STX Desktop: Setup Marketing

Marketing Setup: Client Flags

Purpose

Client Flags are used to identify clients for mailings and reports. By creating client flags you can track clients in ways that are not built into STX. Some examples are clients who volunteer to be models or who do not want to receive mail from your company.

 

Get Creative

Client Flags can be utilized in many creative ways to make the job of managing your clients easier and more rewarding.

By using this client flag in conjunction with a Do Not Book booking restriction for these clients, you can keep from adding more appointments and/or transactions. Set up your client marketing sets to remove clients with the Inactive Client flag selected so as to not include them in the final results of the marketing set.

Adding a Client Flag

Click the New icon in the toolbar. Type the name of the client flag and click on the Save icon.

Note: Client flag names must be unique.


Changing a Client Flag

Double-click a client flag name and make changes using standard text editing techniques. Once your changes are complete, click the Save icon to save the changes.

Making a Client Flag Active/Inactive

Click to check or uncheck the Active checkbox in front of the Client Flag name, then click on the Save icon. Unchecked Client Flags will only appear in the Client Flag list when the Show Inactive checkbox is checked. Inactive Client Flags will not appear as a choice when selecting a client flag on the client card.


Removing a Client Flag

 Highlight a client flag you want to remove and click on the Delete icon in the toolbar. Now click on the Save icon to save these changes.

Note: You may not delete a client flag that is currently being used by any data. Make the client flag inactive as an alternative.

Rearranging Client Flags

Click on a client flag name, hold down the mouse button and drag the client flag to a new position in the list. This order is used when displaying client flags and determines the printing order in reports.


Marketing Setup: Visit Types

Purpose

Visit Types allow you to track a client's visit, whether or not it is the first time the client has visited your company, requested a particular employee for the services, or is a regular client.

The Visit Type is set on each appointment and ticket transaction. This information is used on employee reports to evaluate client referrals and can also be used to pay the employee different commission rates based on each individual visit type in payroll methods.

Note: This is a client visit type, not an employee visit type, and all employees associated with a visit (appointment and/or ticket transaction) will get credit for the same client visit type. 

Because the client Visit Type is set by the user, there is room for error. If you are calculating payroll commission based on visit types, please make sure your staff knows the importance of setting the client visit type correctly when booking the appointment or creating the ticket transaction for each client.

The following visit types may not be changed or renamed, but you may change the color and sorting order if you wish.

Adding a Visit Type

Click the New icon in the toolbar. Type the name of the visit type, press tab and type the abbreviation. Click on the color box to select the color. Click on the Save icon when finished.

Note: Visit type names and abbreviations must be unique.


Changing a Visit Type

Double-click a visit type name or abbreviation and make changes using standard text editing techniques. Click on the color box to change the color. Once your changes are complete, click the Save icon to save the changes.

Making a Visit Type Active/Inactive

Click to check or uncheck the Active checkbox to the left of the visit type name, then click on the Save icon. Unchecked visit types will only appear in the visit type list when the Show Inactive checkbox is checked.

Removing a Visit Type

Highlight a visit type you want to remove and click on the Delete icon in the toolbar. Now click on the Save icon to save these changes.

Note: You may not delete a visit type that is currently being used by any data. Make the visit type inactive as an alternative.

Rearranging Visit Types

Click on a visit type name, hold down the mouse button and drag the visit type to a new position in the list. This order is used when displaying visit types and determines the printing order in reports.

Marketing Setup: Occupations

Purpose

You may assign occupations to a client in the client card for use in reporting and mailings.

Adding an Occupation

Changing an Occupation

Double-click an occupation name and make changes using standard text editing techniques. Once your changes are complete, click the Save icon to save the changes.

Making an Occupation Active/Inactive

Click to check or uncheck the Active checkbox to the left of the occupation name, then click on the Save icon. Unchecked occupations will only appear in the occupation list when the Show Inactive checkbox is checked.

