Customer Loyalty Program
Customer loyalty program is one of the most important features of Geelus cloud based system. It’s a great way to increase your sale and reward your customers.
To activate the feature, follow these steps:
- Navigate to “Setup -> Business Setup”.
- Scroll all the way down to the “Loyalty Program” section.
- Set the following:
- Currency to point ration for orders: to set how many loyalty points each unit of currency spent on orders will add to the customer account. Example: if you like to give 1 point for each $100 spent on orders, simply set the value to 0.01
- Point to currency ratio for orders: to set how many points will be converted to 1 unit of currency on orders. Example: to convert each 100 points to $1.00 set the value to 100.
- Currency to point ration for sales: to set how many loyalty points each unit of currency spent on sales will add to the customer. Example: if you like to give 1 point for each $100 spent on sales, simply set the value to 0.01
- Point to currency ratio for orders: to set how many points will be converted to 1 unit of currency on sales. Example: to convert each 100 points to $1.00 set the value to 100.
Now that the feature is activated:
- Amounts spent on orders or sales will increase the number of points on the customer account.
- To check the total points on each customer, navigate to Client Information Window and on the right side, scroll down to see the Total Points.
- On the “Order Submit” or “Sale Submit” windows (for customers with points), you will be able to spend the points on each order or sale.
- On the order or sale payment and complete windows for customers with points, you will be able to spend the points.
- On the “Order Report” page, you will see the number of points spent on each period at the top of the page.
- Total achieved points will be printed on the receipts
- You can use the total points to customize the SMS and Emails sent to the customers.
