Video: Awarding a Free Product or Service Treat to a Client
Booking the TreatCard reward is one of the most important parts of the Phorest system when it comes to maximizing the potential return you can make. The following steps show you the process Phorest recommends you take to get the most from the system.
Redeeming a Treat on Phorest Desktop
Redeeming a Service Treat
When a client has gained enough points to redeem a Treat, you will notice the TreatCard button flashing at the bottom of the screen when you go to book them in for an appointment. The number of points they have will also be displayed.
Click the TreatCard button to see a list of Treats available to them, then click a Treat to book it.
Once booked, the appointment will have REWARD displayed on it to indicate that it is a TreatCard reward.
Points are deducted from the client's TreatCard once the appointment is booked. Points will be automatically returned to the client if the appointment is cancelled/deleted.
After a client has finished their treat appointment, click the appointment and click Pay to check them out.
The treat reward will be listed at a price of 0.00 and will have (Reward) in the description.
To complete the appointment, click Pay again. If there are other items on the client's bill that are not free, choose a payment method, then click Pay to complete the sale.
Redeeming a Product Treat
Product Treats can be redeemed from the Purchase screen. If the client has enough points to redeem a Treat, the TreatCard button will flash and will display the number of points they have.
Click the button to see a list of available rewards.
If you click a Product Treat, it'll be added to the sale and will have (Treat) in the description to indicate it is a TreatCard reward.
Redeeming a Treat on Phorest Go
If the client has enough points to redeem a Treat, the TreatCard button will be displayed on the Service Category screen when you go to book them in for an appointment.
Tap it to see a list of redeemable Treats, then tap a Treat to book the client in.
Note: It is not currently possible to redeem Product Treats on Phorest Go.