Removing an Occupation

Now click on the Save icon to save these changes. Note: You may not delete an occupation that is currently being used by any data. Make the occupation inactive as an alternative.

Rearranging Occupations

You may sort your occupation list by clicking on the Active or Name headers using standard sorting techniques.

Marketing Setup: Promotions

Purpose

Promotions allow you to track the success of your various advertising and marketing ideas as well as control the discounting of services and/or products sold on client visit tickets.

Adding a Promotion

After entering the name and completing the following items, click the Save icon to save the promotion. 

The Begins and Ends fields are used for entering a beginning and ending date for the promotion. This determines when the promotion can be used on the client card and/or client visit ticket transactions. If the promotion does not have a specific time period, leave both fields blank. An example of a dated promotion would be an ad you have placed on the web or in your local newspaper. The ad runs from one specific date to another.

The Discount field is used to connect either a dollar ($) or a percentage (%) discount when the promotion is used to discount services and/or products on a client visit ticket transaction. Entering a discount amount is optional. The client visit ticket transaction will automatically apply any discount amount you entered when the promotion is connected with either services and/or products. 

The Cost field is for a fixed cost of the promotion. If the promotion has cost you anything, such as post cards or some type of ad, enter the final cost here. This information will appear on the Promotions List report to help analyze the sales income vs. the cost of the promotion.

Choose the marketing type:

Internal: promotions, specials, or marketing to your existing clients.

External: promotions, advertising and signage - for example, to help attract new clients to your business.

Both: promotions, specials, or marketing through advertising and signage that will be seen by your existing clients as well as new clients you want to attract to your business.

# pieces: the number of pieces field is used to show how many marketing type pieces were sent, if any. If you mailed out post cards, you would enter the number of post cards mailed here. This information will appear on the Promotions List report to help analyze the sales income per piece sent.

Changing a Promotion

Double-click a promotion name and make changes using standard text editing techniques. Once your changes are complete, click the Save icon to save the changes.

Making a Promotion Active/Inactive

Click to check or uncheck the Active checkbox in front of the promotion name, then click on the Save icon. Unchecked promotions will only appear in the promotion list when the Show Inactive checkbox is checked.

Removing a Promotion

Highlight the promotion that you want to remove and click on the Delete icon in the toolbar. Now click on the Save icon to save these changes. Note: You may not delete a promotion that is currently being used by any data. Make the promotion inactive as an alternative.

Sorting Promotions

You may sort your promotion list by clicking on the Active or Name headers using standard sorting techniques. 


Marketing Setup: Rewards

Purpose

The Rewards system within STX is a system that allows you to reward your clients for their continued loyalty.  By setting up simple rules, you can help your clients build point reserves that they can then turn in for discounts on products or services.  Only by continuing to frequent your business can they receive these discounts.

The Rewards tab is used to create various types of rewards programs you might use. By setting up Award Rules and Redeem Rules, STX will automatically reward your clients with Points to use towards future purchases. 

The Points are assigned specific dollar or percentage values, according to the rules you have established. Point balances accumulate independently in each program you design and they cannot be combined. They can be manually transferred should the need arise.

Reward Programs can be as basic, or as advanced and detailed as you need them to be. The flexibility of designing each reward program shows the possibilities to be virtually endless. Let your creativity be your guide!

NOTE: If you would like more information on purchasing the Rewards Program Module, go to Registration under your STX menu and click on Renew / Upgrade Online, or call our sales department at 800.766.4778 and a member of our team will be happy to assist you.

Choose a starting template. Earn Points for allows you to use and change a stock template to meet your needs. Build your own allows you to start with a blank program. This feature is more advanced in nature and will be described later.

After making your selection, and editing the details, click New.


Earn Points For Option

Use the popup menu to choose when the client will earn points. Each of these starting points can be customized to limit the types of products and services that receive value. 

Dollars Spent is for all dollars spent, regardless of what was bought.

Services Purchased is for all services purchased, regardless of the $ value. 

