Accessing the “Loyalty” Menu and “Programs” Tab

Accessing the “Loyalty” Menu and “Programs” Tab in

Step by step 

1. Navigate to “Front Office”
   

• Locate the left-hand menu on your dashboard.
• Look for the “Front Office” icon, represented by a fork and knife.
• Click on the “Front Office” icon.
  
  

2. Click on “Loyalty” > Sub Categories

• In the sidebar on the left, locate and click on the “Loyalty” menu. It is identified by a ⭐ star icon and the label “Loyalty”.
• The menu will expand to show more options related to loyalty programs.
  
  

3. Access the “Programs” Tab
   

• Under the expanded “Loyalty” menu, click on the “Programs” tab.
• This will open the “Loyalty Programs” page where you can create and manage loyalty programs.
  
  
  

4. Creating a Referral Program
   

• On the “Loyalty Programs” page, click the “Create” button under the “Referral Program” section.
• You will be directed to the “Referral Program” creation page.
  
  
• Fill in the necessary details:
  
  • Program Name: Enter the name of your referral program.
  • Description: Provide a brief description of the program.
  • Start Date: Select the start date for the program.
  • End Date: Select the end date for the program.
    
    
    
• Click on the continue button to then move to the step 2 of the creation process
• Enter the information below, click continue to move to step 3 

• Select according options on step “3” and then click on continue once complete
  
  
  
• Once the Referral Program has been created an active button will appear for the Referral Program option

5. Creating a Spend-Based Program
   

• On the “Loyalty Programs” page, click the “Create” button under the “Spend-Based” section.
  
  
• Fill in the necessary details for Step 1“Create your Loyalty Program”:
  
  • Program Name: Enter the name of your referral program.
  • Description: Provide a brief description of the program.
  • Points Per Dollar: Select the amount of points awarded per dollar spent
  • Enable Expiration for Points * Optional
    
    
    

• Click on the continue button on the bottom to move on to step 2
• Fill in the necessary details for step 2  “Set up your Reward”:
  
  • Reward Name: i.e “Get $10 off every 50 points” 
  • Discount Type: Amount or Percentage 
  • Minimum Spent dollars: Amount i.e $50
  • Points Per 1 dollar: Amount of points granted per 1 dollar spent 
  • Reward Discount setting: Before or After Tax 
  • Redeem Discount setting: Before or After Tax 
  • Apply redemption limit: Yes or No
    
    
    

• Click on the continue button on the bottom to move on to Step 3 “Channels Control”: 
• Select the according or appropriate Channel Controls
  
  
• Give your program a lookover on Step 4
  
  
• If all looks good go ahead and click on “Continue” 
• Once it has been created then you will see your newly created reward is now active
  
  

Additional Tips

• Ensure that all required fields are filled out accurately to avoid any errors during the creation process.
• You can edit or delete programs later if necessary.
  
  This guide should help you access the “Loyalty” menu, navigate to the “Programs” tab, and create both a referral and a spend-based program in the Qwizeen system.