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


Click on the Settings button


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


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


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


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


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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