Visit-based rewards
Choose qualifying treatments or categories and set a visit target. Run different programmes for the services you want to reward.
Make the reward easy to explain
In Managed: Loyalty programme settings
Choose the visits that earn a reward, enrol your clients and let completed appointments build their progress automatically. Keep them informed with email and SMS updates that link to their loyalty card and the next booking.
Loyalty programmes require Starter or Growth. Email and SMS use communication credits. Create a Free workspace, then choose your paid plan in the app.
See Managed loyalty programmes in 60 seconds.
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Configure a visit-based programme, enrol a client and let qualifying completed appointments build towards a reward. Customer email and SMS updates link to a loyalty card with progress, rewards and a route back to booking.
Configure the loyalty programme
Emma creates Clinic Rewards: five qualifying completed visits earn 10% off, with a 30-day reward expiry and a new earning cycle after each reward.
Enrol the client
Emma explicitly assigns Sophie Clarke to the active programme. A welcome notification is queued with her loyalty-card link.
Keep progress visible
Four recorded qualifying visits leave Sophie one visit from her next reward. Progress notifications link her to the current loyalty card.
Issue the earned reward
After Sophie’s fifth qualifying appointment completes, the registered background loyalty workflow records the visit and issues her 10% discount reward.
Notify the client
The reward notification is queued by email and SMS. A message preview explains the unlocked 10% reward and links to Sophie’s loyalty card.
Give the next visit a useful reason
The loyalty card shows Sophie’s available reward, expiry and progress into the next cycle. Book appointment opens the configured booking destination.
Make loyalty part of the client journey
Bring programme rules, qualifying visits, rewards and customer updates together to encourage clients to return.
Make progress, earned rewards and the next appointment easy to find.
Choose qualifying treatments or categories and set a visit target. Run different programmes for the services you want to reward.
Make the reward easy to explain
In Managed: Loyalty programme settings
Issue a client discount when the qualifying visit target is reached. Choose a percentage or fixed amount and make the reward clear to the client.
Keep rewards consistent
In Managed: Rewards linked to qualifying visits
See progress, available rewards and rewards already used in the client record. Find earned rewards when booking or at checkout.
Help your team answer reward questions
In Managed: Client reward history
Keep enrolled clients informed with welcome, progress and reward updates by email and SMS. Link to their loyalty card so they can see their reward and return to booking.
Give the next visit a useful reason
In Managed: Loyalty notification workflow
Follow a programme like the one in the video. Your business chooses the qualifying services, target, reward and expiry.
Create an active programme with a five-visit target, a 10% discount and a 30-day reward expiry. Assign clients to the programme you want them to join.
Qualifying completed appointments add visits. When the fifth visit is recorded, Managed issues the reward and queues customer updates with a loyalty-card link.
Clients can check their available reward and expiry on the loyalty card, then follow Book appointment. Your team can find the reward when arranging the next eligible visit.
Make it easy for clients and colleagues to see what has been earned and what comes next.
Keep programme progress and available rewards with the client record so the team can explain the next milestone.
Customer updates link to a loyalty card with the current reward and a route to booking. Use ordinary campaigns for additional follow-up.

Start with your booking diary, client records, consultation forms and hosted booking website. Choose and confirm a paid plan in the app when you need more.
Free plan
Choose Starter or Growth for visit-based programmes and reward tracking. Manual campaigns and manual client lists start on Free; customer segmentation requires Starter or Growth. Email and SMS campaigns use your communication credits.
Starter & Growth
Give regular clients a reward they can track and use on a future visit.