STX Cloud: Rewards

Using Rewards

Clients can earn reward points for spending money on services, products and clients. They can redeem points with a percentage, or amount off products and services. 

Setup Award Rules

  • Go to Marketing in the menu

  • Select Setup Rewards 

  • Click + New

  • Enter a Reward Name 

  • Check the box for Active

  • Setup Award Rules

    • Award Points is the number of points to award for every

      • Amount Spent On Services, Retail or Gifts

      • Individual Services, Retail or Gifts

      • Completed Ticket (select item is None)

      • Referred Client (select item is None)

  • Check the box for Active

  • Enter a Start Date is the soonest the reward points would be awarded

  • Enter a End Date is the latest the reward points would be awarded

    • Click + to add another award item

    • Click to remove an award item

Setup Redeem Rules

  • Enter a redeem Name 

  • Enter Redeem Points are the number of points required to use a reward

  • Select a Discount is the amount or percent to deduct from the ticket total

  • Select On One Item either Service or Retail item

  • Enter a Start Date is the soonest the reward would be available to be redeemed.

  • Enter a End Date is the latest the reward would be available to be redeemed.

    • Click + to add another redeem item

    • Click to remove a redeem item

  • Click SAVE to save the reward program

  • Click CANCEL to leave page without saving

Redeem Rewards

  • Open a current client ticket or go to Check Out and assign a client to the ticket

  • Click on the Service or Product line items to apply a reward to on the receipt 

  • A pop up will appear and the Rewards selector will display all programs available

  • Select a Reward 

  • Click Add to Ticket

  • Adjustments will be made to the line item

    • At time of Payment the Client Card will update the reward balance accordingly.

Rewards Balance

To view a reward balance, 

  • Go to a Client Card

  • Click the Accounts tab

  • View Rewards Points

Editing Rewards

To remove a client from participating in a reward program

  • Go to the Client Card and click the Accounts tab

  • Uncheck the Active Rewards box

To edit the number of reward points for an individual client, 

  • Go to the Client Card  

  • Click the Accounts tab

  • Enter the new amount in the Adjust Points field

  • Click Save

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