This article will show you how you can activate and set up your TreatCard reward system.
In this Article
To access your TreatCard settings, go to Marketing >TreatCard
Setting Your Points
On the Settings tab, set the number of points your clients will earn for each unit of currency they spend on services and products.
For example, with the settings below, if a client spends $100 on services and $50 on a product, they are rewarded 200 points (1 x 100 for services and 50 x 2 for products).
Clients do not accumulate points when they pay an appointment deposit online or in-house. The total points for the appointment are rewarded once the client has paid for their appointment.
Points are defaulted to 1 for every $1 spent on Services and 2 for every $1 spent on Products. Businesses typically set higher rewards for Product points to incentivize upselling.
If you only want clients to gain points for one and not the other, set the points to 0 for the one you don't want to offer points on.
Once you have set your points, clients will start accumulating points, provided you have assigned them a TreatCard number.
Setting Specific Points for Certain Services/Products
You can also award a specific number of points for individual services or products. Check out this guide to learn more.
Creating Your Treat Rewards
To create treat rewards go to the Service Treats, or the Product Treats tab, and click the Add Service Treat/Add Product Treat button.
Next, choose a service or product to add as a reward.
Enter an amount of Points needed to redeem the reward; if you click the Use default button, Phorest automatically calculates the recommended amount of points (the calculation is x14 times the price of the reward).
Treat availability (matrix)
Select First time only for clients to redeem the treat only if it's something they have already gotten before.
Select Anytime for clients to redeem the treat as many times as they have enough points > Click Save to finish.
The reward is now created and will be offered to clients in the future. See how clients redeem rewards.
Note: Learn how to disable the Matrix setting for individual clients if needed.
Removing a Treat Reward
To remove a Treat, go to Marketing > TreatCard.
Select one or multiple active treats on the Service Treats tab or the Product Treats tab > Click the Archive button.
Once archived, your clients will no longer be able to redeem the Treat reward.
Ordering Physical TreatCards
Find out how to order physical TreatCards.
Still Not Sure How to Setup Your Rewards?
If you're unsure how to make the TreatCard work best for your business, check out our blog post on Using Treatcard to Increase Revenue & Client Loyalty.