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> Use this file to discover available pages before exploring further.
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# Loyalty, referrals & rewards

The loyalty, referral, and rewards modules allow you to automatically thank your most engaged clients: those who book regularly, spend more, or recommend your services to others. The goal is to strengthen client relationships and encourage loyalty without extra work on your part. You set the rules, Fotostudio takes care of the rest.

### 🚀 What you can do with these modules

* 🎯 [Reward clients based on their purchases or actions](#1-loyalty-module-configuration)  
* 👥 [Set up a referral program](#1-referrals)
* 🎁 [Create automatic rewards: gift cards, discounts, special offers](#1-automatic-rewards) 
* 📊 [Track statistics and your most loyal clients directly from your dashboard](https://help.fotostudio.io/en/article/understanding-and-using-the-loyalty-ranking-hq14wa/)

### ✨ Going further

* 🛠️ [Advanced management tools](#1-advanced-management-tools) (automatic recalculation and reset)  
* 🧾 [Loyalty & referrals: complete use cases](https://help.fotostudio.io/en/article/loyalty-referrals-complete-use-cases-ek4rg9/)
* 💡 [Tips to maximize the impact of the Loyalty module](https://help.fotostudio.io/en/article/tips-to-maximize-the-impact-of-the-loyalty-module-1w2os87/) 
* ❓ [Frequently asked questions](https://help.fotostudio.io/en/article/loyalty-and-referral-frequently-asked-questions-faq-1w8gxtm/)

## How it works

Each client accumulates points based on the actions you have configured. These points can then be exchanged for rewards. Clients earn points in three ways:  
* **Payments**: each euro spent earns a certain number of points (the ratio is configurable).  
* **Validated sessions**: you assign a specific number of points for each session type.  
* **Referrals**: the referrer receives points when their referred client books a session.

### Example

1. You assign a number of points for each euro spent, for example: 1 € spent = 1 point  
2. You set the points threshold to unlock a reward.  
3. When a client reaches this threshold, they automatically receive their reward (e.g., a 10% discount coupon).

# Loyalty module configuration

Each client record now contains a complete **loyalty box**, allowing you to track and manage points for each client.

![](https://storage.crisp.chat/users/helpdesk/website/-/1/1/0/6/1106822c7ec6b200/screenshot-2025-10-27-at-11332_c293yx.png =500x633)

### Display

You will find:  
* The **total points balance** of the client.  
* The **complete history** of gains and deductions, including:  
* The date and description of each transaction  
* Points earned (+) or removed (-)  
* The source (payment, session, referral, manual addition, etc.)  
* The associated object (invoice, project, etc.)  
* The **list of rewards already obtained**.

### Manual actions available

From this same box, you can:  
* **Add points** manually (e.g., commercial gesture or contest participation).  
* **Remove points** in case of error or adjustment.  
* **Associate a referral** to manually record a referral.  
* **Assign a reward** before the automatic threshold is reached.

## Automatic loyalty system configuration

You can manage this module in [Modules > Loyalty](https://www.fotostudio.io/app/loyalty_settings): activate **the automatic loyalty system** so that points are assigned without any manual action from you.

![](https://storage.crisp.chat/users/helpdesk/website/-/1/1/0/6/1106822c7ec6b200/screenshot-2025-10-27-at-11343_j039st.png)

Once the feature is activated, you can configure the assignment rules:

#### Points per euro spent

1. Activate the **Points for payments** option.  
2. Set the points ratio: e.g., **1 point per euro spent** (you can also choose 0.5, 2, etc.).  
3. Points are added automatically as soon as an **invoice is fully paid**.  
4. This system works for **all payments**: deposits, balances, or full payments.

#### Points per validated session

1. Activate the **Points for validated sessions** option.  
2. Specify the number of points to assign **for each session type**.  
   Example: Portrait = 50 points, Family = 75 points, Wedding = 200 points.  
3. You can enable or disable points individually by session type.  
4. Points are assigned when you mark a session as **validated** in the project.

| 💡 The two systems (euros + sessions) are cumulative! A client paying 200€ for a portrait session can earn 200 points (payment) + 50 points (session) = 250 points at once.

# Referrals

The referral system allows you to reward clients when they recommend your work to their contacts. It is fully automatic and can be set up in a few steps.  
You can manage referrals in [Modules > Referral](https://www.fotostudio.io/app/referral_settings): activate **the referral system** so that points are assigned automatically. Each contact has a **unique referral code**, generated automatically from their name. You can edit it manually from the contact record if needed.  
When the referred client's first session is **booked or validated**:  
* The **referrer** earns the points you have defined.  
* The **referred client** receives, if activated, their welcome bonus.

