Bonus Points
Contents
1. Messages tab 4 From the Message on All Bills pick list select the bill note you created previously e g Bounspoints 5 When a bill is printed the client s Bonus Points total will now print out on the bill 6 Payments 7 Batch Mode 8 Vouchers 1 Master Site 3 My PC 4 Messages 5 Till Categories Site Message if Service used Message if Service NOT used Message on Non Cash Client Bills Message on Cash Client Bills Message on Charge Bills Invoices Message on all Bills Message on Existing Client Bills Message on New Client Bills Message on Quotes Estimates Message to Print for Birthdays Birthday Fig 17 10 HAIRLINKS User Manual v4 5 Updated 01 05 2012 BONUS POINTS Kei 2 k CHECKING POINTS TOTALS amp HISTORY For a client to find out their Bonus Points total they can e Call the business The total can be obtained on screen from the client record e Receive a personalised monthly statement sent to them by the business available in version 4 0 and later e Goto your website to check if it is an integrated P2P Limited website Checking the Bonus Point Total from the Client Record 1 Find the client record by clicking on the Client button and performing a client search 2 Click on the 4 Info then click on the 9 Bns Points tab 3 Here you will be able to view how many points the client had gained used has available and the ex2. 13 Creating the Message eeeeeeeeeeeeeseeeeeeeeeeeeeeeeeenseneennees 13 Attaching the Message to Bills ccccsssssssseeeeeeeeeeeeeeees 14 Checking Points Totals amp History cscceceeeeeeeeeseeees 15 Checking the Bonus Point Total from the Client Record 15 HAIRLINKS User Manual v4 5 Updated 01 05 2012 HET CA BONUS POINTS TPS AND TRICK S aoe estes ta nand 16 DOUG POMS esetkere geess snaaien aani 16 Luxury E nnmnnn 16 Slow Moving Products ccccccceeceeeseeseeeeeeeeeeseeeeeeeaneees 16 Minimal Overheads s seseeeeeeeeeeeeeeeeeeeenseeeeeeeeeeeaees 16 Using Your Website eigsesteskuesiree eeh Ee dlege gege 16 HAIRLINKS User Manual v4 5 Updated 01 05 2012 BONUS POINTS Kedtoci k GETTING STARTED There are many ways to use Bonus Points to increase turnover for your business but first it needs to be activated The first half of this document will guide you through the six easy steps to activate and use your Bonus Points The second half of this document details ways that you can use the Bonus Points module to best suit your business We highly recommend on site consultation to assist in the set up of a loyalty system for your business The helpdesk facility should not be used as a substitute for professional consultancy and advice when setting up a loyalty program HOW DO BONUS POINTS WORK Bonus Points are used in HairlinkS as a discount scheme fo
3. 2 Category 62 D 0 000 17 780 Chm Type Other Hair Action None Se Buy Size 1 AvgCost Prices inc Tax E 00000046321 Type Product v Shared No Notes This product CAN be redeemed for bonus points moea Cancel megan Save Fii EN D Press F11 to customize notes HAIRLINKS User Manual v4 5 Updated 01 05 2012 BONUS POINTS Kei 2 k Allocating Clients to the Bonus Points Scheme 1 Search for the client 2 When the client record is open click on the 3 Financial tab 3 The Disc on Sve and Disc on Retail fields should both be set to the new pricing level that you created earlier e g Bounspoints 4 Now open the 2 Marketing tab in the mailing list section and click on the box beside the relevant mailing list option e g Bounspoints 5 By updating clients as they join the scheme it will keep your records current and ensure that no one is missed 2 More 3 Marketing 4 Financial 5 Info 6 History Z Doc Mgr 8 Contacts I ShowExpiredEntries Personalised Discount Schedule Commercial No Product Start On FinishOn StafflD Discount Inc Disc Acc Fee Acc_Feel X gt Interest0 Disc on Retail M Om Cd By On Disc on Mat Normal f Def Pmnt fi Cash X Stop Mailers No X Stop Cheque No Stop Charge No X Stop Statement l No X Reason Why
4. Fig 17 7 HAIRLINKS User Manual v4 5 Updated 01 05 2012 HET CaA BONUS POINTS ALLOCATING BARCODES TO CLIENTS This will enable fast and accurate location of client records and will assist in rapid identification when they are just popping in for retail products Multiple barcodes key tags can be assigned to client records making them ideal for families To Allocate the Barcodes to the Clients 1 Find the client record 2 Click the Actions menu and select Barcodes F6 3 Scan in the barcode on the back of the key tag 4 Click OK when prompted 5 Click on the F12 Close button By charging your clients say 5 for example for the key tag the business can recover the production costs the cost of staff setting up the Bonus Points and potentially make a small profit as well REDEEMING BONUS POINTS Once the minimum amount needed to use the Bonus Points is reached the system will automatically display how many points can be redeemed for that transaction as well as the remaining balance When taking payment the system will ask if the Bonus Points are to be used If the client does not wish to use them then this payment method can be overridden It is an excellent way to keep clients informed of their total and to encourage their use BP Available 600 6 00 Jane Bloggs has not used any Bonus Points yet Enter amount to pay using o Bonus Points F10 Payments Please enter
