Loyalty App F.A.Q.

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Getting Started

How do I change my Multipunch Security Code?


The Multipunch Security Code is the code you will need any time you want to give a client more than one stamp at the same time. From your Dashboard, click Loyalty Programs, then Create/Edit Programs on the left-side menu. Next click the Edit button associated with your program. Locate the Multipunch Security Code in the Settings section. Type in the new code you wish to use and then scroll to the bottom of the page and press Save.




How do I change my Fallback Code?


Your Fallback Code is the number entered when the QR Code is not scanning properly. From your Dashboard click Loyalty Programs, then Create/Edit Programs on the left-side menu. Next click the Edit button associated with your program. Scroll down to the section titled Fallback Code. You will see a 3-digit Code. Enter your new desired code ( max 8 numbers), and then scroll to the bottom of the page and click Save.




What is the Tablet URL?


The Tablet URL has been created for you, the salon owner, to provide an alternative method for collecting Stamps for those clients who may not have a smartphone. If desired, you can position a tablet on your front counter and open your salon's Loyalty App by entering your Tablet URL. (Found on the Branding & Design tab of your Dashboard.) This will allow clients to sign up, and collect stamps without using their own phone. Hence, this is a great option if you have an older clientele who still wants to participate in the program, but don't have their own phone. The client simply enters their email or phone number and presses Enter. 1 Stamp will automatically be added to their account. They can also see if they qualify for any Rewards or be asked if they want to Redeem any of the Rewards they have earned, by clicking Redeem Rewards. It's a great way to make your program accessible to everyone! Just be sure to put the tablet in a safe place so a client cannot add multiple punches to their account without you knowing it.




How do I find the link to my app?


The link to your Loyalty App is referred to as your Mobile Website URL. You can find this link by logging into your dashbaord at www.loyaltysos.ca/login. The Mobile Website URL is located at the top of the Branding and Design tab.




Where do I find my salon's Join QR Code?


Your Join QR Code points to your Loyalty App, making it an easy way for clients to access your app without typing in the web address. To find your code, go to your dashboard at www.loyaltysos.ca/login and click QR Codes on the left-side menu. Save it to your computer by right clicking on the code itself and choosing 'Save Image As / Save Picture As'.




Where do I find my Text-to-Join Phone Number?


If you are subscribed to our PRO package, then you can have a dedicated phone number for your business to be able to receive Text-to-Join messages. Contact us if you are interested in this option. To find this number afer it has been added to your account, click on 1. Messaging, then 2. Text In Programs and your phone number will be found at the top left of the screen. (3.) To use this feature, simply text the keyword " JOIN" to the number provided, and the user will be instantly sent an invitation to your Loyalty Program.




How do I scan the Join Code?


Most of the newer phones only need to have the camera open and pointing at the QR code to capture the info in the QR code and direct them to your Loyalty site.

Note: Not all phones are capable of reading a QR code with the camera.

If you have a Samsung, you can scan the code using your internet browser, by opening the Samsung internet browser, selecting the 3 dots in the top right corner (Options menu) and selecting Scan QR Code. Hover your phone over the code and the Loyalty site will appear.

Some older phones may need a QR Code Reader to scan the QR code. If your client doesn't immediately know what you're talking about when you mention the words QR Code Reader, try one of the other methods of reaching your link. (See question: How can I get my clients to sign up?)




How do I add my App to my Home Screen?


The first time someone visits your loyalty program they will be shown how to save it to the home screen of their phone for easy future access. Make sure you encourage and assist your clients to do this to make their experience as simple and fast as possible for all future visits.

Here's a cheat sheet:




Where do I find my QR Punch Code?


To find your QR Punch Code, go to www.loyaltysos.ca/login to access your dashboard. In the menu on the left-hand side, click Loyalty Programs, then Create/Edit Programs on the left-side menu. Next click the Edit button associated with your program. Scroll down the page until you see the QR code. Save it to your computer by right clicking on the code and choosing 'Save Image As / Save Picture As'.




Where do I find my Fallback Code? (For when the QR Code is not scanning properly)


To find your Fallback Code, go to www.loyaltysos.ca/login to access your dashboard. In the menu on the left-hand side, click Loyalty Programs, then Create/Edit Programs on the left-side menu. Next click the Edit button associated with your program. Scroll down the page until you see the section titled Fallback Code. You will see a 3-digit Code - This is your Fallback Code. Record this code somewhere safe. You will use this code if the QR Punch code is not scanning properly.




Where do I find my Multipunch Security Code?


To find your MultiPunch Security Code, go to www.loyaltysos.ca/login to access your dashboard. In the menu on the left-hand side, click Loyalty Programs, then Create/Edit Programs on the left-side menu. Next click the Edit button associated with your program. Scroll down the page until you see the section titled Multipunch Security Code. Record the number somewhere safe. This is the code you will need any time you want to give a client more than one stamp at the same time.