![](https://storage.crisp.chat/users/helpdesk/website/-/1/1/0/6/1106822c7ec6b200/screenshot-2025-10-27-at-11395_14kfsdn.png =800x457)

#### 1. Referral of a new client

* **Automatic**: the new client enters the referral code during online booking.  
* **Manual**: you can add a referred client directly from the referrer's contact record.

#### 2. Points confirmation and assignment

* **Automatic assignment**: points are added when the referred client validates their first session.  
* **Immediate assignment**: if you add the referred client manually, you can choose to assign points immediately.

All transactions and assignment methods are visible in the loyalty box history.

#### 3. Link sharing

You can also send a **booking link containing the referrer’s code**:  
`fotostudio.io/XXX?ref=REFERRAL-CODE`

The code will then be applied automatically during booking. This is especially useful if you collaborate with **influencers** or **partners**.

# Automatic rewards

In [Modules > Rewards](https://www.fotostudio.io/app/reward_settings) you can create **reward tiers** that unlock automatically when clients reach a certain number of points.

![](https://storage.crisp.chat/users/helpdesk/website/-/1/1/0/6/1106822c7ec6b200/screenshot-2025-10-27-at-11441_1r824nc.png)

###### Available reward types

* **Promo code**: a euro discount (example: 10 €, 20 €, 50 €).  
* **Gift card**: a voucher of a defined amount (example: 50 €, 100 €).  
* **Custom reward**: any other type of gift (free session, product, specific benefit, etc.).

#### Configure a reward
![](https://storage.crisp.chat/users/helpdesk/website/-/1/1/0/6/1106822c7ec6b200/screenshot-2025-10-27-at-11451_ev7l1n.png =700x493)

1. Give a **name** to your reward (example: “Loyalty Bronze Gift”).  
2. Choose the **type** of reward: promo code, gift card, or custom.  
3. Specify the **value** (in euros, for codes and vouchers).  
4. Define the **points threshold** to unlock it (example: 100, 500, or 1000 points).  
5. Add a **description** visible to the client.  
6. Activate **automatic email sending** if you want to notify the client automatically when they unlock the reward.

#### Tier examples

| Points threshold | Reward | Type |
| ---- |
| 100 points | Promo code 10 € | Promo code |
| 250 points | Gift card 25 € | Gift card |
| 500 points | Promo code 50 € | Promo code |
| 1000 points | Free portrait session | Custom |

| 💡 Rewards are automatically assigned as soon as a client reaches the defined tier. You can also assign a reward manually from the client record.

# Track clien rankings

Go to [contacts > loyalty](https://www.fotostudio.io/app/loyalty_rankings) to monitor performance.  
Tracking customer rankings lets you see the number of active members, the total points distributed, the referrals made, the rewards unlocked, and the most loyal customers. This information helps identify the best ambassadors and adjust your actions to maximize the impact of the loyalty program.

Learn more: [Understanding and using the loyalty ranking](https://help.fotostudio.io/en/article/understanding-and-using-the-loyalty-ranking-hq14wa/)
# Advanced management tools

Fotostudio provides several tools to manage your loyalty program flexibly and according to your activity. These options are particularly useful if you launch the module on an existing account or want to modify your rules over time.

#### Automatic points recalculation

If you activate the module on an account that already has clients, you can run an **automatic recalculation** of points on historical data.  

This recalculation updates all **automatic** points (payments and sessions) without affecting points you added manually.  

You can choose the period for the recalculation: 3 months, 6 months, 12 months, or since always.  
The process runs in the background and you will receive a confirmation email once completed.

#### Reset automatic points

If you want to start fresh, you can remove all automatic points (payments and sessions) while keeping points you added manually.  
This option is useful to correct errors or restart your program with new rules.

---

## Managing configuration changes

The module is designed to evolve with your activity. You can modify the rules at any time, whether it’s the points/euro ratio, points per session, or reward tiers.

### What happens when you change settings

* Points already awarded remain acquired and do not change.  
* Rewards already claimed remain valid.  
* New rules apply only to future actions.  
* There is no retroactive recalculation for past rewards.

This allows you to remain flexible without disturbing current clients or their loyalty history.

### Practical examples

**Example 1: Changing the euros/points ratio**  
If you change from 1€ = 1 point to 1€ = 2 points, clients keep their current points, but future payments will earn double points.

**Example 2: Modifying a reward tier**  
If you change a tier from 100 points to 150 points:  
* Clients who already received the 100-point reward keep it.  
* New clients must reach 150 points to unlock the reward.

**Example 3: Adding a new reward**  
If you create a reward at 750 points, all clients who already have at least 750 points can claim it immediately.

| **Tip**: use these changes to communicate good news to your clients: increased points, new rewards, or occasional bonuses. This strengthens engagement and loyalty.