Apply loyalty points
Redeem a patient's points against the current order at checkout.
Overview
If the attached patient has loyalty points and the org has a redeem rate configured, the Create Order screen exposes a Loyalty Points section. The cashier picks how many points to spend; Klu converts points to currency using the org's redeem rate and caps the redemption at a percentage of the subtotal. The deduction shows up as a line on the summary labeled Loyalty (N).
When to use it
- Members paying down their balance with accumulated points
- Promotional campaigns where points act as cash
- End-of-year or milestone redemptions
How to use it
Video tutorial coming soon
- Attach a patient to the tab โ no patient means no points to redeem.
- Tap Checkout to open the Create Order screen.
- Find the Loyalty Points section (inside the service charges / adjustments area).
- The panel shows:
- Customer total points โ the patient's full balance
- Cart subtotal (with discount) โ current cart value
- Spendable of subtotal โ the org's redeem rate as a percentage (e.g. 20%)
- Points customer can spend โ the lesser of total points or spendable cap
- Enter the number of points to redeem โ must be less than or equal to the spendable cap.
- The summary updates with a
Loyalty (pointsUsed)line and the total drops by the redemption value. - Complete the sale as usual.
Tips & gotchas
- The max redeemable is the smaller of: the patient's balance, or
redeemRate% x (subtotal - discount). The org setsredeemRatein Dashboard settings. - Points are debited only when the sale is completed โ cancelling or reverting the sale returns them to the patient's balance.
- Points earned on this same sale are credited after completion, so they can't be spent on the sale that earns them.
- If the loyalty section doesn't show up, check that the patient is attached and the org has a non-zero redeem rate configured.
- The iPad persists the loyalty points field across app restarts for the same order โ reopening an in-progress order keeps the redemption intact.