How to use the RepairDesk Loyalty Program

How to use the RepairDesk Loyalty Program

RepairDesk offers a Loyalty Program feature that allows businesses to engage and retain customers by offering them purchases in-store through loyalty points. This guide will walk you through the steps of setting up and using the RepairDesk Loyalty Program.

Steps to Enable the RepairDesk Loyalty Program

  1. Log into your RepairDesk account and select "Store Settings" from the menu.
  2. Click on "Loyalty" from the left-hand side menu.
  3. Click on the "Enable Loyalty" button to activate your Loyalty Program.
  4. In the Loyalty Calculation section, enter the value of loyalty points your customers would earn in the "Loyalty" field.


5. Enter the amount that customers would receive against the loyalty points in the "Amount" field.
  • Note: The Loyalty value cannot be greater than the Amount value.

6. Optionally, enable the Bonus Loyalty field to reward customers who sign up for your loyalty program for the first time with bonus loyalty points.
7. Set the Referral Loyalty bonus amount in the Referral Loyalty field if customers are referred by another customer.
8. Enable the Send email to admin when a customer signs up for loyalty program trigger if you want to receive an email notification.
9. Customize the Welcome Email Template to send invitation emails to customers and provide a signup link to your loyalty program portal.
10. Click on "Save Changes" to save the settings for your loyalty program.

Setting Loyalty Points for Products and Services

  1. To set how many loyalty points customers will earn on individual products, go to the Manage Inventory section.
  2. Open the product you want to adjust and select the "Loyalty" tab.


3. Choose between Custom Loyalty and Default Loyalty:
  • Custom Loyalty: A fixed loyalty value that customers will earn regardless of the product's list price.
  • Default Loyalty: Linked to the price of the product, so loyalty points will change based on the loyalty criteria set against the store.

Enable Loyalty for Individual Customers


  1. Navigate to the Manage Customer section and click on "Edit Customer" for the specific customer.
  2. Find and turn on the "Enable Loyalty" trigger to manually enable loyalty for that customer.

How to Issue Loyalty Points

  • Select a customer while creating an invoice on the POS screen to issue loyalty points.
  • Add items to the cart and click on the Checkout button.
  • When the customer makes the full payment on their invoice, loyalty points will be issued to them.
  • You can track issued loyalty points for a particular invoice from the Manage Invoices section.
  • Loyalty points issued to the customer can also be tracked in the View Customer detail page under the loyalty history section.

How to Redeem Loyalty Points

  • On the Checkout screen while creating an invoice, select Loyalty as the payment method.
  • Customers can choose to pay the entire sale amount or part of it with their available loyalty points.
  • Note: The Loyalty payment method will only be available if the loyalty points are sufficient to cover the entire sale amount.

How to Issue Loyalty Refunds

  • If a customer wants a refund for an invoice on which they earned loyalty points, those points will also be refunded.
  • Loyalty points will be fully refunded if an invoice is partially refunded.
  • To revert loyalty points, select VOID instead of ISSUE in the add loyalty pop-up, enter the value to revert, provide a reason, and save the changes.

Loyalty Report

  • The Loyalty Report provides a comprehensive overview of all loyalty points issued, redeemed, and refunded to customers.
  • It helps you evaluate the effectiveness of your loyalty program and maintain store-wise statistics.

Emails and Notifications on the Loyalty Program

  • Customers will receive automated emails or SMS notifications when loyalty points are issued, redeemed, or refunded.
  • Default email/SMS templates are available in the Emails and Notifications section of your Store Settings for customization.
  • Macros can be used to edit and customize the email templates.

Note: Loyalty rewards can only be issued to customers selected while making an invoice. Walk-in customers will not earn loyalty points unless they are associated with a customer record.

FAQs


Q. Will my customers be able to keep track record of loyalty points earned?
A. Yes. You can instruct your customers to view their loyalty history by using the Customer Portal. In case a customer does not have access to the Customer Portal, they can reach out to you directly to get their login credentials.

