Enabling clients for Loyalty Points


In order for your clients to receive loyalty points, you need to enable them to be a part of the Loyalty Program.

You can do this for all clients in one go by going to Settings, then into Loyalty Points Settings, choose Enable For All Clients, click GO.

Alternatively, you can enable clients individually via the Actions menu in their client card. In Actions go to Categories, tick Loyalty Program, and Save.

Note: If you would like all new clients to be automatically added to the Loyalty Program, go to Admin, then into the Lists tab, and select Client Categories from the drop down menu.

Edit the Loyalty Program category.

On the right side panel tick Add to new clients, and Save.

Now head back to the Introduction to Loyalty Points article to see your next step.

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