Loyalty Engine guardrails

Set the spending limits and caps that keep your automated offers and rewards under control: the maximum discounts, budgets, and push frequency the engine is allowed to use.

The Loyalty Engine page holds your guardrails, the limits that cap what Zovi’s automated offers and rewards are allowed to give away on your behalf. Open Settings from the account menu in the top-right, then choose Loyalty Engine from the tab strip.

Loyalty Engine settings are owner-only. Only the clinic Owner can open and change this page. Managers and staff can’t see it.

Screenshot: the Loyalty Engine Guardrails page showing the discount caps, monthly budget, push limits, and win-back settings.

Why guardrails matter

Zovi can generate offers and rewards automatically: win-back offers for slipping clients, personalised rewards, and more. Guardrails are the ceiling on all of that. They make sure automation never discounts more, spends more, or messages clients more often than you’re comfortable with. Set them once, and every automated action stays inside these limits.

These caps work alongside the per-treatment margin band you can set in Treatments, which blocks automated discounts on individual low-margin services.

Discount caps

Limit how deep any single automated discount can go, and how much it can be worth.

Setting	What it controls
Maximum discount %	The largest percentage any automated offer can apply. Allowed range is 1 to 99%. Going above 50% shows a warning.
Maximum automated discount amount	A hard cap, in your currency, on the value of any one automated discount, regardless of the percentage.
Win-back base discount	The starting discount percentage used for win-back offers to clients who are drifting away.

Budget

Cap your total automated spend so a busy month can’t blow past what you planned.

• Monthly offer budget: the total value of automated offers the engine may hand out each month, in your currency.
• Stop offers when budget is used up: turn this on to have automation stop sending offers once the monthly budget is spent, rather than continuing.

Leave Stop offers when budget used up on if you want a firm ceiling. With it off, the budget is a target rather than a hard limit.

Push limits

Control how often automated pushes can reach a single client, so nobody feels spammed.

Setting	What it controls
Maximum pushes per day	The most automated pushes one client can receive in a day (1 to 5).
Maximum pushes per week	The most automated pushes one client can receive in a week (1 to 21).

Win-back automation

Tune how Zovi tries to win back clients who’ve gone quiet.

Setting	What it controls
Win-back trigger	How many days of inactivity before a client is considered for a win-back offer (7 to 365 days).
Maximum win-back attempts	How many times the engine will try to win one client back before giving up (1 to 6).

Tier qualifying window

• Tier qualifying window: the rolling period, in months, that counts toward a client’s loyalty tier (1 to 36 months). A shorter window rewards recent activity; a longer one rewards lifetime loyalty.

Related

Offers

Create and manage the offers these guardrails govern.

Rewards

Build the reward catalogue clients earn toward.