Products Purchased is for all products purchased, regardless of the $ value. 

Dollars Spent Option

Set the amount in the For every field to indicate how many dollars worth of points the client has to earn before being eligible to redeem them. The For every amount modifies the number of points for the Redeem rules. The Award rules are set to 100 points per dollar to make sure the client gets full credit for every penny spent. 

Select whether the points will be awarded based on Services, Products, and/or Gifts purchases by checking the appropriate boxes. 

Enter the discount amount in the of field.

Each of the following options will depend on the dollars spent meeting the requirement you’ve previously set. 

 

Services Purchased option

Select whether the points will be awarded for any service or choose a specific service from the popup menu.

Enter the discount amount in the of field.

Each of the following options will depend on the number of services purchased meeting the requirement you’ve previously set. 

Once each client has met the criteria, they will be eligible to redeem the item of your choice.

Products Purchased option

Set the amount in the For every field to indicate what the client must earn before they are eligible for an award. Select whether the points will be awarded on any product, or choose a specific product from the popup menu.

Using the client receives popup menu, choose between a fixed discount or a percentage discount. Enter the discount amount in the of field.

Select what the discount can be used for by choosing an option in the good for popup menu. Each of the following options will depend on the number of products purchased meeting the requirement you’ve previously set. 

Once each client has met the criteria, they will be eligible to redeem the item of your choice.

Example of Earn Points For Rewards Program

This example uses the template where the client will Earn points for dollars spent

The pre-set details are For every 100 dollars spent on services, products, and gifts, the client receives a fixed discount of $10.00 good for any service or product.

We named the rewards program All Spending. The Rules and Description for the rewards program will show on the right, listing the details of the program. 

Double-click any of the rules to make customizations to the setup. Click OK when the necessary changes are complete. Click Cancel to leave the rule unchanged. 

 Click New to create a new reward program. 

When finished setting up a rewards program, click Save and close the window.

Build Your Own option

Select the Build your own option and click New

Name the rewards program you are creating. In this example, we are creating a reward program for client referrals.

Click New Award Rule to establish the criteria for receiving the awarded points.

Enter a Title for the new award rule, and enter a Start Date and an End Date if necessary. If this is an on-going reward program, do not enter any dates.

Enter the desired number of point(s) to be awarded and make any necessary choices from the popup menus. 

In our example we are awarding 5 points for every referred client

If you would like to attach certain conditions for the points to be awarded, check the where box and use the popup menus to set the desired conditions. In our example, we want the new client being referred to us to have had less than 2 prior client visits in order for the referring client to be eligible to receive the 5 client referral reward points.

Click the plus (+) symbol to add another condition to the rule.

Click the minus (-) symbol to remove a condition from the rule.

Once the Award Rule is set, click OK. Click Cancel to discard your settings.

The new Award Rule will be listed. To add more rules to the reward program, keep clicking New Award Rule until all rules have been established. Once all award rules are set, it is time to establish some rules to decide the criteria for redeeming the awarded points.

Click New Redeem Rule to establish the criteria for redeeming the awarded points.

Enter a Title for the new redeem rule, and enter a Start Date and an End Date if necessary. If this is an on-going reward program, do not enter any dates. Check the Featured on ticket checkbox if you want the Client Visit receipt to show how close this client is to receiving this discount, the balance available toward each rule.

Enter the desired number of point(s) to be redeemed to equal either a dollar or percent discount to be given on either a service or a product. Make any necessary choices from the popup menus. 

In our example, we are allowing the client to redeem 15 points for a 10.00 percent discount on a service. We will be able to redeem the points on the client’s ticket when they are checking out.

If you would like to attach certain conditions for the points to be awarded, check the where box, choose from all or any of the conditions to be applied, and use the other popup menus to set the desired conditions.

In our example, we only want to give the 10% discount on services belonging to the Haircuts & Styling service group. None of the other services will be eligible for the 10% discount.

Click the plus (+) symbol to add another condition to the rule.

