How do I set up TreatCard Rewards?

This article details how to add/remove services and products as TreatCard Rewards

Video: Set Up & Activate TreatCards

Step-by-Step Guide

To access your TreatCard settings, go to Marketing > TreatCard


Setting Your Points

At the top of this page, you can configure how many points for each $/£/€ spent on services, or How many points for each $/£/€ spent on products.  You can do this by clicking on the box and using the pop-up calculator window.


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.

Note: You can also award a specific amount of points for individual services or products if you like. Check out this guide to find out more.

Creating Your Treat Rewards

Choose whether you're adding a Service Treat or a Product Treat, then click the +Add button to begin creating a new reward.


Next, choose a Service or Product to add as a reward. You can use the Select button to bring up your full list of Services or Products.

Once you've picked your reward, set how many points a client needs to gain in order to redeem this reward or click the Default button to let Phorest automatically calculate the recommended amount of points (the calculation is x14 times the price of the reward).


The Matrix Setting

If the Matrix setting is enabled for a reward, clients will not be able to redeem this reward if it's something they have already gotten before.

Disabling the Matrix setting will mean anyone can redeem this reward, even if they have already booked the service or purchased the product in the past.

It is recommended to leave this setting enabled (box checked) as TreatCard Rewards are a great way of getting clients to try new things, which can lead to an increase in your revenue if the client has a great experience with that new thing, and then they regularly book/purchase it in the future as a result.


Note: The Matrix setting can be disabled for individual clients if you wish. To find out more, check out this guide.

Click Save to finish. The reward is now created and will be offered to clients in the future. To see how clients redeem rewards, check out this guide.

Removing a Treat Reward

To remove a Treat, go to Marketing > TreatCard > Single-click the active Treat(s) under Service Treats or Product Treats, then click the Archive button.

Once archived, the Treat reward will no longer be redeemable by your clients.


Ordering Physical TreatCards

To find out how to order physical TreatCards, check out this guide.

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.

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