Renewing Loyalty Memberships

You can use Siebel Loyalty to assist members with membership renewals.

To renew a membership

1. Navigate to the Loyalty Members screen.

2. Click View, Action Pane, Tasks to view the Task user interface.

3. In the Members list, click the Member Number (#) hyperlink.

4. In the Tasks list, click Membership Renewal.

5. Select New Membership Scheme and click Next.

   The membership scheme duration and type are retrieved from the product level loyalty attributes.

6. In the Price Lists list, select a Payment Mode and click Next.

   Payment options are pay, points, or a combination of the two.

7. (Optional) In the Price Override section:

   1. Select the Override Flag checkbox.

   2. Enter the Override Points and/or Override Pay.

   3. Choose an Override Reason Code, enter an Override Reason, and click Next.

8. Make any necessary changes to the credit card information, and click Next.

9. Verify the information in the Order Summary is correct, then click Next.

10. Verify the information in the Order Confirmation is correct, then click Next.

11. Verify the information in the Transaction Details is correct, then click Finish.