Click the minus (-) symbol to remove a condition from the rule.

Once the Redeem Rule is set, click OK. Click Cancel to discard your settings.

The new Redeem Rule will be listed. The Rules and Description for the rewards program will show on the right, listing the details of the program. In our example above, the referring client will receive 5 Referral Reward points for every new client referred, as long as the new client being referred has had fewer than 2 client visits (tickets). 

The referring client will be able to redeem the Referral Rewards points once they reach 15 points. They will redeem the 15 points to receive a 10% discount on any service within the Haircuts & Styling service group. 

To add more rules to the reward program, keep clicking New Redeem Rule until all rules have been established. Once all Redeem Rules are set, click Save and close the window.

Rule Conditions

Depending on the option selected for awarding or redeeming points, you will be allowed to set conditions for each Award and/or Redeem Rule

Options for Rule Conditions

Purchase Price – Allows options of either less than or greater than with a value amount.

Employee – Allows options of either is or is not with ability to choose a specific employee.

Service – Allows options of either is or is not with ability to choose a specific service.

Service Group – Allows options of either is or is not with ability to choose a specific service group.

Is Service Package – This is a True or False statement indicating the condition is requiring the purchase of a service package in order to award/redeem the discount given through the awarded points. There are no other popup menus to make selections when using this option.

Is Service Series – This is a True or False statement indicating the condition is requiring the purchase of a service series in order to award/redeem the discount given through the awarded points. There are no other popup menus to make selections when using this option.

Product – Allows options of either is or is not with ability to choose a specific product.

Product Group – Allows options of either is or is not with ability to choose a specific product group.

Product Line – Allows options of either is or is not with ability to choose a specific product line.

Is Product Package – This is a True or False statement indicating the condition is requiring the purchase of a product package in order to award/redeem the discount given through the awarded points. There are no other popup menus to make selections when using this option.

Service Subtotal – Allows options of either less than or greater than with a value amount.

Retail Subtotal – Allows options of either less than or greater than with a value amount.

Gift Subtotal – Allows options of either less than or greater than with a value amount.

Transaction Total – Allows options of either less than or greater than with a value amount.

Visit Type – Allows options of either is or is not with ability to choose a specific visit type.

Day of Week – Allows options of either is or is not with ability to choose a specific day of the week.

Date – Allows options of either less than or greater than with an area to type a date. If less than is chosen, any tickets with dates prior to the date selected will be considered when applying the conditions to the rule. If greater than is chosen, any tickets with dates after the date selected will be considered when applying the conditions to the rule.

Client Has Flag – Ability to choose a specific client flag.

Was Paid With – Ability to choose a specific payment type.

Prior Client Visits – Allows options of either less than or greater than and gives an amount filed to indicate the desired number of visits required. This condition is used when an Award Rule is set for awarding points for every referred client

Once all of the conditions for the Award and/or Redeem Rule have been set, click OK. Click Cancel to discard your settings.

Examples of Rewards Programs

All Spending

Using the Earn points for option, we left all settings the way they were. 

The rules are set to 100 points per dollar to make sure the client gets full credit for every penny spent. 

This All Spending reward program will award 100 points for every dollar spent on services, 100 points for every dollar spent on products, and 100 points for every dollar spent on gift certificates and/or gift cards. 

Once the client has been awarded 10,000 points, he/she can trade the points in for a $10 discount good for any product or any service. 

If the client wants to redeem the points for the $10 discount on BOTH a product and a service, they must have accumulated at least 20,000 points. 

The more points the client is awarded, the more discounts they can receive on products and services.

Gifts Rewards 

Using the Earn points for option, we left all settings the way they were, except we unchecked the services and products checkboxes. 

This Gifts Rewards reward program will award 100 points for every dollar spent on gift certificates and/or gift cards, equivalent to 1 point per each penny spent. 

Once the client has been awarded 10,000 points, he/she can trade the points in for a $10 discount good for any product or any service. 

