Accrual Settings in Regular Loyalty Program

You can use the Accrual Settings when you are configuring a Regular Loyalty Program to specify the points to be awarded for any of the pre-defined actions performed by a guest. 

Before you begin with the Accrual Settings, you must be aware of the following:

  • You can choose to activate any of the 15 pre-defined actions, performing which, a guests can earn points specified for the action.
  • You can configure only 8 actions that will result in points getting added to the referrer.
  • The non-configurable options have NA against the action.

The Accrual Settings consists of the following four columns:

  1. Action: Has list of actions that you need to select and activate points accrual.
  2. Points Earned: Enter the points to be awarded for the selected action.
  3. For Amount Spent: Enter an amount to be spent by the guest to receive the number of points specified for the action.
  4. Point to Referrer: Enter the number of points to be awarded to the referrer of a guest for an amount spent by the referred guest.
    Note: The referrer of the guest continues to accrue points on actions by the referred guest for perpetuity.

Example:

Consider the following screenshot:

In the above image:

    1. Two out of the three actions have been activated for points accrual.
    2. Fields that have NA are non-configurable. Notice, you cannot configure POINTS TO REFERRER for the first action.
    3. For the third action, the entry means, if a guest spends $100 to purchase a day package, 20 points are awarded to the guest, and the referrer of the guest earns 5 points.

You can configure Accrual Settings for the following 15 actions:

  1. First visit and payment: Guest visits the center, avails a service, makes full payment, and the invoice is closed.
    Note: Purchase of service is a must to accrue points on the first visit.
  1. Purchase a service: Guest purchases a service, makes full payment, and the invoice is closed
  2. Purchase a day package: Guest purchases a day package, makes full payment, and the invoice is closed.
  3. Rebook a service: Guest rebooks a service, avails the rebooked service, makes full payment, and the invoice is closed.
    Note: A guest is considered to have rebooked when:
    • The guest visits a center, avails a service, and the invoice is closed.
    • The guest makes another booking on the same day (either at the center or online (Webstore or CMA)).
  4. Purchase a product: Guest purchases a product, makes full payment, and the invoice is closed.
  5. Purchase a membership: Guest purchases a membership, makes full payment, and the invoice is closed.
  6. Purchase a Series and Custom package: Guest purchases a series and custom package, makes full payment, and the invoice is closed.
  7. Purchase a gift card: Guest purchases a gift card, makes full payment, and the invoice is closed.
  8. Provide feedback: Guest provides feedback and it is captured in Zenoti.
    Note:  The feedback can be entered by the guest, front desk, or from an Employee or Customer Mobile Application.
  9. Online – Signup: Guest creates a new account from the Webstore or from Customer Mobile Application, visits the center, makes full payment, and the invoice is closed.
  10. Online - Share feedback with other guests: Guest gives feedback, gives permission to share, and the feedback is reviewed and finally shared by marketing personnel on the organization's Webstore or social platforms (Facebook and Twitter).
  11. Online - Book an appointment: Guest books appointment online, avails the service, makes full payment, and the invoice is closed.
  12. Referring a new guest: The referred guest visits the center, avails a service or makes a purchases, makes full payment, and the invoice is closed.
  13. Purchase of membership by referred guest: The referred guest visits the center, purchases a membership (either recurring or non-recurring) for the first time, makes full payment, and the invoice is closed.
    Note: Points are awarded only the first time the referred guest purchases a membership. On subsequent membership purchases by the referred guest, no points are awarded to the referring guest.
  14. Purchase of package by referred guest: The referred guest visits the center, purchases a package (either series or custom) for the first time, makes full payment, and the invoice is closed.
    Note: Points are awarded only the first time the referred guest purchases a package. On subsequent package purchases by the referred guest, no points are awarded to the referring guest.

See Also

Have more questions? Submit a request

Comments