Your clients will want to redeem their rewards for discounts on items, services, or whatever you offer! If your client cannot access their PetDesk app after enrolling in your loyalty program, no worries. Just a few clicks let your staff give the pet parent a positive experience and redeem client rewards through the PetDesk Communications dashboard.
Your clinic has full control over the rewards you offer. When a reward is redeemed, it’s applied just like a standard discount—giving you flexibility to design a program that works best for your business.
In addition to going to the Clients & Pets page and restarting your search, Global Search lets you and your staff quickly locate the right record directly from the search bar on any page.
Top results appear instantly, allowing you to access client or patient records without interrupting your workflow.
How To:
- Enter search information into the global search bar by first clicking on the magnifying glass
- Enter any client information, from phone number to name, and the top matching results appear immediately
- Results show client and patient matches
- You can also choose View All Results to open the full search results page in Clients & Pets
- Clicking a result takes you directly to the correct client or patient detail on the right side of the screen
- Click on the name, and it will take you to the full profile in Clients & Pets
Once you have located your client:
Click the blue Show Rewards button to the right of their name to view the client's loyalty history
- Click Select Reward to view the rewards that are currently available to clients based on their point total
- Select the desired reward and click the purple Redeem button
- Points will be subtracted from the client's loyalty program
- Redemptions are captured in your client's loyalty program history
- Handle the invoice adjustment per your business practices to reflect the reward redeemed
- We recommend adding transaction codes in your Practice Management System for each Loyalty Reward in PetDesk.
Watch a walkthrough with the link below!
🎥 How To Video: Redeem A Loyalty Reward and Give Bonus Points
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