The rules are set to 100 points per dollar to make sure the client gets full credit for every penny spent.

If the client wants to redeem the points for the $10 discount on BOTH a product and a service, they must have accumulated at least 20,000 points. 

The more gifts the client purchases, the more points the client is awarded, and therefore the more discounts they can receive on products and services.

Referral Rewards

Using the Build your own option, we set up an Award Rule and a Redeem Rule

The Award Rule is set so the client doing the referring will be awarded 5 points for every referred client, but only if the ‘new’ client being referred has had less than 2 prior visits. 

The Redeem Rule is set so the client doing the referring can redeem 15 total points in order to receive a 10% discount on any service belonging to the Haircuts & Styling service group. 

Each time an existing client refers a ‘new’ client, the existing client will automatically be awarded 5 points into his/her reward account. Once the existing client has earned 15 points, they will be able to redeem those points for the 10% discount on any service in the Haircuts & Styling service group.


Everything Rewards

Rather than separating the All Spending, Gifts Rewards, and a Referral Rewards programs into 3 separate programs, you might consider rolling them all into one program, called something like an Everything Rewards program. 

Using the Build your own option, we set up several Award Rule and Redeem Rule items.

With the Everything Rewards program, we are awarding 100 points for every dollar spent on Services, 100 points for every dollar spend on Products, 100 points for every dollar spent on Gifts, and 5 points for each new client referred. 

Service Spending – The Award Rule is set to award 100 points for every dollar spent on services, equivalent to 1 point per each penny spent. This rule does not contain any conditions.

 Product Spending – The Award Rule is set to award 100 points for every dollar spent on products, equivalent to 1 point per each penny spent. This rule does not contain any conditions.

Gifts Spending – The Award Rule is set to award 100 points for every dollar spent on gift certificates and/or gift cards, equivalent to 1 point per each penny spent. This rule does not contain any conditions.

Referral Award – The Award Rule is set to award 5 points for every referred client. This rule does not contain any conditions.

*Gifts Redeem – The Redeem Rule is set so the client can redeem 1000 awarded points in order to receive a 10% discount on any service. This rule does not contain any conditions.

*Products Redeem – The Redeem Rule is set so the client can redeem 1000 awarded points in order to receive a 10% discount on any product. This rule does not contain any conditions.

*Referral Redeem – The Redeem Rule is set so the client can redeem 25 awarded points in order to receive a $10 discount on any service. This rule does not contain any conditions.

*Service Redeem – The Redeem Rule is set so the client can redeem 1000 awarded points in order to receive a $10 discount on any service.

Placing the * in front of the name of the Redeem Rule will force them to appear at the top of the Promotions List report. This makes it easier to see what was redeemed using the promotion for discounting the Client Visit ticket transaction.

If the client has been awarded enough points for, say, a 10,000 point balance, he/she will be able to redeem those points towards services and/or products based on the rules set. In some cases, they would be able to choose between a $ discount or a % discount, but ultimately they can decide where they want to redeem their points.

Spa Rewards

Using the Build your own option, we set up an Award Rule and a Redeem Rule

 The Award Rule is set so 1 point is awarded each time a client purchases services belonging to either the Skin Care Services, Massage Services, or the Body Treatments service groups. These are all service groups within the Spa department, therefore each time a Spa service is purchased, the client will be awarded 1 point into his/her reward account.

The Redeem Rule is set so the client can redeem 10 points in order to receive a 10% discount on any service belonging to either the Skin Care Services, Massage Services, or the Body Treatments service groups. 

These are all service groups within the Spa department, therefore the client will only be able to receive the 10% discount on Spa services.

Implementing Rewards Programs

After setting up each reward program, you must assign a Reward #, much like an account number, to each client participating. There are a couple of different ways to add a Reward # to a client’s record – while entering a Client Visit transaction (recommended) or on the client’s card (optional).

