Configuring Membership Type Point Calculation Rules

For each membership type configure the rules to define how both base and bonus points will be calculated. You can specify whether points are awarded based on nights, stay or spend. If based on spend you then nominate a transaction code group to identify the sales charge codes (revenue / non-revenue) eligible for points. For each rule you can further refine eligible reservations and guests through the selection of a rate code group, market code group or membership level. For example, you could configure a rule for bonus points specific to Platinum level members that book specific rate code(s) for stays through October.

Adding Membership Type Point Calculation Rules

1. From the Administration menu, select Client Relations, select Membership Management, and select Membership Type Rules.

2. Click New and complete the following:

   1. Membership Type: Select the membership type for which you are creating the point calculation rule.

   2. Rule Based On: Select from the following options:

      1. Revenue (Spend): Calculate based on sales charges posted to the guest reservation. 

      2. Stay: Calculate points based on the stay (regardless of length of stay).

      3. Nights: Calculate points based on number of nights (length of stay).

   3. Type of Points: Select from the following options:

      1. Base: Regular points awarded.

      2. Bonus: Bonus or extra point awarded : used for such purposes as a promotion (possibly based on a specific market code, and possibly for a short period of time).

   1. Start / End Date: This defines reservation stay dates for which this calculation rule will apply.

   2. Description: Enter a description of the rule.

   3. Points: Enter the number of points to award to the member according to the Rule Based On value selected. For example, 1 point per $ spend, 100 points per night or 1000 points per stay.

      1. %. Select to specify that the value in Points is a percentage of the revenue

      2. Rounding: Select a value from the list:

         1. Ceiling: Always round up

         2. Floor: Always round down

         3. Round: Regular rounding (2.1-2.4 will round down, 2.5-2.9 will round up)

   4. 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.

   5. Rule Conditions

      1. General

         1. Property: Select the property from the list.

         2. Property Group: or select a property group from the list (multi-property). See Configuring Membership Property Groups

         3. Membership Level: Select a membership level if this rule is specific to a level.

      2. Rate

         1. Rate Group: Select a rate group from the list to limit rule to specific rate codes. Configuring Membership Rate Groups

            1. Rate Group Include: Select to include the selected rate group.

            2. Rate Group Exclude: Select to exclude the selected rate group

         2. Transaction Group: Select a transaction group from the list. See Configuring Membership Transaction Groups

            1. Transaction Group Include: Select to include the selected transaction group

            2. Transaction Group Exclude: Select to exclude the selected transaction group 

         3. All Membership Rates: Select the define rule for all rate codes (Rate Group selection is disabled).

         4. All Membership Transactions: Select to define rules for all sales charge transaction codes (transaction group selection is disabled).

      3. Segmentation

         1. Market Group: Select a market group from the list. See Configuring Membership Market Groups

            1. Market Group Include: Select to include the selected market group.

            2. Market Group Exclude: Select to exclude the selected market group.

3. Click Save.

Editing Membership Type Point Calculation Rules

1. From the Administration menu, select Client Relations, select Membership Management, and select Membership Type Rules.

2. Enter search criteria and click Search.

3. Select the Member Type Rule and click the vertical ellipsis and select Edit.

   1. Update the details

   2. Inactive: Select to inactive the rule and exclude from processing.

4. Click Save.

Deleting Membership Type Point Calculation Rules

1. From the Administration menu, select Client Relations, select Membership Management, and select Membership Type Rules.

2. Enter search criteria and click Search.

3. Select the Member Type Rule and click the vertical ellipsis and select Delete.

4. Click Delete to confirm.