How to Offer Incentives and Rewards to Clients with an Account Balance (Beta)

This article will take you through; 

1. How to offer incentive or rewards with Account Balance
2. Next steps and additional support

How to offer incentives or rewards with an Account Balance

'Account Balance' is a new feature that streamlines the payment process by allowing clients to put a credit value onto their account so they can use it later. It also allows you to put a credit value into your client's account to use as an incentive or reward.

A great way to add value to your business is by providing incentives to your members. 

• Whether it's adding $10 to those that attend every day this week
• Offering a free item like a branded water bottle or gym bag on their birthday
• Giving a free PT session to the top-performing client of the month, etc. 
• Offering credit for referring a friend 

Whatever you decide, adding extra value to your memberships is a great way to keep clients engaged. With an Account Balance, you can add a credit balance to a client's account which they can use for future purchases.

'Account Balance' is in Beta. If you would like early access, please let us know by emailing us at [email protected]

To set up an 'Account Balance' for your client, read the below article; 

• Setting up 'Account Balance' for your Client's

Next steps and additional support

Once you have 'Account Balance' figured out, you will likely want to monitor 'Transaction and Payout reports. Read the article below for more information; 

• Understanding the View Payouts Section of the Revenue Report

For additional support, reach out to [email protected], and we will be happy to assist you.