If you want to expire a guest's loyalty points accrued in a loyalty program (Regular or Tiered), you can do so by bringing forward the loyalty points' expiry date from the guest's profile.
Important: To be able to bring forward the expiry date of loyalty points, you will need the Extend Expiry permission enabled for your role.
In this article, you will learn how to:
Enable the Extend Expiry permission for a role
By default, the Extend Expiry permission is disabled for all roles (including owners and managers).
To enable the Extend Expiry permission for a role, follow these steps:
At the organization level, click the Admin icon and navigate to Organization > Security Roles.
Select the desired user role.
Note: If you do not see Security Roles while signed in as an owner, contact Zenoti Support.
Click the Permissions tab.
Expand Guest Manager.
Under the Guests section, select the Extend Expiry check box.
The users with the configured role can now bring forward the expiry date of loyalty points from a guest's profile.
Bring forward the expiry date of loyalty points from a guest's profile
To advance the expiry date of a guest's loyalty points, follow these steps:
1. In Zenoti, open the guest's profile details page.
2. Click the Points tab.
3. Locate the loyalty points that you want to expire, and then click the corresponding Redemption End date.
The Loyalty Points Expiry Change dialog box appears.
Note: If you do not see the Redemption End date as a hyperlink, it could mean that you do not have the required permissions for your role and you cannot advance the expiry date of loyalty points. Contact your Manager or Owner to grant you the appropriate permissions.
4. For the Expiry Date field, click the Calendar icon, and then select a new expiration date for the loyalty points.
Note: You cannot advance the Redemption End Date to a date earlier than the current date.
5. Type your comments for expiring the guest's loyalty points, and then click Save.
The Redemption End date of the loyalty points is modified, indicating that you have successfully brought forward the expiry date.