Configuring Membership Type Rules (Point Calculation Rules)

Point calculation rules determine whether base or bonus points are earned on revenue, stay, nights or enrollment. Membership point calculation rules determine how members' stays, revenue, and nights translate to tier points used when the upgrade/downgrade batch is run for this membership type and award points used to redeem during future stays or through integrated partner solutions. 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. All rules are validated against the guests' stays, revenue, and nights, except rules that have expired as determined by the Expiration Date, and the resulting points are added together.

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 Code: Enter the rule code.

   3. 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).

      4. Enrollment: Calculate points based on new membership enrollment.

   4. 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).

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

   6. Program Type: Select a program type from the list to determine the membership program component this calculation rule supports. Options include (Doesn't apply to Enrollment Rules)

      1. Tier: This rule determines tier points only.

      2. Points: This rule determines award points only.

      3. All: This rule  determines both tier points and award points.

   7. Rule Applies To: Select an option from the list to indicate whether the guest's arrival and/or departure must fall between the Begin Date and End Date. Options include: (Doesn't apply to Enrollment Rules).

      1. Arrival: The guest's arrival date must be between the Begin Date and End Date.

      2. Departure: The guest's departure date must be between the Begin Date and End Date.

      3. Any: Either the guest's arrival date or departure date must be between the Begin Date and End Date.

      4. Restricted: Both the guest's arrival date and departure date (that is, the whole stay) must be between the Begin Date and End Date

   8. Transaction Type: Select the transaction type; either resident or non-resident (Doesn't apply to Enrollment Rules)

   9. Expiration Date: Enter or select a date to define the expiration date for this rule. Leave this field blank if there is no expiration date for the rule. To ensure that points are credited properly, be sure to consider any Delay in Days set for this membership type. (Doesn't apply to Enrollment Rules)

   10. Export Label: Enter an export label for the membership point calculation rule. Use the export label to export a membership bonus code or other special code information to 3rd parties. To export the label, it must be configured as an additional column. (Doesn't apply to Enrollment Rules)

   11. Number of Times Eligible: Enter a number to indicate how many times this rule may be applied to an individual membership. Leave this field blank if there is no limit on the number of times. (Doesn't apply to Enrollment Rules)

   12. Description: Enter a description of the rule.

   13. Type:  Select to specify that the value in Points is Flat or a Percentage of the revenue (Only applies to Revenue Rules)

   14. 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.

   15. Rounding: Select a value from the list to determine how Total Points per Rule Type will be rounded when the Points Calculation job is run. Select a value from the list. (Only applies to Revenue Rules).

       1. Ceiling: Round up to next integer. For example 12.67 or 12.19 to 13.

       2. Floor: Round down to next integer. For example 12.67 or 12.19 to 12.

       3. Round: Round to the nearest integer. For example 12.50 to 13 and 12.49 to 12.

   16. Per Revenue Units: The amount of Revenue required for the value of Points to be issued. E.g. 1 point issued per 10 dollars spent. (Only applies to Revenue Rules) 

   17. Cost per Point: Enter the actual or estimated cost 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.

   18. Exclude From Point Projection: Select check box to exclude the rule from evaluation for membership points. When selected, the rule will not be applied when evaluating for the MEMBERSHIP FOLIO MESSAGE field.

   19. Rule Conditions

       1. General

          1. Reservation Channel: Select a distribution channel for the reservation. The point calculation rule will only apply to reservations made through the selected distribution channel.

          2. Property: Select the property to which this rule applies

          3. Property Group: Select the property group to which this rule applies For more information, see Configuring Membership Property Groups.

          4. Enrollment Code: Select the enrollment code to which this rule applies. This enrollment code is added to any enrollment codes belonging to the enrollment group selected in the Enrollment Group field. For more information, see Configuring Membership Enrollment Codes

          5. Enrollment Group: Select the enrollment group that includes the enrollment codes to which this rule applies. For more information, see Configuring Membership Enrollment Groups

          6. Promotion Code: Select the promotion code you want associated with this rule. For more information, see Configuring Promotion Codes

          7. Membership Level: Select a membership level if this rule is specific to a level. This option can be used when "Tier Renewal" is selected for the calculation rule. In this case, you will specify the membership level that must be renewed for the rule to apply (see example above under the "Tier Renewal" description).

       2. Rate

          1. Rate Code: Select a rate code from the list to limit rule to a specific rate code.

          2. Rate Group: Select a rate group from the list to limit rule to specific rate codes. For more information, see 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.

          3. Average Rate Amount: Enter the average cost of the room per night.

          4. Revenue Group: Select a revenue group from the list to limit rule to specific groups (Only applies to Revenue Rules). For more information, see Configuring Membership Revenue Groups

             1. Revenue Group Include: Select to include the selected revenue group.

             2. Revenue Group Exclude: Select to exclude the selected revenue group.

          5. Minimum Revenue: Enter a minimum revenue amount. The calculation rule will qualify for points if the total revenue for the revenue group is greater than or equal to this minimum revenue amount. The minimum revenue amount cannot be edited once the membership point calculation rule is saved. (Only applies to Revenue Rules).

          6. Qualifying Rates: Select this check box to apply rule for rate codes with the Membership check box selected in rate code financial details. For more information, see Configuring Membership Qualifying Rates.

       3. Room

          1. Room Type: Select a Room Type from the list to limit rule to specific Room Types.

          2. Room Group: Select a Room Group from the list to limit rule to specific Room Groups. For more information, see Configuring Membership Room Groups.

          3. Room Class: Select a Room Class from the list to limit rule to specific Room Class.

          4. Room Type to Charge: Select check box to calculate the membership points based on the "room to charge" for the stay and not the actual room type in which the member stayed.

       4. Segmentation

          1. Market Code: Select a market code from the list to limit rule to specific Market Codes.

          2. Market Group: Select a market group from the list. For more information, 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.

       5. Date

          1. Booking Start Date: Select the calendar button and choose a booking start date for the rule. The point calculation rule will only apply to reservations made on or after this date.

          2. Booking End Date: Select the calendar button and choose a booking end date for the rule. The point calculation rule will only apply to reservations made before this date.

          3. Minimum Nights: If a minimum length of stay applies to this rule, enter the minimum number of nights here. Leave this field blank if there is no minimum number of nights.

          4. Maximum Nights: If a maximum length of stay applies to this rule, enter the maximum number of nights here. Leave this field blank if there is no maximum number of nights. When configuring a Revenue type rule, Max. Nights can be used to place restrictions on the amount of time the guest has to reach the Base Units revenue generation requirement.

          5. Days Since Enrolled: Enter a value for the number of days from the enrollment date that will be considered for calculating points for a member's stay.

          6. Days of the Week: Select the check boxes that indicate the days of the week to which this rule applies. In other words, if Wednesday is selected, and the guest's stay does not fall on a Wednesday, the stay does not count toward membership points. By default, all check boxes are selected.

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 Actions menu 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 in the search result, then click the vertical ellipsis Actions menu and select Delete.

4. Click Delete to confirm.