Loyalty, gift cards & memberships
Reward regulars with points, stamps or cashback, sell gift cards and class packages and set up recurring memberships.
11 articles
Loyalty
- Choosing a loyalty schemeYouzse runs loyalty as points, stamps or cashback. You pick one mode for the whole scheme.2 min
- Setting up loyalty pointsSet how many points a pound earns, then create rewards with a points cost that customers redeem against.2 min
- Setting up a stamp cardSet how many stamps each visit earns and how many stamps earn a reward and cards fill automatically as customers come in.2 min
- Setting up cashbackSet a percentage of each spend to come back as credit, which suits higher-value work where a reward menu makes little sense.2 min
- Creating loyalty rewardsBuild a menu of rewards with a points cost each and only active rewards can be redeemed.2 min
- Redeeming a rewardApply a reward when you take payment and the balance is deducted from the customer record automatically.2 min
- When loyalty points expireYou can set a number of days after which unused points expire, which stops old balances becoming an open-ended liability.2 min
Gift cards
- Selling and redeeming gift cardsGift cards are issued and tracked from Finances, then Gift Cards, which also shows the balance still outstanding across every card.2 min
- Understanding gift card liabilityOutstanding gift card balances are money you owe in future work and the Gift cards page tracks that total for you.2 min
Memberships
- Setting up membershipsCreate recurring membership plans under Marketing, then Memberships, which also shows monthly recurring revenue and active member count.2 min
- Class packages and chair rentalsClass packages sell a block of sessions up front and chair rentals hold the agreements for people who rent space from you.2 min
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