1. From the main menu, click Loyalty Scheme (1). The loyalty scheme setup form is displayed. Consult the table below for more information on this form.
2. Fill in the Scheme Name (2) and Qualifying Period (3).
3. To make the scheme “open”, ensure that the Open? (4) box is ticked.
4. To make the scheme a group scheme, ensure that the Group Scheme (5) box is ticked.
5. By default, the scheme start will begin on the day you create it. Choose a different starting date using one of the following methods:
a) Click on the small calendar icon next to the Scheme Start (6) field. A popup calendar will be displayed. Click on the blue arrows to change the month, and click on the day to select it
b) Type a new date into the Scheme Start (6) fields in the format dd/mm/yy (for example, “22/09/2008”).
c) Click in the Scheme Start (6) field. Use the Page Up or Page Down keys to change the month, and the Up Arrow and Down Arrow keys to change the day.
6. Click the Add (7) button.
7. Add levels to your scheme as described in the next section.
2 3 4 5 6 7
Tip: If you don't see an Add button, you already have a loyalty scheme. You can only have one loyalty scheme at a time, but you can add as many levels to it as you wish. If you have a scheme, you can edit it to make the necessary changes, or you can delete it. If you delete your loyalty scheme, the "add" button will appear, and you will be able to create a new scheme.
| Name |
Purpose |
|
Scheme name
|
If
you choose to make information about your loyalty scheme
available to guests, the scheme name may be included in
information provided to the guest at the time of booking, or when
the booking is confirmed. For example, you might choose to call
the scheme "Frequent Guest Programme".
|
|
Qualifying period
|
The number of
months (counting backwards from the time of booking) during which
the guest's stays count toward their eligibility. For example, if
your "qualifying period" is set to twelve months, a
stay thirteen months ago would not be counted.
|
|
Open?
|
In an "open"
scheme, information about the levels and rewards is made
available to the customer at the time of booking. However, some
hotels prefer to "surprise and delight" guests with
unexpected rewards. In this case, you would chose a "closed"
scheme. Information aboutthe reward will be included in the
booking notification email to the hotel, but not in the email to
the customer.
|
|
Group scheme
|
If your hotel is
part of a group, you may wish to have stays at other hotels in
the group count under your loyalty scheme. (You would probably
want the other hotels in the group to reciprocate.) If this box
is ticked, the guest's eligibility for a reward is determined by
counting how many times they've stayed at any hotel in your
group. Of course, you only provide a reward when the guest stays
at your hotel.
|
|
Scheme start
|
When you introduce
a loyalty scheme, you may wish to begin counting guest stays from
the day you introduced the scheme. If you want the scheme to be
retroactive, simply set the scheme start to an earlier date.
|
|
Number of stays
|
The number of
times the guest must stay with you to be entitled to this reward.
For example, you might offer a predinner drink on the third stay,
and a breakfast voucher on the sixth stay.
|
|
Purpose
|
A short phrase
describing the reward a guest at that level is entitled to. If
your loyalty scheme is “open”, the Purpose will be
included in information provided to the guest at the time of
booking, and in the confirmation email to the guest.
|
|
Message to staff
|
If a guest has met
the requirements for this reward level, this message will be
included in the email to the hotel staff.
|
|
Message to
customer
|
If your loyalty
scheme is “open”, and a guest has met the requirements for
this reward level, this message will be included in the
confirmation email to the guest. If your scheme is “closed”,
you can leave this field blank.
|