Cancel Tier Enrollment

If for any reason, you want to cancel the enrollment of a guest (who is in a tier) from the loyalty program, you can do so from the Guest's profile.

To cancel a guest's enrollment:

  1. Access the guest profile.
  2. In the guest's profile, click the Points tab.
  3. Click Cancel.
    A pop-up indicating that the points accrued by the guest will expire appears. Click Ok.
    Important! You will not see the cancel button if you do not have the required permissions. Read more.
    Cancel_Enrollmemt.png
    Two things take place:
    1. The Cancel button changes to Enroll.
      This indicates that the guest tier enrollment is canceled.
      Canceled_Enrollment.png
    2. In the General tab of the Guest's profile, in the Preferences section, the Opt in to loyalty program checkbox is cleared.
      This means that the guest will not be enrolled into the loyalty program either automatically or manually.
      Opt-in.png

To enroll a guest again:

  1. In the General tab of the Guest's profile, in the Preferences section, select the Opt in to loyalty program checkbox. 
    Important! You will not be able to select the Opt in to loyalty program checkbox if you do not have the required permissions. Read more.
  2.  Based on your Tier Enrollment setting, the guest can now be manually or automatically enrolled into the loyalty program.

 

Things to be Remember 

You must be aware of the following:

To cancel an enrollment:

  • Only users with owner and manager roles can cancel enrollments.
  • To allows users with any other role to cancel enrollments: 
    1. At the organization level, navigate to Admin > Organization >Security Roles > User role.
    2. Click Permissions tab.
    3. Expand Loyalty Manager.
    4. In the LPTiers row, select Cancel Enrollment checkbox.
      The users with the configured role can now cancel enrollments.

To enroll a guest again:

  • Only users with change loyalty opt-in preference can select the Opt in to loyalty program checkbox.
  • To add the Opt in to loyalty program permission to a role:
    1. At the organization level, navigate to Admin > Organization >Security Roles > User role.
    2. Click Permissions tab.
    3. Expand Guest Manager.
    4. In the Guests section, select Opt in to loyalty program checkbox.
      The users with the configured role can now select the Opt in to loyalty program checkbox.
      Permissions.png




 

 

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