If you want to expire a guest's points accrued in a loyalty program (Regular or Tiered) that have expiry date as Never Expires, you can do so by modifying the loyalty points' expiry date from the guest's profile.
Important! To be able to select an expiry date of Never Expires 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.
Click the required 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.
Select an expiry date of Never Expires loyalty points from a guest's profile
To select an expiry date of Never Expires loyalty points from a guest's profile:
1. In Zenoti, open the guest's profile details page.
2. Click the Points tab.
3. Under the Redemption End column, locate the required Never Expires loyalty points that you want to expire and then click the corresponding Never Expires link.
The Loyalty Points Expiry Change dialog box appears with the current date selected.
4. For the Expiry Date field, click the Calendar icon, and then select a new expiration date for the loyalty points.
Note: You cannot select the Expiry Date as a date earlier than the current date.
5. Type your comments for expiring the guest's loyalty points, and then click Save.
The corresponding Redemption End column details of the loyalty points is modified, indicating that you have successfully selected an expiry date for the guest's Never Expires loyalty points.