Reward Menu

To manage the reward items your staff users give out, please go to Manage>Reward Menu.

From here, you can add reward categories, add reward items, and reorganize these items to your preference.

Add Reward Category

To get started, click Add>Add Reward Group.

Name the Reward Category something like "Treatment Success" and then click Save. 

Add Reward Item

To add a new reward item, please click Add>Reward Item.

Enter the description of the reward and the point value, then assign the reward category to a specific group of members (i.e. Active patient, etc).

Auto Tag

You may activate an Auto Tag rule. If this is on, when the reward item is awarded it will apply the set tag. If applicable, it will also convert a lead to member and/or award points if it was a referral.

When you're finished, click Save to submit the new reward item.
 

Edit Reward Items

If you would like to change the Name, Point Value, Category or Group permission of a particular reward item, simply click on the name of the item. From there, you'll be able to edit as needed and then click Save.

If you'd like to make a reward item active or inactive, use the toggle button.

If you need to delete a reward item completely, click the delete button. This cannot be reversed.

Reorder Categories And Items

To Reorder the categories or items within a category, click the 3 dots to the right of the Reward Group for the dropdown menu. Select the appropriate one, reorder as needed, and click Save. 

You can organize all of your reward items and/or reward categories to how you want them viewed on the member profile.  Simply rearrange the order of categories by clicking and dragging an entire category to the position you want.  

You can also click and drag a single reward item using the blue icon next to the item to rearrange it within its current category or place it into a new category.