How to enroll client for Loyalty reward ?

Step 1 : Click on the Client Name on the Client toolbar. 

Step 2 : In the side menu that appears, click on edit details. 

Step 3 :  Click on the edit option next to Additional details, then check the Loyalty reward box. 

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• How to generate a report on Client's Last activity ?

  Start at the Hamburger Step 1 : Click on Remind Compliance & Marketing >> Marketing Dashboard. Step 2 : Select the filter as Last Activity and click on show all.

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  Start at the Hamburger Step 1 : Click on Remind Compliance & Marketing >> Marketing Dashboard. Step 2 : Select the client status as active and click on show all.

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  Start at the Hamburger Step 1 : Click on Analytics & Reports >> Click on Miscellaneous Reports Step 2 : Click on Client Declined to give email address >> Select the dates and apply filter.

• How to enable discount for the client ?

  Step 1 : Click on the Client Name on the Client toolbar.  Step 2 : In the side menu that appears, click on edit details.  Step 3 :  Click on the edit option next to Additional Details and check the Apply discount box and choose a discount you have ...