How does a client collect Stamps?


Scan the code, earn a stamp! Watch this 1 minute video for the step-by-step: When doing Multiple Stamps, click the green bar at the bottom. You will be prompted to enter the number of stamps plus your Multipunch Security Code. Press Enter, and then proceed with the scan as you would in the steps above. If for some reason the QR Code is not scanning properly, you may also choose to enter the stamps manually. Click QR Not Working? Click Here. Enter your Fallback Code and the number of stamps. If giving more than 1 stamp, the Multipunch Security Code will also be required. Press Enter. The Stamps will be added to the account.




How does a client redeem their rewards?


When a client has collected enough stamps to qualify for a reward, they will see a button appear beside the reward that says "Take". They may choose to keep collecting stamps if they wish to save up for a different reward. Therefore, they will see a Take button next to all of the Rewards that they are eligible for. EG: To Redeem a Reward, the client simply clicks on the Take button of the Reward they would like to use. (They may do this at any time, even if they are not in the salon.) When the button is pressed, they will see this confirmation screen: The client is directed back to their Stamp Card. The stamps they redeemed have been subtracted from their total. The client can then click on the My Rewards tab in the App to view their Rewards. The Rewards available are listed in this tab and have a button next to each that says Redeem. When they select Redeem, they will be instructed that if they press Redeem again, they will have 5 minutes to show their Reward to your staff in order to receive it. A timer counts down 5 minutes and they are instructed to show their screen to a staff member. When either the timer runs out, or the Back button is pressed, the Reward will disapear completely. There is no way that a client could share this Reward with another person, or use it twice. Hence, they must Redeem their Reward when they are in the salon.




How can I get my clients to sign up?


Here are 6 easy ways to get your clients registered for your Loyalty Program: Remember, to use all 6 for the most success! 1. Scan the Join QR Code

Print posters for your salon that have your Join Code displayed prominently. (For poster templates, click here.) While the client is in your salon (don't wait until the end of the service!) bring them a poster and get them to pull out their phone and open their camera. Most of the newer phones only need to have the camera open and pointing at the code to capture the info in the QR code and direct them to your Loyalty site.

Note: Not all phones are capable of reading a QR code with the camera. If your client has an older phone or a Samsung, then they would need a QR code reader to open the code. If they don't immediately know what you're talking about when you mention the words QR Code Reader, then move on to another option.

2. Use Text to Join

If you are subscribed to our PRO package, then you can have a dedicated phone number for your business to be able to receive Text-to-Join messages. Contact us if you are interested in this option.

When your client is in your salon, simply ask them to text the word JOIN to your salon's text-to-join number.

Your client will instantly receive a link to your Loyalty program.

3. Create a link on your website

If you're going to direct your client to a website, you should use the opportunity to direct them to your salon's main site. By adding a simple link in a prominent spot on your website, you are not only making it easy for your client to find your Loyalty App, but also capitalizing on an opportunity to show off your digital presence. (Your Loyalty Program Mobile URL is located at the top of the Branding and Design tab of your dashboard.)

While the client is in your salon, get them to visit your website on their phone, either by googling your site (if you have a prominent visibility in a Google search), or by telling them your website address.

Make sure your Loyalty Program link stands out and is in a place where you can easily direct your client to go. Try to keep it on your home screen too, so there aren't many clicks before they find what they are looking for.

The client clicks the link and they are directed to your Loyalty Program.

4. Send an email with a link

If you already have a database of client emails, you can be proactive and send out an email to your clients with a link (to your Loyalty Program Mobile URL) directing them to sign up for your Loyalty Program. Be sure to clearly describe the benefits of joining to your clients.

Your clients can check out your app on their own time and arrive at their next appointment ready to collect punches! They will click on the link in your email to access your app directly - no need to get them to do anything special to access your program.

5. Link from your Social Media

Recruit your Social Media channels to help you spread the word! Create a reoccurring post that invites your followers to sign up for your Loyalty Program. On Facebook, you can also add to your About story and include links, so you can have a permanent link in your profile.

Pro Tip: People love incentives, so why not offer to give them their first punch for free if they sign up and post a comment that they've done it. This will help you not only sign up clients, but also boost the visibility of your post. Win-Win!

6. When all else fails, type your link directly into a web browser

Of course, you can always open a web browser and type your Mobile Website URL directly into the address bar. This will work on any phone and, as long as you don't make any typos, will work 100% of the time.





Troubleshooting

Black screen on iPhone when scanning QR Code


If you have a client with an Apple iPhone, who only sees a Black Screen when they select Stamp Card, this is due to an outdated version of their iOS. They can either update their iOS, or you can enter their punches manually using your Fallback Code. (See next entry: What if the Punch QR Code doesn't scan properly?)




