- From the Administration menu, select Client Relations, select Membership Management, and select Membership Types.
- Select the membership type for which you want to set up
the point calculations, click Edit, and click Points Calculation. Click Save after completing the sections as described below.
- Complete the Calculation Period section:
The Calculation Period determines the
member upgrades, downgrades, and expirations based on the tier points
accumulated during a given time period. Calculation can be based on
a 12-month calendar year (from January to December of a year) or a
rolling 12-month period (based on a time period from the month the
points are calculated). The following example shows how the Rolling
calculation method differs from the Calendar calculation method and
how the differences affect your clients:
A member receives 500 tier points in November 2016, which is
not enough at that time to be upgraded to the next tier. However,
assume the guest accumulates another 300 tier points in January 2017.
When the upgrade process is run in March 2017 and the calculation
period is set to Rolling, the period covered would be from March 2016
to March 2017. The member would have sufficient points to be upgraded.
If the calculation period is set to Calendar, the member would not
be upgraded. The member would only have 300 tier points because with
Calendar, the calculation only considers points received from January
to December of a calendar year.
- Calendar: The calculation considers
points received from January to December of a calendar year, no matter
when the calculation is run. For tier management purposes, tier points
accumulation is calculated annually for the 12-month period prior
to the date of the upgrade/downgrade batch run. For example, if the
batch process is run on September 12, 2017, the tier points from September
11, 2016, to September 12, 2017, are considered in the upgrade/downgrade/expiration
calculations.
- Rolling: The time period calculated
is from the month the points are calculated to the same month for
the time period selected. For example, from March 2017 to March 2018.
Expire Inactive Card in: The time limit
(from 1 to 5 years) for membership card expiration. When the Tier
Management batch process is run and the calculation period is set
to Rolling, the new expiration year is based upon this value. For
example, if the value is set to 2 Years, and the member is upgraded
from Bronze to Silver in 10/17 with the current expiration set to
12/17, the upgrade batch process updates to the new expiration date
of 10/19 (2 Years from 10/17). If the same member was upgraded in
11/17 from Silver to Gold, the expiration date would again update
with the new expiration of 11/19 (2 Years from 11/17).
Expire Award Points (Months): The number
of months (0 to 60) for which award points are eligible for redemption.
Zero means that award points are eligible for redemption only for
the month in which they were calculated. If 12 months is selected,
points are eligible for redemption for 1 year from the points calculation
date. If you want to set award points to never expire over the life
of the membership, leave this field blank.
Award Point Expiry Date (Years): The
length of time award points remain eligible for redemption. Choose
from the following options:
- Do Not Expire: Award points never expire
over the life of the membership.
- Same Year: Award points are eligible
for redemption during the same calendar year they were calculated.
For example, points calculated in October 2017 are eligible for redemption
until December 2017.
- 1-5 Years: Award points are eligible
for redemption for the number of calendar years specified (1, 2, 3,
4, or 5) starting from the date they are calculated. For example,
if you select 3 years as the Award Points Expiry Date, points awarded
on June 1, 2017, are not eligible for redemption until December 31,
2020. Starting on January 1, 2021, they are no longer eligible for
redemption.
Grace Period (Years / Months): The number
of years for the grace period.
Activity Period (Months): The number
of months for the member's activity period. Only membership award
points that fall within this activity period are extended. For example,
if 24 is the value entered for the activity period in months, the
member's activity must fall within the past two years for his or her
award points to be extended.
Award Redeem Threshold: This number represents
the minimum amount of points required before points can be redeemed
for awards by this member. The member can only redeem points when
this threshold amount is met.
- Complete the Awards Management section:
Award Generation Method: The points calculation
method you want to use. Choose from the following options:
- Batch: An automatic batch process is
used to calculate points.
- Manual: You must manually calculate
points and modify them on the member account.
- External System: Points information
is calculated externally by third-party software.
Non Member Points: The potential membership
points that could be earned for a stay by a non-member. The points
appear for guests who are not members of a loyalty program and who
are staying at the hotel.
Externally Controlled: The membership
points calculation is controlled by a third-party system.
Required on Stay Period: Stay points
are calculated for a loyalty program guest even if the loyalty membership
card is not attached to the reservation.
- Complete the Tier Management section:
Based On: The tier upgrade/downgrade
processes based on either an Arrival Date, Departure Date, Posting
Date, or Transaction Date.
Upgrade / Downgrade Period: The time
period from which to calculate the upgrade/downgrade points.
Tier Expiration Month: The month in which
the current membership tier expires.
Downgrade/Renewal: This option schedules
the Auto Process Membership Tier Management job to run in the OPERA
Cloud Scheduler. Based on the membership settings, this job automatically
upgrades, downgrades, or renews all members with the primary membership
type.
Requalify on Upgrade: This option checks
if members have enough points to requalify for their current membership
level on upgrade. If members have enough points, they receive an upgrade
and a new expiration date. When members lack enough points for an
upgrade, this option checks the following conditions: (a) if they
have sufficient points to requalify for their current membership levels
and (b) if their membership expiration dates are in the current year.
If these conditions are met, members stay at their current levels
and are assigned new expiration dates.
Non Member Points: The potential membership
points that could be earned for a stay by a non-member. The points
appear for guests who are not members of a loyalty program and who
are staying at the hotel.
Tier Management Reset: This option activates
the tier management reset functionality for the membership level.
If a member is upgraded, downgraded, or renewed, the membership tier
points reset.