Configuring Membership Type Levels

Membership levels, or tiers, are groupings that are used to classify individual memberships according to the amount and quality of business they generate. Tiers or levels can either determine the types of awards the guest is eligible for or the rate at which they earn points. Memberships can be upgraded from a lower tier to a higher tier, or downgraded from a higher tier to a lower tier, based on measures that include the following:

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.

Adding Membership Type Levels

From the Administration menu, select Client Relations, Membership Management, and then Membership Types.
Enter search criteria, then click Search.
Select the membership type and click the vertical ellipsis Actions menu and select Edit.
Click the Levels link
Click New and complete the following:
1. Code: Enter a code for the membership level.
2. Description: Enter a description of the level.
3. Label: Enter a descriptive name for the level; this description appears on reports, folios, and elsewhere to describe the level.
4. Rank: This number determines the position of the level when it appears in the Membership Levels screen grid. In addition, during upgrade/downgrade batch processing, these rank numbers are used to represent the relative position of the membership levels. For this reason, assign ranks in numerical order corresponding to the hierarchical position of the level. The highest rank should be assigned 1, the next lower rank should be 2, the next lower rank should be 3 and so on.
5. Max. Downgrade Level: Select the lowest level from the list, for which this level can be downgraded to
6. VIP: Select a VIP level from the list to auto-update the VIP Code in guest profiles with the primary membership type . (Available when the VIP OPERA Control is active).
7. Display Color: Select a color from the list to represent the membership level. When viewing the membership information, the membership level will display on screens in the selected color.
8. Fulfillment: If this check box is selected, memberships upgraded or downgraded to or from this level will be included in the Membership Export when the UPGRADE or DOWNGRADE Pack Code is selected. This check box should also be checked, along with the Fulfillment check box on the Memberships Types - Edit screen if you want users to be able to select the Re-Issue New Card check box on the Memberships screen.
9. Double Dipping: This check box, for Central Managed Primary memberships, appears if the Preferred Card OPERA Control is activated. When this check box is selected, the Primary Membership allows double-dipping per level. This means the user can select a membership as Preferred on the Membership screen. The transaction, per stay record, will be generated for both Primary and Preferred memberships. If this check box is not selected for this level, only one membership can be designated as Preferred: Loyalty or Frequent Flier Program.
10. Changed Restricted: Select check box to prevent users from making changes to this membership level.
11. Expiry Period: Specify the time limit (from 1 to 5 years) for membership card expiration for this level.
12. Auto-Renewal After: Available when the Tier Management Reset option is selected in Membership Types Points Calculation and Tier Management. Select the number of graces the member will be allowed before the membership level auto-renews based on the member's current points. When auto-renewal occurs, the member will be downgraded, upgraded or stay at the current level based on his or her membership points. This setting will determine the number of times a member will be given a grace period when the member fails to meet the renewal requirements, but meets the requirements to not be downgraded. You can select a value from 1 to 5.
13. Renew Card on Stay: When this option is selected, if the membership has expired by the time the membership record is uploaded, the member’s card will be renewed and updated with a new expiration date.
Click Save.

Editing Membership Type Levels

From the Administration menu, select Client Relations, Membership Management, and then Membership Types.
Enter search criteria, then 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 Edit.
1. Update the details.
2. Inactive: Select the check box to make this level inactive.
Click Save.

Deleting Membership Type Levels

From the Administration menu, select Client Relations, Membership Management, and then Membership Types.
Enter search criteria, then 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 Delete.
Click Delete to confirm