{"id":162464,"date":"2025-06-12T15:27:36","date_gmt":"2025-06-12T15:27:36","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/?post_type=docs&#038;p=162464"},"modified":"2025-10-13T16:43:19","modified_gmt":"2025-10-13T16:43:19","password":"","slug":"162464","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/162464\/","title":{"rendered":"Loyalty Program in the Location"},"content":{"rendered":"\n<p><strong>Important<\/strong><br>Loyalty programs are configured in the chain interface under the <strong>\u201cLoyalty\u201d<\/strong> section.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69fdc9f2a535c&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69fdc9f2a535c\" class=\"wp-block-image size-full wp-lightbox-container\"><img decoding=\"async\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-18.49.36.png\" alt=\"\" class=\"wp-image-162467\"\/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>The <em><strong>Clients > Loyalty Program<\/strong> in the Location<\/em> section appeared long before the chain version, so its functionality is limited and differs from the loyalty programs that can be set up in the chain. We recommend configuring loyalty in the chain interface.<\/p>\n\n\n\n<p>In the <strong><em>Clients > Loyalty Program<\/em> <\/strong>section, you can set up rules for automatically assigning personal <strong>discounts to clients, automatically adding them to categories, and assigning or removing importance levels.<\/strong><\/p>\n\n\n\n<p><strong>Rules for Discounts<\/strong><br>Altegio offers different types of discounts. You can configure promotional or referral discounts in the chain interface. You can also assign a personal discount to a client, which will appear in their client card and in the appointment window under the \u201cDiscount\u201d field.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69fdc9f2a5cf1&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69fdc9f2a5cf1\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1772\" height=\"1226\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-18.57.04.png\" alt=\"\" class=\"wp-image-162488\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-18.57.04.png 1772w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-18.57.04-300x208.png 300w\" sizes=\"auto, (max-width: 1772px) 100vw, 1772px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>The personal discount is automatically applied during an appointment. You can view it under the \u201cVisit status\u201d tab (you can also edit or remove it there).<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69fdc9f2a6698&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69fdc9f2a6698\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"690\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-18.57.50-1024x690.png\" alt=\"\" class=\"wp-image-162503\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-18.57.50-1024x690.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-18.57.50-300x202.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-18.57.50-768x518.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-18.57.50-1536x1036.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-18.57.50-360x243.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-18.57.50-1568x1057.png 1568w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-18.57.50.png 1780w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>A personal discount can be assigned\/removed manually in the client card, or you can configure automatic assignment\/removal using the location\u2019s loyalty program.<\/p>\n\n\n\n<p>Once in <em><strong>Clients > Loyalty Program<\/strong><\/em>, the <strong>\u201cDiscount rules\u201d<\/strong> tab opens. Rules are categorized by amount spent and number of visits.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69fdc9f2a7035&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69fdc9f2a7035\" class=\"wp-block-image size-full wp-lightbox-container\"><img decoding=\"async\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-19.00.39.png\" alt=\"\" class=\"wp-image-162521\"\/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p><strong>Based on sales amount<\/strong> \u2013 In the \u201cSales from\u201d field, enter the amount spent by the client to qualify for a discount. The discount percentage is entered in the field to the right.<br><em>Example:<\/em> Once invoices from visits or product sales reach $5,000, the client is automatically assigned a 5% personal discount.<\/p>\n\n\n\n<p><strong>Based on amount paid<\/strong> \u2013 In the \u201cPayments from\u201d field, enter the amount actually paid by the client to qualify for a discount. The discount percentage is entered in the field to the right.<\/p>\n\n\n\n<p><strong>Important<\/strong><br>\u201cSales\u201d and \u201cPayments\u201d values are different:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><em>Sales<\/em> = the value of services and\/or products invoiced<\/li>\n\n\n\n<li><em>Payments<\/em> = the actual amount paid, which may be full or partial<\/li>\n<\/ul>\n\n\n\n<p><strong>Based on number of visits<\/strong> \u2013 In the \u201cVisits starting from\u201d field, enter the number of visits required for the client to receive a discount. The discount percentage is entered in the field to the right.<br><em>Example:<\/em> Once the client has completed more than two visits, they automatically receive a 5% discount.