How to Use Loyalty Points to Pay for an Appointment

In this article, we'll guide you through the process of using loyalty points to pay for an appointment.

Leveraging loyalty points as a payment method offers flexibility and rewards for clients while simplifying the checkout process. 

Step 1: Accessing the Point of Sale

To begin, log into your Pabau account and navigate to the Point of Sale. You can access the Point of Sale using one of the following methods:

• Use the Create button at the top of the screen and select "Sale."
• Navigate to "Calendar" in the left sidebar menu and click on the appointment you wish to check out, then select "Checkout."
• Open the client card of a client, then click on the blue plus icon in the bottom right corner of the screen and select Sale.

Step 2: Processing the Transaction

Within the Point of Sale interface, proceed with the transaction as usual.

If you used the Create button to access the Point of Sale, first add a client in the top right corner. Then, add the products and services that should be included in the invoice.

If you are raising the invoice from within the calendar, the client and service will be pre-selected. If necessary, you can add additional products and services. Once the items on the invoice are correct, click on Continue in the bottom right corner.

Step 3: Paying with Loyalty Points

To pay for the appointment with loyalty points, select "Points" from the available payment methods.

Choose the amount the client wishes to pay using loyalty points and click on "Pay." If they wish, they can pay for only part of the appointment using loyalty points, and they can pay for the rest using another payment method.

If the client wishes to split the payment, click on "Pay," then choose the other payment method for the remainder of the total price. Click on "Confirm Payment" in the bottom right corner to complete the checkout.