Configuring Membership Type Level Rules

Configure rules to define how membership tier points are used to upgrade or downgrade a guest's membership to a higher or lower level, respectively. Membership level rules determine the tier points required to upgrade a guest's membership to a higher level or downgrade it to a lower level. These level rules are applied when the upgrade/downgrade batch is run. Upgrade/downgrade decisions are based on factors such as:

Revenue - Revenue generated by the guest during a given period.
Stays - Number of stays booked by the guest during a given period.
Nights - Number of nights the guest was in residence during a given period.

How revenue, stays, and nights translate to tier points is set by the membership points calculation rules

Adding Membership Type Level Rules

From the Administration menu, select Client Relations, then Membership Management, then Membership Types.
Enter search criteria and click Search.
Select the membership type and click the vertical ellipse Actions menu and select Edit.
Select Levels.
Select the level then click vertical ellipsis Actions menu and select Level Rules.
Click New and complete the following:
1. Membership Level: The level for which you are creating or editing rules. Defaults to selected level.
2. Rule Type: Select Upgrade or Downgrade from the list, to indicate whether this rule applies to level Upgrades or level Downgrades.
3. Record Type: Level rules may be set for Resident or Non-Resident programs. For example, non resident could be members dining, but not sleeping in the at the property.
  1. Based On: Select an option from the list to define the factor on which the upgrade or downgrade rule is based : Stays, Nights or Revenue.
4. Required Points: Enter the required points. For an Upgrade rule type this is the minimum number of tier points that qualifies the guest for an upgrade. For a Downgrade rule type, should the guest's tier points fall below this number, a downgrade may be applied.
5. Override Points: An "interim" tier point value. Enter a value when you want to override the Required Points value for an upgrade/downgrade batch run. This value remains in-effect until it is manually changed or deleted.
6. Click Save.

Editing Membership Type Level Rules

From the Administration menu, select Client Relations, then Membership Management, then Membership Types.
Enter search criteria and click Search.
Select the membership type and click the vertical ellipsis Actions menu and select Edit.
Select Levels.
Select the level then click vertical ellipsis Actions menu and select Level Rules.
Enter search criteria, then click Search.
Select the rule number, then click the vertical ellipsis Actions menu and select Edit.
1. Update the details.
2. Click Save.

Deleting Membership Type Level Rules

From the Administration menu, select Client Relations, then Membership Management, then Membership Types.
Enter search criteria and click Search.
Select the membership type and click the vertical ellipsis Actions menu and select Edit.
Select Levels.
Select the level then click vertical ellipsis Actions menu and select Level Rules.
Enter search criteria, then click Search.
Select the rule number, then click the vertical ellipsis Actions menu and select Delete.
Click Delete to confirm.