Configuring Membership Type Level Rules
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Revenue - Revenue generated by the guest during a given period.
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Stays - Number of stays booked by the guest during a given period.
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Nights - Number of nights the guest was in residence during a given period.
Adding Membership Type Level Rules
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From the Administration menu, select Client Relations, then Membership Management, then Membership Types.
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Enter search criteria and click Search.
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Select the membership type and click the vertical ellipse Actions menu and select Edit.
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Select Levels.
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Select the level then click vertical ellipsis Actions menu and select Level Rules.
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Click New and complete the following:
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Membership Level: The level for which you are creating or editing rules. Defaults to selected level.
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Rule Type: Select Upgrade or Downgrade from the list, to indicate whether this rule applies to level Upgrades or level Downgrades.
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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.
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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.
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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.
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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.
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Click Save.
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Editing Membership Type Level Rules
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From the Administration menu, select Client Relations, then Membership Management, then Membership Types.
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Enter search criteria and click Search.
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Select the membership type and click the vertical ellipsis Actions menu and select Edit.
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Select Levels.
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Select the level then click vertical ellipsis Actions menu and select Level Rules.
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Enter search criteria, then click Search.
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Select the rule number, then click the vertical ellipsis Actions menu and select Edit.
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Update the details.
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Click Save.
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Deleting Membership Type Level Rules
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From the Administration menu, select Client Relations, then Membership Management, then Membership Types.
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Enter search criteria and click Search.
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Select the membership type and click the vertical ellipsis Actions menu and select Edit.
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Select Levels.
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Select the level then click vertical ellipsis Actions menu and select Level Rules.
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Enter search criteria, then click Search.
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Select the rule number, then click the vertical ellipsis Actions menu and select Delete.
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Click Delete to confirm.
Parent topic: Configuring Membership Type Levels