Rewards
Rewards automatically generate and send promotional incentives to customers based on trigger conditions. Automate birthday gifts, spend milestones, and seasonal promotions to boost customer retention.
How Rewards Work
- You create a reward with a trigger condition and target audience
- The system regularly checks if conditions are met for each customer
- When triggered, a unique reward token is generated
- The token is sent to the customer (email/notification)
- The customer redeems the token at checkout
- The system tracks redemption and expiry
Creating a Reward
Navigate to Rewards in the left sidebar and click New Reward.
Basic Details
| Field | Description |
|---|---|
| Name | Reward name (e.g., "Birthday Gift", "New Year Promotion") |
| Description | Optional details about the reward |
| Status | Active, Paused, or Archived |
Reward Type
Choose what the customer receives:
| Type | Description |
|---|---|
| Percentage Discount | E.g., 10% off |
| Fixed Amount Off | E.g., £50 off |
| Free Service | Free service with customisable label (e.g., "Free Consultation") |
Frequency
| Option | Description |
|---|---|
| One-Time | Single reward per customer, ever |
| Recurring | Triggered each time the condition is met |
Redemption Validity
Set how many days the customer has to use the reward (e.g., 30 days). After this period, the token expires automatically.
Trigger Conditions
Choose when the reward is awarded:
| Condition | Configuration | Description |
|---|---|---|
| Birthday | Days before birthday | Sends the reward a set number of days before the customer's birthday |
| Spend Threshold | Spending amount | Triggers when the customer's total spending reaches the threshold |
| Fixed Date | Specific date | Awards the reward on a single specific date |
| Date Range | Start and end dates | Awards the reward during a specific date period |
Audience Targeting
Choose who receives the reward:
| Audience | Description |
|---|---|
| All Contacts | Every contact in your database |
| Members Only | Only customers with active memberships |
| Active Customers | Customers meeting your custom activity definition |
Additional filtering rules can be configured for more specific targeting.
Reward Scope
Control which services the reward applies to:
| Scope | Description |
|---|---|
| All Services & Bundles | Applies to everything |
| Specific Categories | Only services in selected categories |
| Specific Services | Named individual services |
| Service Variants | Specific variants of a service |
| Service Extras | Specific add-ons |
| Service Bundles | Specific bundles |
Managing Rewards
Rewards List
The list shows all your rewards with:
- Reward name
- Condition type icon
- Reward type and value (e.g., "10% off", "£50 off", "Free Consultation")
- Status badge (Active, Paused, Archived)
- Frequency badge (One-Time, Recurring)
Editing a Reward
Click on any reward to edit its configuration. The edit page also shows token statistics:
| Metric | Description |
|---|---|
| Sent | Total reward tokens sent |
| Redeemed | How many were used |
| Pending | Awaiting redemption |
| Expired | Past the validity window |
Changes to a reward only apply to future tokens. Existing tokens already sent to customers are not affected.
Reward Token Lifecycle
| Status | Description |
|---|---|
| Pending | Generated, awaiting send |
| Sent | Delivered to customer |
| Redeemed | Used at checkout |
| Expired | Past the redemption window |