Offers & rewards

Send an offer to one client from their profile, and give or adjust their loyalty points and rewards by hand.

There are two ways to reward an individual client from their record: send them an offer (a discount or promo), or adjust their points directly. This page covers both. For building offers for whole audiences, see Offers.

Send an offer to a client

You can target a single client with an offer from a few places:

• From the client’s profile, select Send Offer.
• If the client is at risk or churned, use the Send Win-Back Offer button on the banner at the top of their Overview tab.
• From the Clients list, use Send offer in a client’s quick-actions menu.

Any of these opens the offer builder with this client already set as the audience, so you don’t have to find them again.

Screenshot: a client profile's Send Offer button, and the offer builder opening with the client pre-selected as the audience.

Offer types, briefly

In the builder you choose the kind of offer:

• Promotion: a time-limited discount.
• One-time Offer: a scratch-and-reveal style offer the client taps to unlock.
• Promo Code: a code the client enters at checkout.

You set the discount as a percentage or a fixed amount (capped at your clinic’s maximum), choose the schedule, and, because you came from a client, the audience is already set to that specific client.

When you send from a client’s profile, the audience is pre-filled to that one client. You can still widen it to a segment or all clients in the builder.

For the full offer builder, covering every type, discount rule, scheduling option, and audience choice, see the dedicated guide:

Offers, promotions & promo codes

The complete offer builder, start to finish.

Referral rewards

If a client has invited a friend, their referral reward is not a points adjustment and does not appear here. Referral rewards are paid as a cash value in your own currency, and every invitation is tracked on the Referrals page instead.

The Referral reason in Adjust Points is for a manual goodwill gesture only. It is not connected to the referral programme, and using it does not create or replace a referral reward.

Give or adjust points and rewards

To give a client points, take points away, or fix a balance, use Adjust Points on the client’s Membership & Rewards tab. This is the one place to change a client’s points by hand.

1. Open Membership & Rewards

   On the client’s profile, open the Membership & Rewards tab and find the Points Balance section.

2. Enter the adjustment

   In Adjust Points, enter the change. Use a + to add points (for example +50) or a - to remove them (for example -20).

3. Choose a reason

   Pick a reason so the adjustment is recorded:

   Reason	When to use it
   Manual	A goodwill gesture or correction
   Check-in	Credit for an in-person visit
   Google Review	Thank a client for leaving a review
   Referral	Reward a client who referred someone

4. Apply

   Select Apply Adjustment. The client’s balance updates and the change is logged in their Reward History.

How rewards, goals, and tiers work

Points feed the client’s loyalty tier and their reward goals. As a client earns points they progress along their Rewards journey, unlocking goals along the way, which you can follow on the Membership & Rewards tab. Adjusting points here moves the client along that journey just as an earned point would.

The reward goals and tiers themselves are set up for your whole clinic under Rewards. To change what clients can earn and unlock, see:

Loyalty & rewards

Set up points earning, reward goals, and tiers for your clinic.

Handing out points for Check-in is usually automatic when you scan a client in, you only need Adjust Points for manual credits and corrections. See Check a client in.