Tile Settings

  • Label & Display Image: Customize how the loyalty tile will appear on your app dashboard.
  • Program Selection:
    • If you have one loyalty program, it will be automatically selected.
    • If you have multiple programs, choose the one clients will sign up for through the app.
    • Note: Clients will not incur joining fees when signing up via the app.
  • Display Name: This will default to the program name but can be customized.
  • Program Description: Provide a brief description explaining how the program works. This will be shown to clients when they join the program and in their balance history.
  • For businesses with tiered loyalty (e.g., Bronze, Silver, Gold), you can configure different names and descriptions for each level.

Step 3: Add the Loyalty Tile to the Dashboard

  • Go to the Dashboard section and select the Inactive Tiles area.
  • Click and drag the loyalty tile to your preferred position on the layout.
  • Press Save once you're satisfied with the placement.

Final Step: Client Access

Once configured, your clients will be able to access the loyalty program directly through the business app, allowing them to enjoy the convenience of managing their loyalty points from their smartphones.

Key Takeaways

  • Ensure your loyalty program and mobile app are configured before setting up loyalty in the app.
  • Customize tile settings, including the display name and program description.
  • Add the loyalty tile to your app dashboard for easy client access.
  • Clients can sign up and use the loyalty program without incurring joining fees.