Setting Up Clubs and Managing VIP Points in Shortcuts

Creating a New Club

1. Navigate to Club Setup

   • Go to Setup in the main menu.
   • Scroll to the bottom (using the green arrow) and select Club.
   • Click New to create your club.

2. Enter Club Details

   • Name your club and click Done.
   • Decide if clients will earn points for services/products by selecting Yes.

3. Configure Club Options

   • Assign discounts for services, products, or sundries.
   • Add a description and set an expiry duration (e.g., 12 months).
   • Define point-earning rules (e.g., 5 points per $100 spent).
   • Configure point redemption rules:
     • Minimum points for redemption (e.g., 25 points).
     • Optional: Limit points to specific days or categories (services/products).
   • Save your settings.

Linking the Club to Clients

1. Default Club Assignment for New Clients

   • Go to Configuration > General > General Settings.
   • Link the default club to your newly created VIP club.
   • All new clients will automatically be added to the club.

2. Manually Adding Existing Clients

   • Open a client’s profile via their appointment.
   • Add them to the club from their profile settings.

Processing Sales and Tracking Points

1. Earning Points

   • At checkout, clients automatically earn points based on spending.
   • Example: A $130 transaction earns 5 points (based on $100 = 5 points rule).
   • Points details will be printed or emailed on receipts.

2. Viewing Point Balances

   • Go to the client’s profile, select the Points tab to view:
     • Current balance.
     • Accumulated, redeemed, or expired points.

Redeeming Points

1. At Checkout

   • During payment, the client’s points balance is listed at the top of the Point of Sale screen.
   • To use points press the number on Total.
   • Enter the number of points to redeem (e.g., 5 or 10 points per transaction).
   • The system deducts redeemed points, and the client pays the remaining amount.

2. Custom Redemption Rules

   • Set rules for maximum points per transaction.
   • Ensure points are within expiry limits.

Managing Points

1. Manual Adjustments

   • Access the Points tab in the client profile. Go to History > Points.
   • Use the dropdown menu to:
     • Add, remove, or clear points.
     • Update points balances as needed.

2. Client Queries

   • View detailed points history to address client questions.

By following this guide, you can effectively set up and manage clubs and VIP point systems to enhance customer loyalty and streamline reward tracking. For further assistance, consult your Shortcuts support team.