Articles on: Contacts (Clients & Prospects)
This article is also available in:

Loyalty, referrals & rewards

The Loyalty, Referral and Rewards modules let you automatically thank your most engaged clients: those who book regularly, spend more or recommend you to others.


The goal is to strengthen your client relationships and encourage loyalty, with no extra work on your side.
You set the rules, Fotostudio takes care of the rest.


๐Ÿš€ What you can do with these modules



โœจ Going further



How it works


Each client builds up points based on the actions you have set up. These points can then be exchanged for rewards.


Your clients earn points in three ways:

  • Payments: each euro spent earns a certain number of points (the ratio is configurable).
  • Validated sessions: you set a specific number of points for each session type.
  • Referrals: the sponsor receives points when the person they referred books a session.


Example


  1. You award a number of points for each euro spent, for example: โ‚ฌ1 spent = 1 point
  2. You set the points threshold to reach to unlock a reward.
  3. When a client reaches this threshold, they automatically receive their reward (for example, a 10% discount code).


Loyalty module configuration


Each contact record now has a complete Loyalty box, which lets you track and manage each client's points.


Contact record


Display


You'll find:

  • The client's total points balance.
  • The complete history of points earned and spent, with:
  • the date and description of each movement
  • the points earned (+) or removed (-)
  • the source (payment, session, referral, manual addition, etc.)
  • the linked item (invoice, project, etc.)
  • The list of rewards already obtained.


Manual actions available


From this same box, you can:

  • Add points manually (for example, a goodwill gesture or taking part in a contest).
  • Remove points in case of a mistake or an adjustment (by entering a negative number of points in the Loyalty box).
  • Add a referee to record a referral manually.
  • Assign a reward before the automatic threshold is reached.


Automatic loyalty system configuration


You manage this module in Modules > Loyalty: turn on the automatic loyalty system so points are awarded without any manual action on your part.


Modules > Loyalty


Once the feature is on, you can set the award rules:


Points per euro spent


  1. Turn on Enable points for payments.
  2. Set the points ratio: for example 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 works for all payments: deposits, balances or full payments.


Points per validated session


  1. Turn on Enable points for session validation.
  2. Enter the number of points to award for each session type.

Example: Portrait = 50 points, Family = 75 points, Wedding = 200 points.

  1. You can turn points on or off individually for each session type.
  2. Points are awarded when you mark a session as validated in the project.


๐Ÿ’ก The 2 systems (euros + sessions) add up! A client who pays โ‚ฌ200 for a portrait session can earn 200 points (payment) + 50 points (session) = 250 points in one go.


Referrals


The referral system lets you reward your clients when they recommend your work to the people around them. It's fully automatic and set up in a few steps.
You manage referrals in Modules > Referral: turn on the referral system so points are awarded without any manual action on your part. Each contact has a unique referral code, generated automatically from their name.
You can change it manually from the contact record if needed.
When the referee's first session is booked or validated:

  • The sponsor earns the points you have set.
  • The referee receives their welcome bonus, if you have turned it on.

Modules > Referral


1. Referral of a new client


  • Automatic: the new client enters the sponsor's code when booking online.
  • Manual: you can add a referee directly from the sponsor's contact record.


2. Confirmation and points award


  • Automatic award: points are added when the referee validates their first session.
  • Immediate award: if you add the referee manually, you can choose to award the points right away.


All transactions and award methods are visible in the Loyalty box history.



You can also send a booking link containing the sponsor's code:
fotostudio.io/XXX?ref=SPONSOR-CODE


The code is then applied automatically at booking.
This is especially handy if you work with influencers or partners.


Automatic rewards


In Modules > Rewards, you can create reward tiers that unlock automatically when your clients reach a certain number of points.


Modules > Rewards


Available reward types


  • Discount code: a discount in euros or as a percentage (for example: โ‚ฌ10, โ‚ฌ20, 10%).
  • Gift voucher: a voucher for a set amount (for example: โ‚ฌ50, โ‚ฌ100).
  • Custom reward: any other kind of gift (free session, product, specific perk, etc.).


Set up a reward

Modules > Rewards


  1. Give your reward a name (for example: "Bronze Loyalty Gift").
  2. Choose the reward type: discount code, gift voucher or custom reward.
  3. Enter the value (in euros for gift vouchers, in euros or as a percentage for discount codes).
  4. Set the points threshold to reach (for example: 100, 500 or 1000 points).
  5. Add a description the client can see.
  6. Turn on automatic email sending if you want to let the client know automatically when they unlock their reward.


Tier examples


Points tier

Reward

Type

100 points

โ‚ฌ10 discount code

Discount code

250 points

โ‚ฌ25 gift voucher

Gift voucher

500 points

โ‚ฌ50 discount code

Discount code

1000 points

Free portrait session

Custom


๐Ÿ’ก Rewards are awarded automatically as soon as a client reaches the set tier. You can also assign a reward manually from the client's record.


Track the client ranking


Go to Contacts > Loyalty to track performance.
The client ranking shows you the number of active members, the total points distributed, the referrals made, the rewards unlocked and your most loyal clients. This information helps you spot your best ambassadors and adjust your actions to get the most out of your loyalty program.


Learn more: Understanding and using the loyalty ranking


Advanced management tools


Fotostudio gives you several tools to manage your loyalty program flexibly and in a way that fits your business. These options are especially useful if you launch the module on an existing account or want to change your rules along the way.


Automatic points recalculation


If you turn on 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 touching the points you added manually.


You can choose the period the recalculation covers: 3 months, 6 months, 12 months or all time.
It runs in the background and you'll receive a confirmation email once it's done.


Reset automatic points


If you want to start from a clean slate, you can delete all automatic points (payments and sessions) while keeping the points you added manually.
This is handy to fix mistakes or relaunch your program with new rules.



Managing configuration changes


The module is designed to evolve with your business. You can change the rules at any time, whether it's the points/euro ratio, the number of points per session or the reward tiers.


What happens when you change the settings


  • Points already awarded are kept and don't change.
  • Rewards already claimed remain valid.
  • The new rules only apply to future actions.
  • There is no retroactive recalculation for past rewards.


This lets you stay flexible without disrupting your current clients or their loyalty history.


Practical examples


Example 1: Changing the euros/points ratio
If you go from โ‚ฌ1 = 1 point to โ‚ฌ1 = 2 points, clients keep their current points, but their next payments will earn them twice as many points.


Example 2: Changing a reward threshold
If you change a tier from 100 points to 150 points:

  • Clients who already got the 100-point reward keep it.
  • New clients will need to reach 150 points to unlock this 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 right away.


Tip: use these changes to share the good news with your clients: more points, new rewards or one-off bonuses. It strengthens their engagement and loyalty.

Updated on: 04/11/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!