Make Loyalty Simple, Strategic, and Engaging
A well-designed loyalty program does more than just reward clients—it builds habits, strengthens relationships, and encourages long-term retention. When your rewards are tied to meaningful actions (like booking online, writing reviews, or referring friends), you make clients feel valued and seen.
But a successful program isn’t just about giving points. It’s about clarity, consistency, and connection.
This checklist guides you through each phase of a high-impact loyalty strategy—from setting goals and automating communication to empowering your staff and refreshing rewards seasonally. Every section is tied directly to features in WellnessLiving so you can take immediate action.
Set clear loyalty goals
Use Client Retention Reports and Reward Program Settings to align your loyalty program with specific business outcomes.
✓ | Action items |
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| Choose a reward type that supports your business goals |
Simplify your program and boost value
Keep it simple. Clients should understand what they earn and how to use it—no complex rules, just clear value.
✓ | Action items |
| Offer meaningful prizes like free services, discounts, upgrades |
| Use clear language to explain how clients earn points and redeem prizes |
| Avoid complexity by setting simple earning rules |
Automate reminders and personalize messaging
Make your program run on autopilot by using marketing automations and personalization.
✓ | Action items |
| Set up automated messages to remind clients of their points and milestones |
| Add email variables like names and birthdays to personalize messages |
| Reward key actions such as reviews, referrals, and online bookings |
Promote your program everywhere
Use every client touchpoint to make your loyalty program visible and exciting.
✓ | Action items |
| Promote via automated emails, SMS, and social media |
| Add signage and printouts at the front desk and high traffic areas |
| Highlight rewards in price sheets, booking screens, and staff interactions |
| Include info about the program in onboarding for new clients |
Design for early and ongoing engagement
Get clients hooked early with instant wins and fun mechanics that encourage ongoing interaction.
✓ | Action items |
| Set up “quick win” rewards for first actions like checking in |
| Create time-limited promos like double-points weekends and seasonal bonuses |
| Gamify with leaderboard contests or tiers for your most loyal clients |
Track results and improve over time
Measure your loyalty program’s performance and adapt it based on what’s working.
✓ | Action items |
| Review client activity and retention regularly |
| Request feedback to see what clients love or what’s not working |
| Update prizes and point values based on interest and seasonality |
Get your team involved
Your staff are loyalty ambassadors—train and empower them to promote and support the program.
✓ | Action items |
| Train staff to mention rewards at checkout and during conversations |
| Teach staff how to redeem rewards at the point of sale |
| Celebrate client milestones with staff recognition |
Keep it fresh and seasonal
Keep the program exciting by rotating offers and tying rewards to events or client milestones.
✓ | Action items |
| Schedule quarterly loyalty audits to fine-tune your strategy |
| Add limited-time or seasonal rewards |
| Use holidays, events, and special occasions (e.g., birthdays, anniversaries) to trigger bonuses |
Make the most of your tools
Make it easy for clients to track, redeem, and share their loyalty benefits.
✓ | Action items |
| Promote the Achieve Client App for tracking points |
| Enable referral tracking |
| Monitor leaderboard performance to identify top advocates |
| Use marketing & lead reports to analyze loyalty impact |
Your clients already love what you do, give them one more reason to keep coming back. Start where you are, build as you grow, and let your rewards do the work.