Setting up Membership Type Rules

1. From the Administration menu, select Client Relations, select Membership Management, and select Membership Type Rules.
2. Click New and click Save after completing the required fields.
3. Complete the required Rule Definition fields:
   Membership Type: The membership type for which you are creating the point calculation rule.
   Rule Code: The code to associate with this rule and to identify it.
   Rule Based On: The application of the rule. Choose from the following options:
   • Revenue: This rule is used to determine points related to guest revenue. At least one revenue group must be configured in order to set up a revenue rule. If multiple revenue rules exist for one membership type, then the payment type is applicable to all the revenue rules for the membership type.
   • Stay: This rule is used to determine points related to stays.
   • Nights: This rule is used to determine points related to nights stayed.
   • Enrollment: This rule is used to determine points related to member enrollment.
   Type of Points: This determines if the points calculated by this rule are Base points or Bonus points. Choose from the following options:
   • Base: This rule is a generic rule applicable to a wide segment of the membership and is likely to be active for a relatively long period.
   • Bonus: This rule is for calculation of extra points for a special purpose, such as a promotion (possibly based on a specific market code, and possibly for a short period of time).
   Start / End Date: This defines the start and end dates for the period during which the guest must check in or check out for this rule to apply.
   Description: Enter a description of the rule.
   Program Type: The membership program component this calculation rule supports. Choose from the following options:
   • Tier: This rule determines tier points only.
   • Points: This rule determines award points only.
   • All: This rule determines both tier points and award points.
   Rule Applies To: This determines whether the guest's arrival and/or departure must fall between the Start Date and End Date. Choose from the following options:
   • Arrival: The guest's arrival date must be between the Start Date and End Date.
   • Departure: The guest's departure date must be between the Start Date and End Date.
   • Any: Either the guest's arrival date or departure date must be between the Start Date and End Date.
   • Restricted: Both the guest's arrival date and departure date (that is, the whole stay) must be between the Start Date and End Date.
4. Complete the necessary Points Definition fields:
   • Points: The number of points assigned to the member when this rule applies.
   • Cost per Point: The actual or estimated cost to the property when points are assigned to a member based on this rule. This information can be used to track the expenses associated with the membership program.
   • Exclude from Points Projection: Excludes this rule from evaluation for membership points.