How do I give a TreatCard to a new client?

This article explores how to assign a TreatCard to a client who currently does not have one.

Video: Assign A New TreatCard To A Client

Step-by-Step Guide

To adjust the settings for the TreatCard system, go to Marketing TreatCard

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Click on the Settings button

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Then you can choose to add a prompt on Check in or On Pay to add a new TreatCard:

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The following example shows how to add a new TreatCard to a client with the Alert On Check in box ticked (as illustrated in the screenshot above):

When the new client arrives for their booked appointment, simply check them in as normal

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You will then get a pop up asking, would you like to give <The client> a TreatCard?

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Simply scan in a TreatCard (or you can enter the TreatCard number manually) for the client and select the OK button

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The Client is now active on the system!

To learn about more areas like this in your Phorest system, enrol in our Loyalty Program - TreatCards in Phorest Academy - online, on-demand, and on-the-go learning for busy salon professionals.

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