Join QR Code not Scanning


Not all phones are capable of reading a QR code with the camera. If your client has an older phone, then they would need a QR code reader to open the code. If they don't immediately know what you're talking about when you mention the words QR Code Reader, then move on and use one of these other options for joining your program:

1. Use Text to Join

If you are subscribed to our PRO package, then you can have a dedicated phone number for your business to be able to receive Text-to-Join messages. Contact us if you are interested in this option.

When your client is in your salon, simply ask them to text the word JOIN to your salon's text-to-join number.

Your client will instantly receive a link to your Loyalty program.

2. Create a link on your website

If you're going to direct your client to a website, you should use the opportunity to direct them to your salon's main site. By adding a simple link in a prominent spot on your website, you are not only making it easy for your client to find your Loyalty App, but also capitalizing on an opportunity to show off your digital presence. (Your Loyalty Program Mobile URL is located at the top of the Branding and Design tab of your dashboard.)

While the client is in your salon, get them to visit your website on their phone, either by googling your site (if you have a prominent visibility in a Google search), or by telling them your website address.

Make sure your Loyalty Program link stands out and is in a place where you can easily direct your client to go. Try to keep it on your home screen too, so there aren't many clicks before they find what they are looking for.

The client clicks the link and they are directed to your Loyalty Program.

3. Send an email with a link

If you already have a database of client emails, you can be proactive and send out an email to your clients with a link (to your Loyalty Program Mobile URL) directing them to sign up for your Loyalty Program. Be sure to clearly describe the benefits of joining to your clients.

Your clients can check out your app on their own time and arrive at their next appointment ready to collect punches! They will click on the link in your email to access your app directly - no need to get them to do anything special to access your program.

4. Link from your Social Media

Recruit your Social Media channels to help you spread the word! Create a reoccurring post that invites your followers to sign up for your Loyalty Program. On Facebook, you can also add to your About story and include links, so you can have a permanent link in your profile.

Pro Tip: People love incentives, so why not offer to give them their first punch for free if they sign up and post a comment that they've done it. This will help you not only sign up clients, but also boost the visibility of your post. Win-Win!

5. When all else fails, type your link directly into a web browser

Of course, you can always open a web browser and type your Mobile Website URL directly into the address bar. This will work on any phone and, as long as you don't make any typos, will work 100% of the time.




What if the Punch QR Code doesn't scan properly?


If for some reason the QR Code is not scanning properly, you may also choose to enter the stamps manually. Click QR Not Working? Click Here. Enter your Fallback Code and the number of stamps. If giving more than 1 stamp, the Multipunch Security Code will also be required. Press Enter. The PuncStamps hes will be added to the account.





Marketing Features

How to Create a Deal


Written Instructions: 1. Log into your admin panel, and on your menu bar, click on Deals and then click on Create/Modify Deals. 2. Click on the Create Mobile Deal button, top right (blue bar). 3. Under Type, always choose Instant Deal 4. Under Reward, enter the title of your Deal 5. For Start and End dates, these are the dates during which your Deal will appear in the client's app. If you set an end date, the deal will disapear from that app at the end of that day. If a client chooses to take a deal, a digital coupon will be created for them in the My Rewards section of their app (on their phone). If you want this digital coupon to expire, enter this information under Expiration Date. For time sensitive promotions, we generally recommend that your Expiration Date be the same as your End Date. 6. Add more details about your special offer under the ' Description' and ' Disclaimer' sections 7. Click Choose File to upload an image to accompany your deal. (Image dimensions are 400x400 pixels. If your image is not square, it will not display properly.) If you don't add an image, your logo will be used by default 8. Uncheck the box Show on Deals Website. We suggest you only have the box checked for ' Show on Mobile App'. This ensures your deal will appear in the app for your clients 9. Click ' Save' and you're done! You will now see that your deal has been created. You can click on the blue buttons to 'Edit' or 'Delete'. If you want to send this deal directly to your clients by text or email, you can do so by clicking ' Send'. This is a great way to make your clients aware of your specials and promotions before they show up in your salon. You will then see a list of all your clients. They will each have a check mark next to their name. You can scroll to the bottom and click ' Send Deal' to send the deal to all of your clients (it will be sent by text message or email, depending on how they signed up and what they opted-in for). Alternatively, you can change the check marks or use the Filters options at the top of the page to select which clients to send the deal to. Once you get the hang of it, you should be able to create new deals within a couple of minutes. By using the Start and End Date feature, you can even plan out an entire year's worth of promotions in one sitting!




How can I get my clients to sign up?


Here are 6 easy ways to get your clients registered for your Loyalty Program: Remember, to use all 6 for the most success! 1. Scan the Join QR Code

Print posters for your salon that have your Join Code displayed prominently. (For poster templates, click here.) While the client is in your salon (don't wait until the end of the service!) bring them a poster and get them to pull out their phone and open their camera. Most of the newer phones only need to have the camera open and pointing at the code to capture the info in the QR code and direct them to your Loyalty site.

