Membership tiers and the points programme settings

Create membership tiers

1. Open Membership & points (owner only).
2. Under Customer tiers type a name (e.g. Gold) and press Add.
3. Under Membership tier rules turn on Assign tiers automatically and apply tier discounts at the POS, choose Qualify by, the window and review months, and Downgrade.
4. For each tier set Min spend or Min visits and the discounts for services, products and packages. Press Save.
5. Credit top-ups never count as spend; refunds reduce spend. On the customer profile Set by hand (overrides automatic) gives a customer another tier (with a reason and an end date); the automatic rules take over again after that date.

Points programme

1. Open Customers & members → Membership & points in the sidebar (owner only).
2. Under Points turn on Points programme on and set the earn rate, how much points are worth, minimum points per use, max share of the bill and expiry.
3. Tick Customers can pay with points at checkout so customers can pay with points at checkout. Press Save — a new version applies from now on.

Tier benefits, birthday reward and rewards

1. In Membership & points under Tier benefits set discounts, a points multiplier, vouchers on upgrade and Birthday reward (auto, once a year) per tier.
2. Under Reward catalogue press Add reward, enter a name and Points needed — customers swap points for these reward vouchers.
3. Tier discounts are applied automatically at the POS for customers with a tier.