The screen also lets you setup Discounts.  Click here for details.

Please note:  Lite users do not have access to the Discount/Loyalty setup screen.  Contact Sales to upgrade to the Standard version.  Sales@SoftwareConnectionLLC.com or 1-888-486-4343 option 1.

Click on File, Discount/Loyalty setup.

Click on the Loyalty tab.

Click the box to Enable loyalty program. 

Please note:  Once you enable the loyalty program, KC will automatically award points when an invoice is paid.  There is no option to NOT award points once it has been enabled.  Points will be applied to the total invoice amount.  You cannot select specific items or services for points.

VERY IMPORTANT:  If you have previously enabled the loyalty program for testing or other purposes, clients will have points on their accounts when you turn it on again.  If you would like to start all clients out at 0 points, contact Support for the software patch.   

Points per dollar = how many points your clients will receive after spending 1 dollar.  In this case, the client will receive 1 point for every dollar spent.

Next, enter how many points they must redeem to get X dollars.

In our example, the client must redeem 10 points for every $1 they want to use.

Please note:  Loyalty points are not awarded until you Take Payment/Pay the invoice.

The invoice will give the option to Award or Redeem loyalty points.  It will also show you the number of points.

Please note:  Once you have redeemed or awarded loyalty points, the only way to undo it is to delete the invoice/receipt.

Our client Matt has an invoice for $200.  After he takes payment for $200, he will receive 200 points - 1 point per dollar.

The next time Matt comes in, he has an invoice for $108.11  He would like to redeem his 200 points on this invoice.

Click the Redeem box and it will populate the number of points.

Since 10 points = $1, 200 points = $20.

The invoice will show the redeemed amount of $20 and he now owes the balance of $88.11.

You can also opt to redeem part of the Loyalty points available.

In this example, our client has 1000 points.  He has an invoice for $53.44 but he only wants to redeem 200 points, or $20.

Click the Redeem box and it shows the 1000 number of points for this customer.

Click in the Redeem field and change it to 200, then click Redeem.

Only 200 points ($20) will be applied to the invoice and the client now owes the $33.44 balance.

You also have the option to offer additional points based on a membership or visits.

In File, Discount/Loyalty setup, enter the different levels/memberships you have.  

Click on New.

You can either enter a name, such as Bronze membership like below, or you can use a barcode.

If you use membership cards with barcodes, click in the field and use your barcode scanner to scan the code.

You can also click the "..." button to have KC assign a barcode.  

Enter the number of points.

You can also include an expiration date and make it Active/Inactive.

To use the Bronze membership, open an invoice for that client.

Click the Award bubble, then type in the membership name or scan the barcode.

Click the Award button.

A line item will be added to the invoice to show the award was added.

The points will not show on the invoice until you either Take Payment or close/reopen.

In this case, we added 100 points for the Bronze Membership and then took payment on the $236.18 invoice (236 points).

This client now has a total of 336 points. 

You can also see the number of loyalty points a client has accrued by opening the client card, Financial tab.

You can print Reports, Lists, Loyalty points listing for a list of clients with points.