Customer journey
- 01Join before treatment
- 02Complete an eligible treatment
- 03See member progress
- 04Book an available benefit
Illustrative journey. Confirm the supported configuration and permissions before launching.
01Set up the working rule
Select completed eligible treatments, define a realistic milestone and cost the therapist time and materials. Confirm benefit availability before promising it.
02Make the benefit operationally deliverable
Describe the enhancement, appointment duration and booking availability before offering it. If five eligible treatments unlock a benefit costing 12 in materials and staff time, budget that cost across the five paid treatments. Keep the milestone separate from treatment suitability and confirm the actual rule can be configured.
03Worked example and decisions
A spa plans an eligible treatment milestone with a small service enhancement at a future appointment. The proposal specifies duration, availability and exclusions.
Rehearse before launch
Use a demo account and the currently supported configuration. These are checks to perform, not claims that the workflow has passed.
- Choose an eligible completed treatment and check that its normal repeat interval suits the milestone.
- Calculate the enhancement cost including therapist time, materials and any added room capacity.
- Rehearse booking and redemption when the preferred treatment slot is unavailable.
- Publish duration and exclusions without presenting the loyalty benefit as a medical recommendation.
Keep it practical
Do not encourage treatment frequency beyond suitability. Loyalty should not replace professional advice or guarantee health outcomes.