Client Visit – Assign Reward #

It is recommended to always create a new Reward # on the Client Visit ticket transaction for each client. You can make this part of the check OUT process. It makes sense to sell the client on the concept of Rewards when you're checking them out because you already have the ticket open. 

If you see that the Reward # field is blank, you could ask the client "Are you a member of our Rewards program? No?  Would you like to join?  It's free and it will earn you discounts on future purchases. Based on what you have purchased today, you already have 250 points towards a discount on your next visit." 

When the client is ready to check out, open the Client Visit ticket transaction for the client you want to assign a Reward #. Just below the Visit Type popup menu is the Reward # field.

Enter the Reward # you want to assign to the client. Either scan a Reward Card, or use the ticket number as the new Reward # for a manual entry. If you have a pre-existing account # for a client, you can enter that number on the ticket as well.

If you do not have a pre-assigned account / tracking number or a Reward Card to scan, you must come up with your own unique Reward # for the client. Here are a couple of suggestions on how to come up with the required unique numbers. The Reward # field is set so there are no restrictions as to what can be entered. Spaces, dashes, letters, numbers, or a combination of these can all be used to create a new Reward # for each client. 

- Use the ticket # showing in the title bar of the client’s open ticket transaction.

- Use the client's initials in front of the street # in the client's address. For instance, if Carol Bell lives at 442 Spring Street, the Reward # would be CB442. If there will be an instance where more than one client with the same initials live at the same street address, then use the middle initial as well. So, Carol's middle name is Ann, the Reward # would be CAB442.

Hitting the Tab key on your keyboard after entering the Reward # will bring up the following alert.

Click Create And Make Default to have the Reward # added to the client card. This will show as the Default Reward # assigned to the client.  

Click Cancel to cancel making a new account for the client.

Click Create Account if you want to create the account but will require clients to identify themselves as rewards participants at each checkout.  If you want to make the Reward # the Default Reward # assigned to the client, click the “hand” symbol.

The Reward # will be added to the client card as the Default Reward #. 

When creating a new Reward # on the ticket for a client, you have the option of making that account the Default account or not, as seen above. Some places will require the client to bring their 'reward' card with them each time. If this is the case, we don't want to make the account the Default account because we want the client to prove they have an account. 

An account flagged as the Default account will automatically show on the ticket once the client name is entered. In this case, the client does not have to prove anything, and all awarded and redeemed points will go to/against the default account. 

Client Card – Assign Reward #

Optionally, you can create a new Reward # by going to the client’s card. This option is perfect for batch loading pre-existing account / tracking numbers for reward programs you already have in place. Open the client card for the client you want to assign a Reward #. In the lower-right hand corner is the Promotions area, which includes the Reward # field. 

Scan a Reward Card if you have one, or enter the Reward # you have pre-assigned to the client. Hit the Return key on your keyboard. The following will appear.

Click Create Account. The Reward # will be used as the Default Reward # for the client. Click Save to save the Reward #.

If you want the points to go into a different account assigned to the client, simply change the Reward # showing on the Client Visit transaction.

This client has 2 accounts assigned. Account #1006 is the Default account. 

Changing Accounts

All points awarded will go into the Default Account #1006, as seen below.

Open the appropriate ticket number and change the Reward # to the other account you wish to have the points awarded to.

Looking back on the Billing tab of the client’s card we can see Ticket #435 has transferred the points to the other account, which is NOT the Default account.

Adjusting Points

Choose Add or Subtract, enter the appropriate number of points to adjust, and choose which reward program you want to adjust. When finished, click Adjust Points.

For example, if you would like to split the points earned between the two accounts for the client: The total number of points earned is 11,500, but it is associated with Account #1007. You would like to split the 11,500 between Account #1006 and Account #1007. 

Highlight Account #1006 and click Adjust Points… Choose Add and enter the amount equaling half of the original points earned – in this case it is 5,750. Click Adjust Points.

Highlight Account #1007 and click Adjust Points… Choose Subtract and enter the amount equaling half of the original points earned – in this case it is 5,750. Click Adjust Points.

