Loyalty Point Earning Rules

Video Walkthrough

What This Page Covers

Defines when points are granted, how rules are calculated, and how to troubleshoot missing points before customers complain.

Roles and Estimated Time

• Roles: owner / front desk / shift lead
• Time: 3-10 minutes

Entry

Customer list -> Customer Details -> Points

Before You Start

• Confirm your salon has points enabled in Points Settings.
• Confirm one test order is linked to a real customer.
• Confirm your team marks bookings/orders in the same final status flow.

Steps

1. Open Customer Details and switch to the Points tab to confirm current Points Balance, Total Earned, and Total Redeemed.
2. Verify trigger timing: service points are granted after booking/order is marked completed; product-sale points are granted after successful Sell Products submission with a bound customer.
3. In Points Settings, verify earning rules for services/products/tips and confirm rates are not zero.
4. If points are missing, check in order: completed status, customer binding, rules enabled, then Point Transactions for refund/rollback records.
5. Recalculate one sample order using current rules and explain differences with transaction logs.

Acceptance Checklist

• Staff know the exact trigger point and do not pre-complete orders.
• Rule setup and earned points are explainable with one sample order.
• Missing-point cases can be diagnosed in three checks.

Key Notes

• Anonymous orders do not grant points.
• Always verify completion status and customer binding before escalating.

FAQ

Action succeeded but list does not update.

Refresh Customer Details and reopen Points; then verify transaction records.

Result differs from expectation.

Recheck active earning rules and whether a refund or reversal adjusted the original points.