Discount loyalty program

There are two types of spaces in Altegio: locations and chains. Locations — with yellow highlight on the left, chains — with purple highlight on the left. Locations and chains have different sections. 

To open the chain you need to do the following:

1. Click the name of the location in the top left corner.
2. In the drop-down list select the desired chain.

Creating a program

To create a discount loyalty program go to the Loyalty section in the chain interface and add a script and a rule according to which this program will apply. The script will be indicated in the card type settings and the rule - in the promotion settings.

1. Create a card type (find detailed manual in this article) and a promotion (find detailed manual in this article).

2. Attach promotion to this card type. There are two options to do that: in the card type settings and in the promotion settings.

                                           

3. In the promotion settings you can select one of the following types:

• Fixed discount. It will be permanent regardless of the number of visits or sum spent. It can be either a fixed amount or a fixed percent.
• Cumulative discount (visits). It can grow depending on the number of visits. Number of visits and discounts are determined using rules.
• Cumulative discount (sold). This discount will grow depending on the amount sold to the client for the whole history of visits (sold = amount of sales of products and services at their nominal cost not including discounts and bonuses). The amounts of sales and discounts are determined using rules.
• Cumulative discount (paid). This discount will grow depending on the amount the client paid during their whole history of visits (paid = sum paid for products and services including all discounts). The amounts of payments and discounts are determined using rules.
• Discount for a set number of accumulated services. This special offer allows you to configure discount type ‘Receive service #* for free’. For instance, if you would like to create a special offer ‘6th service for free’ you will need to indicate ‘5’ in the For what quantity of services issue a discount field.

4. For cumulative discounts you will need to indicate the following:

4.1. Source of parameters for rules. You can indicate where from to take the data (amount paid by client, amount sold to client, amount of visits), according to which discounts will be calculated:

• Entire chain — from all locations of the chain
• Active locations — locations selected for the promotion in the Valid for the locations list
• Loyalty card — locations selected in the card type

4.2. Starting date of history. Date from which the system should consider the visits to calculate the amount of paid by, sold to, and visits of the client.

For instance, the client has 10 visits in chain locations this promotion is valid for. Out of those visits 5 took place before August 15th, 2022 and other 5 — after August 15th, 2022.

If in the Starting date of history field you indicate August 15th, 2022 then only the latter 5 visits will be considered towards promotion.

4.3. Rules for determining the value of promotion (depending on the type selected):

• Visits from > discount amount (1)
• Sold from > discount amount (2)
• Paid from > discount amount (3)

4.4. Rules for validity and cancelation of the special offer:

• Cancel discount (since last visit): number of days/weeks/months/years
• Notification about the cancellation / end of subscription period: indicate when you would like to notify the client before said event.

5. For a discount for a set number of accumulated services indicate the following:

5.1. Source of parameters for rules:

• Entire chain — from all locations of the chain
• Active locations — locations selected for the promotion in the Valid for the locations list
• Loyalty card — locations selected in the card type

5.2. Starting date of history.

5.3. For what quantity of services a discount should be issued.

5.4. Bonus: percent of the sum or fixed amount.

5.5 Rules for determining the value of promotion (depending on the type selected):

• Service > discount amount

5.6. List of services which will be considered for the discount.

Applying the discount

NB!

Loyalty card must be issued before a client's appointment. Read about issuing cards in detail in the following article.

In the next appointment you’ll be able to use the card during payment. Administrator can change the amount of discount if necessary. Learn about this in detail in the article.

History of discount application

You can view the history for discounts accrued/applied and bonuses cancellation dates as well as write off and accrue additional discounts in the client’s card in the Clients > Client Database section in each card or in the Loyalty tab in the appointment.