Note: Not all phones are capable of reading a QR code with the camera. If your client has an older phone or a Samsung, then they would need a QR code reader to open the code. If they don't immediately know what you're talking about when you mention the words QR Code Reader, then move on to another option.

2. Use Text to Join

If you are subscribed to our PRO package, then you can have a dedicated phone number for your business to be able to receive Text-to-Join messages. Contact us if you are interested in this option.

When your client is in your salon, simply ask them to text the word JOIN to your salon's text-to-join number.

Your client will instantly receive a link to your Loyalty program.

3. Create a link on your website

If you're going to direct your client to a website, you should use the opportunity to direct them to your salon's main site. By adding a simple link in a prominent spot on your website, you are not only making it easy for your client to find your Loyalty App, but also capitalizing on an opportunity to show off your digital presence. (Your Loyalty Program Mobile URL is located at the top of the Branding and Design tab of your dashboard.)

While the client is in your salon, get them to visit your website on their phone, either by googling your site (if you have a prominent visibility in a Google search), or by telling them your website address.

Make sure your Loyalty Program link stands out and is in a place where you can easily direct your client to go. Try to keep it on your home screen too, so there aren't many clicks before they find what they are looking for.

The client clicks the link and they are directed to your Loyalty Program.

4. Send an email with a link

If you already have a database of client emails, you can be proactive and send out an email to your clients with a link (to your Loyalty Program Mobile URL) directing them to sign up for your Loyalty Program. Be sure to clearly describe the benefits of joining to your clients.

Your clients can check out your app on their own time and arrive at their next appointment ready to collect punches! They will click on the link in your email to access your app directly - no need to get them to do anything special to access your program.

5. Link from your Social Media

Recruit your Social Media channels to help you spread the word! Create a reoccurring post that invites your followers to sign up for your Loyalty Program. On Facebook, you can also add to your About story and include links, so you can have a permanent link in your profile.

Pro Tip: People love incentives, so why not offer to give them their first punch for free if they sign up and post a comment that they've done it. This will help you not only sign up clients, but also boost the visibility of your post. Win-Win!

6. When all else fails, type your link directly into a web browser

Of course, you can always open a web browser and type your Mobile Website URL directly into the address bar. This will work on any phone and, as long as you don't make any typos, will work 100% of the time.




How to Create Automatic Birthday Messages


*Note that this feature is only available to clients who are subscribed to the Essentials or Pro packages. (Not available on Starter Plan) To upgrade your plan, please contact us. Written Instructions: 1. Log into your admin panel, and on your menu bar, click on Messaging and then click on Scheduled Messages. 2. Click on the Create Scheduled Message button, top right (blue bar). 3. Under Type, choose Birthday 4. Enter the number of days before the birthday that you want the message to be sent. If you want the message to send on the ckient's actual Birthday, enter 0. 5. If you would like to attach a Deal to the message, select the deal you would like to include from the dropdown. (Must be made in advance of setting up the message. Watch our video on making Deals to walk you through the Deal page.) 6. SMS messenger field lets you enter a message that will be sent by Text. (For those clients who agreed to receive text messages upon signup.) We highly recommend you include your Salon's name in the message so the client knows who this message is coming from. 7. Email Subject and Message will send out in an Email. 8. Click ' Save' and your message is automatically set up to go out to each client on their birthday!





Client Issues

What if I need to add or subtract Stamps from a client's account?


Perhaps you accidentally gave the client too many or too few stamps. Or maybe the client forgot their phone but wants their stamp. For whatever reason, you can manipulate the number of stamps each of your clents have by using your Dashboard. From your Dashboard, click Customer Data, then Data. You will be directed to a screen showing all of your clients. Find the client that you wish to edit, and click Stamp. Select the proper Loyalty Program from the dropdown menu. (Most salons only have one named "My Stamps") Enter the number of stamps you want added to the account. If you want to subtract stamps, simply put a - sign in front of the number. Eg: -1 Press Stamp. The account will now reflect the new number of stamps.




What if a client accidentally redeems a reward when they are not in the salon?


Even though the client will be warned twice that they must be in the salon to redeem their reward, it is possible that they could still press the Redeem button accidentally and want you to reverse the action. It is your decision if you will reverse the reward or not. If you decide you do want to reverse the reward, you can do this from your Dashboard. Click Customer Data, then Data. You will be directed to a screen showing all of your clients. Find the client that you wish to edit, and click Rewards. Here you can view all of the Rewards that this client has earned and redeemed. To reverse a Reward that has already been redeemed, simply press the button ' Set back to earned', next to the desired Reward. The client will now be able to redeem this reward again.





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