RepairDesk Loyalty Program Setup Image 7

Q. Is it possible for my customers to sign up for the loyalty program multiple times?
A. No. A customer can sign up to the loyalty program only once. If they try to sign up again, the system will display a notification telling them that they are already signed up.

Q. Will a customer earn any loyalty points if the loyalty is enabled for the customer but not the product being sold?
A. In order for your customer to earn loyalty, it is important that the loyalty trigger is enabled for that customer, on the product being sold, and for the customer to be selected while making an invoice.

Q. How does loyalty work with discounts?
A. Line item discounts have an impact on the default loyalty of the product/service, and the loyalty earned will be on the amount after discount.
For example, if you have added a 10% line item discount to a product whose price is $100. The loyalty points will be calculated on the discounted price of the product, i.e. $90.

Overall discount will not have any impact on the loyalty points earned.

Q. Will loyalty points be earned on partially-paid invoices?
A. No. Loyalty points will not be earned on partially-paid invoices, and will only be issued once an invoice is fully paid.

Q. Can I add loyalty points to a customer's record manually?
A. Yes. Loyalty points can be manually added to a customer's record from the View Customer page as well as from POS.

RepairDesk Loyalty Program Setup Image 8

Q. Can my customers redeem their loyalty points at any store location?
A. If your customers are shared across the business and loyalty is enabled on all store locations, then customers can redeem their loyalty points at any store location. Otherwise, they will be able to redeem loyalty points only at the store from where the loyalty points were earned.

Q. Can I issue loyalty points when an invoice is paid from the "Manage Invoices" section?
A. Yes. You can issue and redeem loyalty points from the Manage Invoices section.

Q. If any of my customers is a third-party customer, will they still be able to earn and redeem loyalty points?
A. In case of third-party customers, loyalty points will be issued to the third party, and can be redeemed by third-party customers.

Q. Why am I unable to see the option to enable/disable loyalty for customers from customer groups?
A. The loyalty points for customers that fall into any customer group are linked with that particular customer group. In this case, if loyalty points for the customer group is enabled, the customers in that group will receive loyalty points.

Q. Will my customers will be able to redeem loyalty points after I have disabled the loyalty module?
A. No. Once the module is disabled, your customers will not be able to redeem their outstanding loyalty points.

Q. Can I send the loyalty program invitation link to my customers through emails and SMS?
A. Yes, you can. We have included a macro for you to invite your customers to sign up to your loyalty program. You can include this macro in the emails and SMS you want and send an invitation to your customers anytime.

RepairDesk Loyalty Program Setup Image 9

Q. Will this module work on the iPad POS Register app as well?
A. Yes. You can issue and redeem loyalty points on invoices made from the iPad POS Register app. Our team is working on adding the option to set custom and default loyalty from iPad soon.

Q. How can I add loyalty login portal to my website?
A. You simply have to copy and paste the given iFrame code to desired location on your website where you want to show the loyalty login portal. Under Welcome Email template tab --> you will see the option to generate iFrame code.



The loyalty signup portal will be shown on your website from where your customers can sign up for the loyalty program directly.

Q. I don't want to issue loyalty points to customers on purchasing gift cards. How can I do that?
A. Its really simple. We have a trigger in loyalty module settings to offer loyalty on selling gift cards. By default this trigger will be OFF and no loyalty points will be offered when gift card is sold. If you turn this trigger ON, loyalty points will be issued when gift cards are sold.


This trigger will only be shown to those customers who have gift cards module enabled.

Q. Will I be able to see loyalty points, gift cards number and value when customer details are exported?
A. Yes definitely, when you will export customer details, you will see the loyalty points issued, number of gift cards against that customer, total value of these gift cards and store credits issued to the customer in exported file.

Q. Can I send an email/sms reminder to my loyal customer when I am about to end the loyalty program?
A. Yes you can send an email to your loyal customers to remind them to use available loyalty points when you are about to end the loyalty program. Besides welcome email tab, you will get a tab to send program ending email as shown below


You can customize this email as per your requirements.