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# Setting up a loyalty program (mobile)

This article explains how to set up a loyalty program for collecting points in the partner Zoyya web application on a mobile phone.

**PLATFORM_SWITCH:** [Desktop](https://help.zoyya.com/en/article/setting-up-the-loyalty-program-desktop-15xstn5/) · [Mobile](https://help.zoyya.com/en/article/setting-up-a-loyalty-program-mobile-f874au/)

Setting up a loyalty program includes the creation of loyalty rewards, the creation of a loyalty program, the selection of services on which points are collected and the connection of rewards with the number of required points.

## Description of functionality

The loyalty program works through two basic parts:

1. **Loyalty rewards** - define what the client gets when he collects enough points.
2. **Loyalty programs** - define the name of the program, the validity period of the points, the services on which the points are collected and the number of points required for each award.

Cards are assigned to clients only after the rewards and loyalty program have been set up.

## When to use

You use this functionality when:

* first time setting up a points collection program
* edit the rules of the existing loyalty program
* you are adding a new reward
* change the number of points required for the reward
* you limit the collection of points to certain services

## Before you start

Prepare:

1. point collection rule, for example **1 EUR = 1 point**,
2. term of points in months,
3. list of services included in the program,
4. rewards earned by the client,
5. number of points required for each award,
6. text of the description and terms of use of the program.

The loyalty program must be activated for the location. Activation is done by Zoyya support.

## Steps

### 1. Open Loyalty rewards

1. Open the **Main menu**.
2. In the **Sales and loyalty** section, open **Loyalty**.
3. Open **Loyalty rewards**.
4. Touch the bottom middle button with three dashes.
5. Select **New loyalty reward**.

### 2. Create a loyalty reward

1. Choose a reward type:
   * **Discount** when the award gives a discount on the appointment
   * **Service** when the reward gives the selected service
2. If you select **Discount**, enter **Prize Name** and discount.
3. For the discount, choose whether the discount should be entered as **%** or as an amount in the location's currency.
4. If you select **Service**, select the service used as a reward.
5. Tap **Create Reward**.

The reward is now ready to be connected to the loyalty program.

### 3. Open Loyalty programs

1. Open the **Main menu**.
2. In the **Sales and loyalty** section, open **Loyalty**.
3. Open **Loyalty programs**.
4. Touch the bottom middle button with three dashes.
5. Select **New loyalty program**.

### 4. Enter the basic information of the program

1. In the **Name** field, enter the name of the program, for example **Loyalty program**, **Gold** or **Silver**.
2. In the field **Term of validity of points (months)** write how long the points are valid.
3. In the **Description** field, write a short description of the program for the client.
4. In the **Terms of use** field, write the rules of the program.
5. If you want to add an image of the program, tap **Add an image**.

The description, terms of use and image are displayed to the client with the card in the Zoyya client application.

### 5. Set approved services

1. In the **Approved services** section, add the services or types of services for which points are collected.
2. For each added item, enter the points coefficient.
3. Save selected services.

The coefficient determines how many points are obtained from the price of the service.

Examples:

* **100%** means **1 EUR = 1 point**.
* **50%** means **2 EUR = 1 point**.
* **200%** means **1 EUR = 2 points**.

If points are collected for all services, add a rule for all services. If points are collected only for part of the offer, add only those services or types of services.

### 6. Link the rewards to the program

1. In the **Reward Settings** section, tap **+ Add Setting**.
2. In the **Available Loyalty Rewards** window, select a reward.
3. Type a value in the **Points Needed** field.
4. Tap **Add**.
5. Repeat the process for each additional reward.
6. Touch **Save** on the loyalty program.

The reward is shown to the client when the client has enough points for that reward.

## Important

|| Loyalty reward is first created as a separate reward and then linked to the loyalty program.
| The number of points required for the reward is set in the loyalty program, in the section **Prize settings**.

|| The rule of collecting points depends on the services in the **Approved services** section.
| If the service is not included in the program, the appointment with that service does not earn points.

## Connected

- [Loyalty Program Details](https://help.zoyya.com/en/article/loyalty-program-details-h36rxs/)
- [Allocation of loyalty card to client (mobile)](https://help.zoyya.com/en/article/assigning-a-loyalty-card-to-a-client-mobile-5hzagn/)
- [Collection and exchange of loyalty card points (mobile phone)](https://help.zoyya.com/en/article/earning-and-redeeming-loyalty-card-points-mobile-1f0vfll/)
- [Loyalty program setup (computer)](https://help.zoyya.com/en/article/setting-up-the-loyalty-program-desktop-15xstn5/)