Where can I find the individual client’s Loyalty Program account activity?
On the Client Details Page, under the "Loyalty Program Account Activity" section, you can view the previous transaction history. This includes both the accruing and the deducting of coins. This program is automatic in that any time a client spends money at your practice; they are automatically granted the correct number of coins based on how you have the Loyalty Program set when an invoice for that client is posted. If a client happens to return a paid-for service or inventory item, the loyalty coin balance will be adjusted as needed.
The Loyalty Program works seamlessly through the PetPage Patient Portal. Clients can see their balance and which rewards are available through the PetPage Patient Portal. When it comes time to redeem the reward, the client can choose the reward and click the "redeem" button. Your practice will be emailed so front office staff can choose when to apply the discount to the invoice. The only front-staff effort to be made is when a client chooses to redeem a reward. The front office staff will typically add a line item or an invoice item type to the Practice Management System. For example, by adding a line item called "Free Loyalty Nail Trim," they can make sure the client is not charged for that service.