The Closed invoices only option is available when you are configuring a Tiered loyalty program under Award Loyalty Points on option.
If you select this option, the following configuration settings appear:
Loyalty points accrual and redemption using: This option allows you specify if the accrual and redemption of points must be done on the pre-tax or the post-tax amount. To see how your selection affects the guests and the organization, see Loyalty Points Accrual and Reversal.
Award points on discounted items to tier members: By default, points are not awarded on discounted items (services, products, day/series/custom packages, and memberships). To award points for discounted items, select this option.
Example: If a guest avails a Root Touch Up service of $100 at 20% discount and pays $80 by cash. If the Tier Accrual setting is for 20 points to be awarded for every $100 spent, then:
- If the option is not selected: No points are awarded
- If the option is selected: 16 points are awarded for the $80 spentUse individual tier ratio for points when jumping tiers: If due to amount spent on a single invoice, a guest is upgraded to a tier above the next immediate upper tier, you can award points based on the ratio of points eligible at each individual tier and not just the final upgraded tier.
Note: If the guest is upgraded to the next immediate upper tier, this option is not applicable.
Example: If an organization has 3 tiers, Silver, Gold, and Platinum, and a guest is currently in Silver tier and spends a large amount on a single invoice, and matches the spend criteria of the Platinum tier, the guest is upgraded to the Platinum tier.
However, you can use this option to decide the following:
- Award points as per the ratio of points eligible at each individual tier the guest
will pass through (Silver, Gold, and Platinum in this case).
- Award points as per the accrual settings of the Platinum tier (default behavior)
Examples
Consider the following tier setup of an organization:
Example 1: First Time Enrollment
If a new guest on the first visit, spends $4000, based on the Use individual tier ratio for points when jumping tiers setting the points that are awarded change:
If the option is selected, points are awarded as follows:
$0 - $1000 = 0 points
Silver Tier: 1000 x 0.2 = 200
Gold Tier: 1000 x 0.3 = 300
Platinum Tier: 1000 x 0.4 = 400
The guest is awarded 900 points and placed in the Platinum Tier.
If the option is not selected, the normal default behavior is applied as follows:
Amount spent x ratio of the upgraded tier.
In this case, 4000 x 0.4 = 1600.
The guest is placed in the Platinum Tier and 1600 points are made available for redemption from the Platinum Tier.
Example 2: Tier Jump
If a guest, who is currently enrolled in Silver tier has spent $800 so far, spends $2000 today and the invoice is closed, based on the Use individual tier ratio for points when jumping tiers setting, the points that are awarded change:
If the option is selected, points are awarded as follows:
Silver Tier: 200 x 0.2 = 40 points
Gold Tier: 1000 x 0.3 = 300 points
Platinum Tier: 800 x 0.4 = 320
If the option is not selected, the normal default behavior is applied as follows:
Amount spent x ratio of the upgraded tier. In this case, 2000 x 0.4 = 800
The guest is upgraded to Platinum Tier and 800 points are made available for redemption from the Platinum Tier.