5. as the system does not analyse items inside a bill when the bill is being paid at POS Any items that you do not want Bonus Points to be redeemed against should have a Show on Bill note created so that staff members are informed at the time of billing The steps of how to do this are included in this manual There is no relationship in the product file between Bonus Points and the price of the product This means that if the price is increased the number of Bonus Points to be collected will have to be adjusted manually 1 point 1 cent so 100 points 1 This is fixed in the system and cannot be changed HAIRLINKS User Manual v4 5 Updated 01 05 2012 BONUS POINTS Kei 2 k HOW TO SET UP AND USE BONUS POINTS ACTIVATION OF BONUS POINTS The benefit of an expiry date is that it both encourages redemption of Bonus Points and triggers further retail purchases Activating Bonus Points 1 Go to the Options menu and select Setup 2 Log in with your Staff ID and password 3 Click on the Product button and select the 2 Discounts tab 4 Place a tick in the Use Bonus Points check box 5 Close out of Setup saving changes when prompted 1 Options 2 Discounts 3 Forms 4 E Ordering Master Price Names Master M Use Quantity Based Discount Scheme Iw Use Client Based Discount Scheme M Use Bonus Points M Use Incentive Discount Scheme M Use Personal Discount Scheme Je Allow Ne
6. collected and redeemed for services that have minimal overheads for the Clinic e g junior stylist services USING YOUR WEBSITE Create hits for your website by asking clients to check online for the expiration status of their points Upon noticing points may be close to expiration the client will come into the business creating the opportunity for staff to up sell more products and services HAIRLINKS User Manual v4 5 Updated 01 05 2012
7. BONUS POINTS Kei 1T C aa N A BONUS POINTS CONTENTS 128 leng a 1 RR 3 HOW DO BONUS POINTS WORK cccccceeesseesneeeeees 3 BONUS POINT REDEMPTION c ccsssssseeeeseseeeseeeees 3 WHAT HAPPENS WITH A DISCOUNT eessen 3 BONUS POINT BEHAVIOUR AT BILLING H FACTORS TO CONSIDER cccssesseeeeeeessesseeeeeeeeeessneeees 4 HOW TO SET UP AND USE BONUS POINTG 5 Activation Of Bonus Points ccccseeeseeeeeeeeeeeeeeeeeeneeeeees 5 Activating BONUS D CN 5 Setting a Redemption Threshold sssseeeeeeeeeeeeeeeeseneeees 6 Setting an Expiry Date seeuzgogsgesgeukssssreussesgegugeekkeeuuseegeesureugeeksseg 6 Creating Discount Pricing Levels amp Mailing Lists 7 Setting Up the Discount Pricing Level 7 Showing Bonus Points Earned on open Bills 000 8 Setting up the Marketing Tab 0 cccccssssssseeeeeceeeeeeeeeseeeeeeees 8 Allocation of Points Pricing Levels amp Barcodes 9 Allocating Bonus Points to products eceeeceeeeeeeeeeeees 9 Identifying Products that can be redeemed for Points 10 Allocating Clients to the Bonus Points Scheme 11 Allocating Barcodes to Clients sseeeeeeeeseeeeeeeees 12 To Allocate the Barcodes to the Clients cccesseeees 12 REDEEMING BONUS POINTS ENEE 12 Printing Points Totals on Bills cssceeeeeeeeeeeeeeeeeeees
8. Months 12 S Apply Bonus Point Discount w if points earned is more than M F12 Ace Fig 17 2 HAIRLINKS User Manual v4 5 Updated 01 05 2012 BONUS POINTS Kei 2 k Creating Discount Pricing Levels amp Mailing Lists A pricing level should be created for your clients in the Discounts tab so only people who have signed up for Bonus Points will receive them Also by creating a mailing list in the marketing module your business will be able to target this group specifically when launching Bonus Point specials Setting Up the Discount Pricing Level 1 Go to the Options menu and select Setup 2 Log in with your Staff ID and password 3 Click the Product button and select the 2 Discounts tab 4 Type the name of the pricing level in the next available field i e Bonus Points 5 Save changes made when closing the setup window 1 Options 2 Discounts 3 Forms 4 E Ordering Master Price Names Master M Use Quantity Based Discount Scheme M Use Client Based Discount Scheme M Use Bonus Points Use Incentive Discount Scheme M Use Personal Discount Scheme M Allow Negative Discount l Syndicate discounting from Members rech Fig 17 3 HAIRLINKS User Manual v4 5 d Updated 01 05 2012 HET GA BONUS POINTS Showing Bonus Points Earned on open Bills 1 2 3 4 Go to the Options menu
