Loyalty Card: How to set It

Step-by-Step Guide to Managing Loyalty Cards on YBP

1. View Loyalty Cards

• Go to the Loyalty Cards section in YBP.

• You’ll see a table listing all available loyalty cards with details like:

  • Name: Name of the loyalty card (e.g., “Loyalty Card – Ezones R’Dam (Bredestraat)”).

  • Expiration Days: How long the card is valid (e.g., 365 days).

  • IsActive: Whether the card is active or not.

  • Action: Options to EDIT or DELETE the card.

• Use the SEARCH bar to find specific loyalty cards or click RESET to clear the search.

2. Create a New Loyalty Card

• Click CREATE in the Loyalty Cards section.

• Fill in the details:

  • Card Name: Name of the loyalty card (e.g., “Loyalty Card – Ezones R’Dam (Bredestraat)”).

  • Is Active?: Toggle to activate or deactivate the card.

  • Add Promotion: Search and select services to include in the loyalty card (e.g., “Russian Manicure,” “Pedicure with GelPolish”).

  • Days in Expiry: Set the expiration period (e.g., 30 days).

• Click SAVE to create the loyalty card.

3. Issue a Loyalty Card to a Customer

• Click ISSUE in the Loyalty Cards section.

• Search for the customer by Name, Email, or Mobile Number.

• Select the customer and assign the loyalty card.

• The system will generate a Card Number and track Cash Back or rewards.

4. View Issued Loyalty Cards

• Click ISSUED CARDS to see which customers have been issued loyalty cards.

• The table will display:

  • Card Number: Unique number for the loyalty card.

  • Card Name: Name of the loyalty card.

  • Customer: Name of the customer who received the card.

  • Mobile Number: Customer’s contact information.

  • Cash Back: Rewards or cash back earned by the customer.

5. Edit or Delete a Loyalty Card

• In the Loyalty Cards section, locate the card you want to modify.

• Click EDIT to update details like the name, promotions, or expiry.

• Click DELETE to remove the loyalty card from the system.

6. Monitor Loyalty Card Usage

• Regularly check the ISSUED CARDS section to monitor:

  • Cash Back: Rewards earned by customers.

  • Expiration: Ensure cards are used before they expire.

Key Tips for Managing Loyalty Cards on YBP:

1. Use Clear Names: Make it easy to identify the purpose of each loyalty card.

2. Promote Active Cards: Notify customers about active loyalty cards and their benefits.

3. Track Rewards: Monitor cash back or rewards to understand customer engagement.

4. Set Expiry Dates: Encourage timely usage by setting reasonable expiration periods.