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Discount Cancellation<\/strong> \u2013 In the \u201cInactive for more than\u201d field, enter the number of days without a visit after which the discount will be automatically removed.<br><em>Example:<\/em> If the client hasn\u2019t visited in 60 days, their discount is automatically reset to 0%.<\/li>\n<\/ul>\n\n\n\n<p>You can create and delete multiple discount rules. To add a new rule, enter values in the relevant fields and click the \u201c+\u201d button. To delete a rule, click the trash icon next to it.<\/p>\n\n\n\n<p>After setting everything up, click the <strong>\u201cSave\u201d<\/strong> button.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Rules for Priority Class<\/h2>\n\n\n\n<p>In the \u201cRules for Importance Levels\u201d tab, you can set up rules for automatically assigning importance levels to clients (\u201cBronze,\u201d \u201cSilver,\u201d \u201cGold\u201d):<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Based on sales amount<\/strong> \u2013 For each level, enter the amount spent by the client in the \u201cSales from\u201d field to receive that class.<\/li>\n\n\n\n<li><strong>Based on amount paid<\/strong> \u2013 For each level, enter the amount paid by the client in the \u201cPayments from\u201d field to receive that class.<\/li>\n\n\n\n<li><strong>Based on number of visits<\/strong> \u2013 For each level, enter the number of visits required in the \u201cVisits starting from\u201d field to assign that class. <em>Example:<\/em>\n<ul class=\"wp-block-list\">\n<li>Spend\/pay 20,000 or make 10 visits \u2192 Bronze class<\/li>\n\n\n\n<li>Spend\/pay 50,000 or make 30 visits \u2192 Silver class<\/li>\n\n\n\n<li>Spend\/pay 100,000 or make 50 visits \u2192 Gold class<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Priority<\/strong> <strong>class removal<\/strong> \u2013 In the \u201cInactive for more than\u201d field, specify the number of days without a visit after which the assigned class will be removed.<\/li>\n<\/ul>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69fdc9f2a7f16&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69fdc9f2a7f16\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"557\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-19.07.38-1024x557.png\" alt=\"\" class=\"wp-image-162539\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-19.07.38-1024x557.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-19.07.38-300x163.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-19.07.38-768x418.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>You can fill in any of the rules at your discretion. After making changes, click the <strong>\u201cSave\u201d<\/strong> button.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Rules for Categories<\/h2>\n\n\n\n<p>In this tab, you can create rules for automatically assigning clients to categories.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Automatic category assignment<\/strong> \u2013 In this section, you define rules for auto-adding clients to specific categories. You can create categories in <em>Clients > Client Categories<\/em> (see article for more info). For each rule, specify either the amount (\u201cSold from\u201d\/\u201cPaid from\u201d) or number of visits (\u201cVisits starting from\u201d) that will trigger category assignment. The category is selected from the dropdown menu. <em>Example:<\/em><ul><li>Spend 2,000 \u2192 automatically assigned to \u201cEconomy\u201d<\/li><li>Pay 30,000 \u2192 automatically assigned to \u201cVIP\u201d<\/li><li>20+ visits \u2192 automatically assigned to \u201cVIP\u201d<\/li><\/ul>You can also create rules based on days without a visit (\u201cInactive for more than\u201d).<br><em>Example:<\/em> 90 days without a visit \u2192 automatically moved to \u201cLost\u201d In the fields \u201cVisit status set to \u2018&#8217;Arrived\u2019\u201d and \u201cVisit status set to \u2018No-show\u2019\u201d, you can assign categories based on visit status.<\/li>\n\n\n\n<li><strong>Automatic category removal<\/strong> \u2013 This section allows creating rules for auto-removal from a category to ensure clients are in only one category at a time. Similar to above, specify amount (\u201cSales from\u201d\/\u201cPyments from\u201d) or visit count (\u201cVisits starting from\u201d) for removal. The category is selected from the dropdown. <em>Example:<\/em><ul><li>Spend 10,000 \u2192 automatically removed from \u201cEconomy\u201d<br>(since \u201cStandard\u201d rule already exists for the same amount)<\/li><\/ul>You can also create rules for days without visits (\u201cInactive for more than\u201d) or removal based on visit status. <em>Example:<\/em> 45 days without a visit \u2192 moved to \u201cStandard\u201d<\/li>\n<\/ul>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69fdc9f2a88ff&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69fdc9f2a88ff\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"596\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-19.10.56-1024x596.png\" alt=\"\" class=\"wp-image-162554\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-19.10.56-1024x596.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-19.10.56-300x175.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-19.10.56-768x447.