Deleting Accounts

Before deleting any accounts, you must make sure no points have been awarded.

Because the alert says it is in use by NO clients, it is safe to delete the account, even though it says with 2 events. The 2 events are reflective of when points were added to or removed from the account, either by manual adjustments or through entering a Client Visit transaction. 

Adding Rewards Points to an Account

Each time a client meets the criteria set for any of the Reward Programs you have created, the Rewards Points will automatically be awarded to the client. All points are automatically awarded to the client as long as their reward number appears on the ticket, so you don’t have to worry about awarding them manually.

Mary Jo Anderson has a default Reward # of 1002. As soon as we open a Client Visit transaction for this client, the Reward # automatically appears. If the client has more than one Account, the Default account will appear.

If you would like to add the points to a different account, simply type the other account number info the Reward # field. All awarded points will go to the Reward # account showing on the Client Visit transaction. 

NOTE: Points are only awarded for fully paid Client Visit ticket transactions.

Redeeming Rewards Points

If a particular redemption rule has been marked as Featured On Ticket, it will be included on the ticket with the balance available toward the rule.

When a client purchases Services or Products meeting the criteria set for redeeming reward points and if the client has enough points to make a redemption, the Promotion popup menus will appear in GREEN with the word Default.  

NOTE: The Rewards promotions will appear on each of the Services and Products tabs of the Client Visit transaction as long as a redemption rule matches the product or service selected. 

In the following examples, we are looking just at the Services tab. Remember, the same rules for redeeming Rewards Points of any kind will generally apply to both the Services and Products tabs.

Looking at the Promotion options for the Foil Highlight service, we can see where the client is eligible to receive a $10.00 off any service discount because of the points awarded through the 10000 All Spending reward program. 

Selecting the $10.00 off any service promotion will automatically deduct $10 from the service price, and it will remove the promotion option from other services once it has been redeemed.

Only if the client has earned enough points will the promotion remain in the Promotion popup menu for other services.

Looking at the Promotion options for the Womens Cut service, we can see where the client is eligible to receive a $10.00 off any service discount because of the points awarded through the 10000 All Spending reward program. Because we did not select the $10.00 off any service promotion for use with the Foil Highlight service, it still remains as an option for use with the Womens Cut service. 

However, after applying the $10.00 off any service promotion to the Foil Highlight service, it is no longer available for use with the Womens Cut service. 

Looking at the Promotion options for the Womens Cut service, we can see where the client is eligible to receive the Referral Points discount because the client has earned 15 Referral Rewards

The Promotion options will only show reward options if the client is eligible and if all rules and conditions have been met. The Referral Points discount shows as an option because the Womens Cut service belongs to the Haircuts & Styling service group. The Reward Program for client referrals is set so the discount can only be taken on services belonging to the Haircuts & Styling service group.

The Referral Points discount is not available under the Foil Highlight service because the Reward Program is set so the Referral Points discount can only be redeemed on services within the Haircuts & Styling service group. The Foil Highlight service belongs to a different service group and therefore is not available for redeeming the Referral Points discount.

A positive number indicates Points were awarded. A negative (-) number indicates Points were redeemed.

Receipts

To see Rewards information during the checking out process, click the Show / Hide Receipt icon in the toolbar of the Client Visit ticket transaction.              

The receipt will show how many total points the client has been awarded, including what is being awarded on the current visit. If the client has redeemed any points on the current ticket, the Rewards section of the receipt will show how many points were redeemed, as well as the Balance of points available for redemption on future purchases. 

Reporting

The Promotion List report, found in the Setup reports, shows information about promotional discounts given when reward points are redeemed. Set the Start Date and End Date for the report and click Print… All promotions, including those related to the Rewards Program, will be included on the report.

The Promotion List report shows information where a promotion was applied. The information is detailed for both the period the report was printed for, as well as for the lifetime of the promotion.

STX DesktopSTX Software