You are viewing the documentation for an old version of Ovatu (Classic)
Switch to new docs
Ovatu

How do I set up the Loyalty Program?

To set up the Loyalty Program, choose Manage > Loyalty Program

Complete the following fields:

how-do-i-set-up-the-loyalty-program

FieldDescription
Loyalty EnabledSelect this checkbox to activate your Loyalty Program
Loyalty Include TaxSelect this checkboxto earn points on tax paidie for $10 plus 10% GST = $11:Select the checkboxto earn points on $11Deselect the checkbox to each points on $10
Loyalty Points Buy Money UnitEnter how many Loyalty Points equals 1 money unit eg 10 points required to buy $1
Loyalty Points Earn Money UnitEnter how many Loyalty Points are earned for each 1 money unit spenteg 1 point earned for each $1 spent

To apply the Loyalty Program to your Products, Services and Employees in bulk, click Bulk set products / services / employeeshow-do-i-set-up-the-loyalty-program

how-do-i-set-up-the-loyalty-program

Click on the options to enable / disable the Loyalty Program for you Services, Products and Employees, in bulk

For instructions on how to exclude / include specific Services, Products or Employees, see How do I exclude/include specific products, services or employees in the Loyalty Program?

Click Savehow-do-i-set-up-the-loyalty-program

Note:

  • Loyalty points are calculated and assigned/removed when the sale is closed, whether the sale has been paid for or not.
  • Loyalty points added are on the item in the sale, so if you add an item to a sale, but don't pay for it, it will still add the points to the customer. If you want to remove the points, you need to remove the item from the sale.

Setting up the Loyalty Program can be done via the Web app, see How do I set up the Loyalty Program?


Copyright © 2023