Greetings UPbooker!
This document will outline the basics of our first version of UPbook Rewards - essentially automating the rewards program for your Front Desk team.
Observation:
Incentives and rewards are the key factor to creating a high performing front desk team.
Problem:
It is difficult and time consuming to setup such a program initially, and even more difficult to maintain, as the process of determining if the target was reached, giving the reward to the team, and then starting a new time period takes critical manager time.
Solution (and still evolving):
UPbook to automate your Front Desk Rewards program.
The How: Go to Settings>Rewards
Set The Target:
Once you have determined your reward amount (and try to make it as meaningful as possible), the next step is to set a target.
I would highly recommend thinking about slow incremental gains rather than making an overly ambitious target which your team may not achieve initially.
What we have found best is to start with targets 5% above your current scheduling rate to a maximum of 70-80%.
It is just as important to maintain your scheduling rate as it is to improve it, and just as challenging for your team!
Set The Time Duration & Start Date:
Currently you have the option of weekly, bi-weekly, or monthly durations for your rewards program. I would recommend bi-weekly or monthly to start.
Set The Reward Amount
You as the Owner or Manager determine how much you are willing to spend, per month for example, per team member if your team hits and maintains their New Client Scheduling Rate target.
There are two different types of team member options, Full Member and Partial Member, this allows some flexibility to provide a partial amount to a member who say works only 2 days a week vs the full amount to a member who works 4-5 days a week.
With the current version, if the target is achieved each team member will then be emailed an Amazon Gift Card for the amount you set, which they can spend on whatever is meaningful to them.
If your team is able to achieve this, your practice will book significantly more new clients, driving your revenue and profitability... so this is a huge ROI investment.
Select Recurring:
You definitely want to select recurring, as you can set it and forget it, while your team will continue to be motivated once each new rewards period is launched.
And you can always adjust the details even after a rewards program has started so you have full control.
Select Team Members:
Select the team members to be included, and this feature has been added so that old team members not with the team any longer can be excluded.
Are are also able to distinguish between full time Front Desk Members vs part time, so that a partial reward amount can be giving to the part time members.
Also we would highly recommend including the manager in the rewards program, as it is important that the manager is really involved in an exciting way to help the team achieve their target.
The Funds:
Each time your team achieves their reward, we will debit your credit card we have on file for the total rewards amount. Your team members will then each receive their Gift Card which they can redeem whenever they like.
Click Save & Your Off!
Once you click save, your rewards program will begin at the start date you selected, and so you can start cheerleading your team and letting them know when the rewards program will start and end, and to be on their “A” game to hit their target!
