How do I setup Rewards and Referrals?

How do I setup Rewards and Referrals?

Managing customers rewards is done in three sections

You can find these 3 sections in the Admin menu under R&R Setup

Point Setup



  • Add Tier – See the chart to understand how referrals are interlinked.
  • Establish a point value for each level, and each visit

Levels Setup

  1. Define rewards tiers to be required in order to redeem rewards restricted to that level (see below).

Reward Setup


  • Name an award
  • Establish a point value for the reward
  • Set the minimum eligible level to be able to redeem the reward
  • You can also delete reward options from here

How do I recognize rewards?

From the Workflow screen, the “R” button will be green if clients qualify for awards.


  • Click the “R” Icon and you will be brought to the customer profile screen.
  • Click on "Rewards"
  • Click on the Redemptions tab, then click Redeem next to the applicable reward if the client wishes to spend their points
  • View Redemption History at the bottom

You can add make manual adjustments to a client's points by clicking the pencil next to the clients points balance


  • You can both add and subtract points from this screen.
  • The example here shows a situation where a mistake was made and the client is being awarded 40 extra points for redemption.
  • Likewise, you can use points as a random thank you for your preferred clients.
  • The system allows you complete flexibility in points management


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