Find customers by package, credit, points or vouchers
- Open Customers & members → Packages & credit. Tabs: Packages held, Credit balances, Points, Vouchers.
- Use Filters (e.g. sessions left, expiring within days, no visit for days, tier, tag, birthday month). Save as segment keeps the filter.
- Tick customers (or Select all) and choose WhatsApp broadcast, Export CSV, Issue voucher or Add tag.
Issue a voucher or promo code
- For selected customers press Issue voucher; for one customer open the profile → Points & vouchers → Issue voucher.
- Choose the type: Amount off, Percent off or Free service, the value, Valid for (days) and limits (branches, categories, uses).
- For a shared code use New promo code under Promo codes. Tick Usable in the online shop to allow it at the online checkout.
Points on a customer
- Profile → Points & vouchers shows points, history, rewards and vouchers.
- Adjust points adds or deducts points with a reason.
- At Checkout with the customer attached, use Use points or type a voucher code and press Apply.
- The points programme itself is set up in Membership & points.
Signed in? Open the help assistant in the app for answers tailored to your role.