Assigning a loyalty card to a client (desktop)

This article explains how a loyalty card is assigned to a client in the partner Zoyya web application on a computer.

PLATFORM_SWITCH: Desktop · Mobile

The loyalty card must be assigned to the client in order to accumulate points at the appointment. You assign the card from the list of loyalty cards or directly from the appointment.

Description of functionality

Assigning the card connects the client with the selected loyalty program. After the card has been assigned, it is displayed at that client's appointment in the Loyalty card field.

When the client has one loyalty card, the application automatically selects it for the new appointment after selecting the client. When the client has several loyalty cards, the application selects the card with points or the first card from the list, and then at the appointment, check that the card belonging to the program you want to use is selected.

When to use

You use this functionality when:

• client enters the loyalty program for the first time
• you assign a loyalty card from the selected program to the client
• at the appointment, the client should be immediately enrolled in the loyalty program
• the client has several loyalty cards and needs to choose the right card for the appointment

Before you start

Before assigning the card, it is necessary to have a loyalty program set up.

If the program has not been set up yet, first open the article Setting up the loyalty program (computer).

Steps

Allocation from the list of loyalty cards

1. In the left menu, open the Loyalty program.
2. Open Loyalty cards.
3. Click Create New.
4. In the Loyalty Program field, select the program from which the card is issued.
5. In the Status field, select the status of the card.
6. In the Name field, check the name of the card.
7. In the Client field, select the client.
8. Turn on Send email to client when the client has an email address and needs to be notified about the card.
9. If necessary, edit Description and Terms of use.
10. Click Save.

The card is assigned to the client and is displayed in the list of loyalty cards.

Assignment from appointment

1. In the left menu, open Calendar.
2. Open an existing appointment or create a new appointment.
3. Select a client.
4. Select a service.
5. In the Loyalty card field, check if the client already has an assigned card.
6. If the client does not have a card, click Enroll the client in the Loyalty program.
7. In the Select loyalty program field, select a program.
8. Click Join.
9. Save appointment.

When a card is created from an appointment, the application immediately associates it with that client and appointment.

What can be seen on the appointment

At the appointment, the loyalty card is displayed as a separate field Loyalty card. This field is used to collect points.

The Loyalty program field on an individual service is used for cards and rewards that are used as a benefit, for example a membership card or a reward created by exchanging points.

Important

Frequently asked questions

Why is the Enroll client in the Loyalty program button not displayed?

The button is displayed when a client is selected, when there are loyalty programs for the location and when the client does not have a loyalty card to choose from.

What if the client has several loyalty cards?

At the appointment, check the Loyalty card field and select the card that belongs to the program you want to use for that appointment.

Is the client being notified?

An email notification is sent when the client has an email address and when the Send email to client option is enabled.

Connected

• Loyalty Program Details
• Loyalty program setup (computer)
• Collection and exchange of loyalty card points (computer)
• Allocation of loyalty card to client (mobile)

Updated on: 23/07/2026