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>You can create and delete different rules for both auto-adding and auto-removing from categories. To add a rule, fill in the fields and click <strong>\u201c+\u201d. <\/strong>To delete, click the trash icon.<\/p>\n\n\n\n<p>After configuring, click the <strong>\u201cSave<\/strong>\u201d button.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Settings<\/h2>\n\n\n\n<p>This tab allows enabling SMS notifications for discount expiration configured in <em><strong>Clients > Loyalty Program<\/strong><\/em>. Notifications for other loyalty programs are configured in the chain.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69fdc9f2a948e&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69fdc9f2a948e\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"2402\" height=\"982\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-19.21.36.png\" alt=\"\" class=\"wp-image-162569\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-19.21.36.png 2402w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-19.21.36-300x123.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-19.21.36-1024x419.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-19.21.36-768x314.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-06-12-at-19.21.36-1536x628.png 1536w\" sizes=\"auto, (max-width: 2402px) 100vw, 2402px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>You can configure or disable the SMS template in <strong><em>Settings > System Settings > Notifications<\/em> under the \u201cNotification Types\u201d<\/strong> tab. You can also change the sending time here \u2014 it will then be updated in <em><strong>Clients > Loyalty Program<\/strong><\/em>, and vice versa.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Important<\/h2>\n\n\n\n<p>Updating discounts, categories, and importance levels based on spending and number of visits occurs:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Automatically when saving a record with the \u201cArrived\u201d status<\/li>\n\n\n\n<li>Automatically when saving a loyalty program in <em>Clients > Loyalty Program<\/em><\/li>\n\n\n\n<li>Manually in the client card in <em><strong>Clients > Client Database<\/strong><\/em><\/li>\n<\/ul>\n\n\n\n<p>If a client qualifies for different discounts based on multiple criteria, the higher discount is applied.<\/p>\n\n\n\n<p>If a client qualifies for different importance levels, the one with higher priority is applied (\u201cGold\u201d &gt; \u201cSilver\u201d &gt; \u201cBronze\u201d).<\/p>\n\n\n\n<p>If a client qualifies for different categories by \u201cSold,\u201d \u201cPaid,\u201d and \u201cNumber of visits,\u201d they will be assigned <em>all<\/em> applicable categories.<br>Category removal rules should not contradict the logic of category assignment.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>ImportantLoyalty programs are configured in the chain interface under the \u201cLoyalty\u201d section. The Clients > Loyalty Program in the Location section appeared long before the chain version, so its functionality is limited and differs from the loyalty programs that can be set up in the chain. We recommend configuring loyalty in the chain interface. In&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/162464\/\">Continue reading <span class=\"screen-reader-text\">Loyalty Program in the Location<\/span><\/a><\/p>\n","protected":false},"author":44,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[74],"doc_tag":[1462,1267,1507,1252,1759,1774,1492],"class_list":["post-162464","docs","type-docs","status-publish","hentry","doc_category-loyalty","doc_tag-appointment-en","doc_tag-chain-en","doc_tag-client-en","doc_tag-location-en","doc_tag-lost-en","doc_tag-loyalty-program-en","doc_tag-visit-en","entry"],"aioseo_notices":[],"year_month":"2026-05","word_count":1038,"total_views":"136","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"lilit.m@alteg.io","author_nicename":"lilit-malteg-io","author_url":"https:\/\/alteg.io\/en\/author\/lilit-malteg-io\/"},"doc_category_info":[{"term_name":"Loyalty","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/loyalty\/"}],"doc_tag_info":[{"term_name":"Appointment","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/appointment-en\/"},{"term_name":"Chain","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/chain-en\/"},{"term_name":"Client","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/client-en\/"},{"term_name":"Location","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/location-en\/"},{"term_name":"Lost","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/lost-en\/"},{"term_name":"Loyalty Program","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/loyalty-program-en\/"},{"term_name":"Visit","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/visit-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/162464","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/44"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=162464"}],"version-history":[{"count":3,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/162464\/revisions"}],"predecessor-version":[{"id":162587,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/162464\/revisions\/162587"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=162464"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=162464"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=162464"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}