This guide explains how to enrol a guest in Guest Loyalty by Spend in RMS so that the guest starts earning credits on what they spend at the property.

Guest Loyalty by Spend rewards guests with credit based on how much they spend at the property in a calendar year. A guest only earns credit once they are enrolled. Staff can enrol a guest from the Guest Profile, and guests can also sign up themselves in the Guest Portal.

Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

Prerequisites

Enrolling a guest in Guest Loyalty by Spend requires the following:

• The Guest Loyalty by Spend module is activated and configured. See Guest Loyalty by Spend.
• An Unassigned Credit Note is selected for Reward Credit Redemption in the module configuration.
• The Loyalty No field is enabled for your user in Field Maintenance. Go to Setup > Users > Field Maintenance, select the user and enable the field.

Enrol a Guest from the Guest Profile

Staff enrol a guest in Guest Loyalty by Spend from the guest's profile, using the Sign Up icon next to the Loyalty No field.

In the side menu of RMS, go to Reservations > Guest Search.

1. Search for the guest and open their Guest Profile.
2. In the Guest Details, select the Sign Up icon next to the Loyalty No field.

   

3. In the Loyalty Sign up window, complete any empty mandatory fields.
4. Select the tick icon at the top right of the window.

   

5. When RMS asks Are you sure you want to sign up the Guest, select Yes.

   

RMS then displays the message Sign up completed. $xx credit has been added to Guest account. Select Ok to finish. The guest is now enrolled in Guest Loyalty by Spend.

The Loyalty Sign up window shows the following mandatory fields, filled in with the guest's existing details where the profile already holds them:

• Given
• Surname
• Address Line 1
• Town
• State
• Post Code
• Mobile
• Birthday
• Email

The sign-up credit and sign-up correspondence that apply to a newly enrolled guest are the ones set in the module configuration. See Guest Loyalty by Spend for the Optional Credit and Correspondence settings.

Tip! Guest Loyalty by Spend credit is calculated from accommodation revenue, so a guest earns credit once their reservations reach Departed status. Use the Guest Loyalty Credits Report to see credit earned and redeemed.

Let Guests Sign Up in the Guest Portal

Guests can sign up for Guest Loyalty by Spend themselves in the Guest Portal, using the sign-up form configured in the module.

The guest details shown on that form are chosen on the Fields for Sign Up tab of the module configuration. See Guest Loyalty by Spend.

Important! Guests cannot sign up for or redeem Guest Loyalty by Spend credit through the RMS Booking Engine. Credits are redeemed on the guest's reservation account.

If the Sign Up Icon Is Not Showing

The Sign Up icon next to the Loyalty No field only appears when the module is activated and the field is visible. Check the following:

• The Guest Loyalty by Spend module is activated in the Module Market. The Sign Up icon does not show until the module is activated.
• The Loyalty No field is enabled for your user in Field Maintenance.

Related Articles

• Guest Loyalty by Spend
• Guest Loyalty Program Comparison
• Guest Loyalty Credits Report
• Set up credit notes