9. and select Setup Log in with your Staff ID and password Click on the Bills button and click on the User tab Tick Display Bonus Points in Billing Grid Setting up the Marketing Tab 1 2 Go to the Options menu and select Setup Log in with your Staff ID and password Click on the Clients button and click on the 3 Lists tab In any of the List Descriptions sections enter a name i e BP_Clients on the next available line Close out of Setup saving changes if prompted then close right out of Hack and reopen to allow these changes to take effect 1 Options 2 History 3 Lists 4 Attributes 5 Referrals 6 Address Formats 7 Birthday m Master Mailing Lists List 1 Descriptions List 2 Descriptions List 3 Descriptions List4 Descriptions Fig 17 4 HAIRLINKS User Manual v4 5 Updated 01 05 2012 BONUS POINTS Kei 2 k Allocation of Points Pricing Levels amp Barcodes HairlinkS allows your business the flexibility to select which products services clients will receive Bonus Points for and how many points they will receive You may decide that V I P clients receive more points than regular Bonus Points clients Allocating Bonus Points to products 1 2 Search for the product you want to allocate Bonus Points to Open the 4 Discs tab In the Client Discounts section there is a Bonus Points column E
10. gative Discount I Syndicate discounting from Members Fig 17 1 HAIRLINKS User Manual v4 5 Updated 01 05 2012 HET Gare BONUS POINTS Setting a Redemption Threshold 1 2 Log in with your Staff ID and password Click on the Options menu and select Pick Lists Setup Click on symbol next to the Financial and double click on Loyalty Schemes A window listing all your loyalty schemes will open Double click on Loyalty Schemes Bns Pts and double click on Default In the Apply Bonus Point Discount if Points Earned is More Than field enter the points threshold you wish clients to reach before they can redeem points See Fig 17 2 Setting an Expiry Date 1 2 Log in with your Staff ID and password Click on the Options menu and select Pick Lists Setup Click on symbol next to the Financial and double click on Loyalty Schemes A window listing all your loyalty schemes will open Double click on Loyalty Schemes Bns Pts and double click on Default A window will open If you wish your Bonus Points to expire recommended set the Scheme Expires field to Yes Enter how many months you wish the Bonus Points to expire after in the Expires After field Click F12 Accept Most businesses set this to 12 months Scheme Name Default Scheme Expires Yes v a Expires After
11. nter the amount of Bonus Points you wish to be received in the selected pricing level e g BP_Client You may allocate points to as many pricing levels as you wish Arrow down and a red tick will appear in the bottom right hand corner Click to save the record and then click OK and cannot be changed NOTE 1 point 1 cent so 1000 points 10 This is fixed in the system ara a ee 1 General 2 More Client Discounts 0 l 1 2 Silver i 3 Gold 4 Platinum Ki I 5 6 7 y 8 J i 9 Bonus Poin 00 Quantity Discounts Fig 17 5 HAIRLINKS User Manual v4 5 Updated 01 05 2012 HET Gare BONUS POINTS Identifying Products that can be redeemed for Points 1 2 Open the product record Click the Ctrl N button in the bottom right hand corner of the product file Click the Show on Bill button Type your message e g This item can be redeemed for Bonus Points Click on the F12 Save button When this product service is purchased staff will be reminded by the prompt that it can be redeemed for Bonus Points HL Example Conditioner Product 1 4632 fe eS i 1 General 2 More 3 Stock 4 Discs 5 Complex 6 History 7 Stats 8 Doc Mgr Name Example Conditioner Pack Prices exc Tax Size Buy Discount Usual Buy Price Class Retail D i i 0 000 0 000 Category 1 Other Servic D 0 Marku Sell Price Category
12. nual v4 5 Updated 01 05 2012 BONUS POINTS BONUS POINT BEHAVIOUR AT BILLING Discount on Bill BP Given Item Pack Sell Unit Sell is zero NO BP Given 100 Discount on Bill Item NO BP Given Change Bill Item Price to Zero NO BP Given Change Bill Item Price up or down BP Given Payment made by BP BP Given BP on Complex Product Component BP Given where Price Disc from comps set to Yes Some behaviour may be vary in depending on the version you are running Please contact the helpdesk for up to date status or trial with sample cases before live implementation FACTORS TO CONSIDER Hairlin SQL are able to be configured so that all Bonus Points are automated at the point of sale There are some important factors to consider when determining whether or not a product should be allocated Bonus Points 1 Supplier participation If a supplier does not want to participate in the Bonus Points system no points need to be allocated to their products However it should be explained to them that other companies are participating and clients are more likely to purchase products that they will receive points on The cost to the clinic If a service has a high cost associated to it due to the materials used we recommend you allocate fewer points to that service This also applies to low margin products While you want to reward your clients you do not want to disadvantage your business Points can be claimed on anything
