Introduction
This guide describes how to design, launch, and measure loyalty in Altegio using first‑class building blocks: discount/bonus/referral programs, loyalty and gift cards, memberships (including auto‑renewal in Brazil), digital wallet cards, app‑only promotions, and analytics/reporting. Links point to official Altegio documentation for implementation.
The loyalty stack at a glance
| Primitive | What it does | Where to configure | Key reports/ops |
|---|---|---|---|
| Discount program | Tiered/cumulative price reductions by spend or visits, chain‑wide | Loyalty program (overview) · Loyalty programs index | Promotions effectiveness (Analytics) · Sales by clients/services |
| Bonus (cashback) program | Accrues points/bonuses usable for future payments | Loyalty program (overview) | Loyalty > Transactions |
| Referral program | Rewards referrer (bonus) and invited client (discount) | Referral program | Loyalty Transactions · Client card history |
| Loyalty cards | Store client balance/discounts; issue one‑by‑one or in bulk | Loyalty cards list · Issuing cards | Loyalty Transactions |
| Gift cards | Sell, track balance/write‑offs chain‑wide | Report on gift cards | Gift card report (export to Excel) |
| Memberships | Prepaid access to services; booking restrictions; imports | Online booking with membership · Memberships import | Memberships reports (Loyalty section) |
| Auto‑renewal memberships (BR) | Card‑charged recurring memberships via AltPay | Create membership + auto‑renewal (Brazil) | Membership status/history emails |
| Digital wallet cards | Apple Wallet/Google Pay cards with live balance | LoyalCards integration · Boomerangme cards | Wallet push notifications |
| App/online booking promos | Auto‑apply discounts for online/app bookings; in‑widget promos | Auto discount for online booking · Promo block in widget | Widget analytics (event tracking) |
Discount and bonus programs (chain‑ready)
- Configure cumulative discounts and bonus accrual rules by spend, visits, or paid items; apply across branches where the program is valid. See the platform overview for capabilities and multi‑branch behavior. Altegio loyalty program.
- Notify clients about personal offers and status automatically or manually; combine with segmentation in the client database. Loyalty programs index · Client base.
Implementation tips:
- Start with 2–3 discount tiers (e.g., Bronze/Silver/Gold) tied to spend; add a small bonus accrual on services where margins allow. Altegio loyalty program.
Referral program
- At chain or location level, set: (1) a fixed‑% discount for the invited client (first visit only) and (2) a fixed‑% cashback/bonus for the referrer. Staff enters the inviter’s phone at payment; bonuses accrue automatically. View all accruals in Loyalty > Transactions. Referral program · Loyalty Transactions.
Policy guardrails:
- The invited client must be a true first‑time visitor of the company/chain as configured. Referral program.
Loyalty cards: issuing, bulk ops, and usage
- Operate cards at chain scope: view number, type, owner (phone), balance, creation date; drill into card or client from clickable links. Loyalty cards list.
- Issue one‑by‑one from an appointment or the client card, or bulk‑issue/update balances via Excel in the chain interface (phone format and uniqueness rules apply). Issuing cards.
- Track every debit/credit (including promotions, referral accruals, manual ops, membership write‑offs) in Loyalty > Transactions with detailed filters and links. Loyalty Transactions.
Gift cards: sales and accountability
- Audit all gift cards chain‑wide: number, type, balance, par value, status, owner, sale date/location, payments and amounts debited; export to Excel. Report on gift cards.
Memberships: access control and recurring billing
- Restrict online booking to clients holding a valid membership for the targeted service(s). Validity checks cover status, balance, date range, and quantity. Works in both old/new booking widgets and the mobile app. Online booking with membership.
- Migrate or seed memberships in bulk at chain level via Excel (strict validation, uniqueness for numbers, and required columns). Memberships import.
- Brazil: enable card‑charged auto‑renewal memberships via AltPay. Clients receive confirmation/cancellation emails; failed charges automatically cancel renewal; membership remains usable until expiration after cancellation. Create membership + auto‑renewal (Brazil).
Digital wallet cards (Apple Wallet / Google Pay)
- LoyalCards: issue cards via QR/SMS/link/Telegram; balances and discounts update live; send push/location notifications from the wallet pass; manage design and back‑side info. LoyalCards integration.
- Boomerangme: stamp‑based promos (e.g., 10 visits = 1 free) with auto tracking via Altegio; unlimited free PUSH and simple import from your CRM. Boomerangme electronic cards.
App‑only and online‑only promotions
- Auto‑apply a promotion when a booking is made online (or specifically from the client mobile app). Choose to apply on first booking only or on every booking; discount is added at checkout automatically. Auto discount for online booking.
- Promote offers inside the booking flow using the widget’s Promo block (single promo per screen; title/description/image/link). Track clicks with the clicked_promo_link event. Promo block in widget · Widget events for analytics.
Chain data model: single view of the customer
- Consolidate client identities and loyalty assets across locations with the chain client database and the Customer chain card (cards, gift cards, memberships, accrual/write‑off history, and messaging log). Chain client database · Customer chain card.
- Prevent duplicate comms to multi‑location visitors, and measure spend/occupancy at chain granularity. What chain analytics solves.
Measurement and reporting
- Loyalty transactions ledger: filter by operation type (promotion discount, referral accrual, manual debit/credit, gift card, membership, expiries, deposit account, etc.). Loyalty Transactions.
- Gift cards report (chain): balances, write‑offs, sales/payments with drill‑through; export to Excel. Report on gift cards.
- Retention KPIs: configure the loss period; track Returning customers vs. Customer retention rate (Arrived‑only logic). Set loss period · Retention metrics.
- Widget and promo attribution: connect Google Analytics 4; use event list to build goals (booked, service_selected, clicked_promo_link, etc.). GA4 integration · Widget events.
Implementation blueprint (chain or single location)
1) Define goals: repeat‑visit uplift, average ticket, reactivation.
2) Choose primitives: discounts for tiers; bonuses on high‑margin SKUs; referral (first‑visit discount + referrer bonus); membership where predictable access matters.
3) Configure programs and cards at chain scope. Loyalty programs index · Loyalty cards.
4) Add online/app‑only incentives and in‑widget Promo block. Auto discount for online booking · Promo block.
5) Launch digital wallet cards for frictionless ID and free push. LoyalCards · Boomerangme.
6) Wire analytics (GA4), define loss period, and publish a weekly loyalty dashboard (transactions, gift‑card liability, retention). GA4 integration · Set loss period.
Security and governance essentials
- Limit who can view/export client data and loyalty numbers; use per‑role access rights and audit logs. Configure user access rights · Securing your data.
- Data protection and roles: Altegio acts as processor for client data; your business is the controller. See privacy documents. Privacy Policy.
Quick recipes
- First‑online‑booking discount (app‑only): set automatic application = first booking; channel = client mobile app. Auto discount for online booking.
- “Give 10 get 1 free” without plastic: deploy Boomerangme; import clients; enable Altegio integration to auto‑stamp visits. Boomerangme electronic cards.
- Referral 10% + 5% cashback: discount promo for invitee, cashback promo for referrer; instruct cashiers to enter inviter phone at payment. Referral program.
- Membership‑only classes: enable “Prohibit online booking without a membership” for target services. Online booking with membership.
References (official docs)
- Programs: Altegio loyalty program · Loyalty programs index
- Cards: Loyalty cards list · Issuing cards · Loyalty Transactions · Gift cards report
- Memberships: Booking with membership · Import memberships · Auto‑renewal (BR)
- Digital wallet: LoyalCards · Boomerangme
- App/online promos and analytics: Auto discount for online booking · Promo block · GA4 integration · Widget events
