Creating Membership Tiers¶
Build as many tiers as you like — Member → Silver → Gold → Platinum, or your own names — and let FoxConnect promote and demote members automatically.
Navigation Path:
Loyalty (Beta) → Tiers
1. Create a Tier¶
Click Add Tier and fill in the tier definition:
- Tier Name: e.g. Gold.
- Min Spend (฿) and Min Visits: What it takes to qualify in the current period — spend, visits, or both.
- Points Multiplier: e.g.
2.0= double points on everything the member earns. - Icon and Color: Choose from Star, Premium, Trophy or Diamond, plus a tier colour — shown on the member's card in LINE.
- Benefits Description: A free-text list of perks displayed to the customer, e.g. "2x points, Priority booking, Birthday bonus".
- Default tier: Mark one tier as the starting tier assigned to new members.
Use the Move up / Move down arrows to order your tiers, and check the Tier Progression Flow panel at the bottom for a quick view of the upgrade path.
2. Set the Qualification Period¶
Tier qualification is measured over a program-wide window, set in Settings → Tier Reset Period:
- Monthly (1st of each month)
- Quarterly (Jan, Apr, Jul, Oct)
- Yearly (January 1st)
- Never — lifetime accumulation
Membership is re-evaluated automatically after every transaction and at every period reset — no manual upkeep.
3. Tier Auto Discount¶
Each tier can carry an automatic discount, applied at checkout without any code:
- Enable automatic tier discount for the tier.
- Discount Type: Percentage or Fixed amount, with the Discount Value.
- Discount Label: An optional label shown to staff and customers.
- Stackable: Decide whether the tier discount can combine with reward coupons.
4. What Members See¶
- A tier card in LINE showing their current tier, colour and benefits.
- Progress to the next tier — "฿2,400 more to reach Gold", with a progress bar.
- Automatic upgrade and downgrade notifications in LINE.
5. Manual Tier Override¶
Need to make a VIP feel special regardless of spend? On any customer, click Edit Tier — either from the row in Loyalty (Beta) → Members, or from the Loyalty tab on their contact record.
In the Edit Loyalty Tier dialog:
- Set manual tier: Choose the tier and a Valid until date (up to 366 days). When it lapses, the member returns to their earned tier automatically.
- Override reason: Required for the audit trail (at least 10 characters).
- Send LINE membership update to customer: Optionally notify them of their new status.
- Clear override: Return the member to their auto-qualified tier at any time.
Every tier change — automatic, manual, or expired override — is written to the audit trail with who did it and why.
Summary Checklist
- Tier names, icons and colours defined.
- Min spend / min visits thresholds set.
- Points multipliers configured.
- Tier auto discounts and stacking rules configured.
- Benefits descriptions written.
- Default tier marked.
- Tier Reset Period chosen in Settings.