13. piry dates of the points 1 Personal 2 More 3 Marketing 4 Financial 5 Info 6 History 7 Doc Mgr 8 Contacts 1 140453 26 01 2012 1 140452 26 01 2012 Total Available 600 First Visit 23 01 2012 DDAcc Chqi Chq2 Chq3 Last Visit 25 01 2012 Last Paid 90 Bank IR El Last Saf onDate 26 01 2012 Branch 4 Visits i Ac Num Po Since Bill Num 1 140439 F Ac Nam Ir Dle ECH EREECHEN Fig 17 11 HAIRLINKS User Manual v4 5 Updated 01 05 2012 HET GLA BONUS POINTS TIPS AND TRICKS DOUBLE POINTS Have special double points days to attract clients with or without supplier participation All clients that have Bonus Points will be able to be targeted as they are now in their own marketing category You can use text messaging to inform your clients of these specials LUXURY PRODUCTS Promote high margin luxury products for redemption to create an extra margin for your business An extra 100 Bonus Points can seem like a lot to a client but at minimal a cost to the business 1 SLOW MOVING PRODUCTS Promote slow moving items products that are nearing expiry and or end of line products using extra bonus points as motivation This can result in a smaller loss to the business because the products are sold with a lower discount than would normally be applied as well as the client feeling like they are gaining more MINIMAL OVERHEADS Allow for points to be
14. r clients Once the client joins the Bonus Points scheme they will collect points on the products and services purchased from your business You determine the amount they collect for each product and service Over time the Bonus Points will accrue and clients are then able to redeem these Bonus Points for products or services that you nominate BONUS POINT REDEMPTION According to Inland Revenue and tax law loyalty points should be treated as a discount at redemption They can be considered like a promissory note that can be used by clients when they purchase a product To meet this standard bonus point redemption in HairlinkS is treated as an overall discount on the total bill This is because redemption of points does not have an effect on payment based GST and is not considered a method of payment WHAT HAPPENS WITH A DISCOUNT Discounts can be applied manually or automatically through the system Regardless of the method the bonus points applied to the product record will still be collected by the client as long as the discount is not 100 If the discount is 100 bonus points will be zeroed as well When offering discounts this is something that should be considered so as to not disadvantage the clinic by over discounting For the different levels of client discounts Bonus Points that are to be received can be entered by the clinic but putting a discount manually on the bill will not affect the Bonus Points HAIRLINKS User Ma
15. the value of bonus points to redeem Fig 17 8 HAIRLINKS User Manual v4 5 Updated 01 05 2012 BONUS POINTS Kei 2 k PRINTING POINTS TOTALS ON BILLS The system allows you to print out the client s Bonus Point total at the bottom of their bill receipt or invoice in a customisable message This is a great way to keep them informed of their balance Creating the Message 1 Click on the Options menu and select Picklists Setup 2 Click on Bill and double click on Bill Notes 3 Click on the plus button at the bottom of the form to add a new message 4 Enter aname for the note e g BP_Total 5 Make sure the Shared field is set to Yes 6 Type in the message you wish to display on the bill in the message box Click on the Mailmerge button and add BP_Total When the bill is printed this field will be replaced with the client s bonus point total 7 Click on the F12 Save button Name BPTOTAL Type S Shared Yes X Notes You have BP_Total available ESC Cancel F12 Save F11 Mailmerge The Note or Message itself Press H to customize notes Fig 17 9 HAIRLINKS User Manual v4 5 Updated 01 05 2012 HET GA BONUS POINTS Attaching the Message to Bills 1 Click on the Options button and select Setup 2 Log in with your Staff ID and password 3 Click on Bills and click on the 4
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