Bonus Expiration Policy

Bonus expiration is the mechanism by which accrued bonus is automatically removed from a client’s balance if they do not spend it within a defined window. From a business perspective it is not a penalty — it is a scheduled reason for the client to return before the deadline. From an admin perspective, expiration is configured per bonus rule in IZI CRM and takes effect only on new accruals after you save the rule.

Why expiration matters

Without a validity period, bonus accumulates for years and stops driving visits. A client sitting on a large unspent balance with no deadline has little urgency to come back. The same client with that balance expiring in 30 days is meaningfully more likely to visit.

Expiration works best when paired with push notifications — the client receives an in-app reminder that their bonus will soon disappear, turning a potential loss into a visit trigger.

Types of expiration countdown

IZI lets you choose when the countdown starts for each bonus rule:

From accrual date — the simplest option. Bonus is valid for N days from the moment it is credited. Each new accrual carries its own independent expiry date.

From last visit — bonus is valid for N days after the client’s most recent club visit. Clients who visit regularly never lose bonus; the clock only starts ticking when they stop coming. This type suits loyalty programs aimed at regulars.

Fixed calendar date — bonus expires on a specific date regardless of when it was accrued (for example, 31 December). Use this for seasonal promotions where you want the entire pool to clear on a known date.

Recommended validity periods

Match the validity window to your club’s typical visit frequency:

Average visit frequency	Recommended validity
Several times per week	30–60 days
Once every 1–2 weeks	60–90 days
Once a month or less	90–180 days

A window that is too short means clients cannot realistically spend their bonus before it disappears — eroding trust in the programme. A window that is too long removes the urgency that makes expiration useful.

Configuring expiration in IZI CRM

Expiration is set at the level of individual bonus rules, not globally:

1. Go to Bonuses → select a rule → Edit.
2. Open the Expiration policy section.
3. Choose the countdown type: from accrual / from last visit / fixed date.
4. Enter the number of days or select the target date.
5. Save.

Changes apply to new accruals only. Bonus already credited to clients continues to follow the rules that were active when it was accrued.

Choosing a validity period

Short validity (7–14 days): creates urgency to return and spend quickly. Effective for re-engagement bonuses such as birthday or reactivation campaigns. Risk: clients who cannot visit within the window may feel the programme is unfair.

Medium validity (30 days): a balanced default. Enough time for regular clients to return; still creates meaningful urgency.

Long validity (90 days or more) or no expiry: maximises goodwill and suits top-up bonuses where you want clients to feel in control of when they spend. See top-up bonus guide for typical setups.

Client notifications

Clients receive a push notification in the IZI mobile app a configurable number of days before their bonus expires. This reminder is the key mechanism that converts expiration from a negative surprise into a visit trigger. Configure the advance notice window in the notification settings section of your bonus rule.

Expired bonus is recorded in Analytics → Bonuses as “expired” — separate from “spent.” A consistently high expiry rate is a signal that the validity period is too short for your club’s visit cadence, or that clients are churning before they have a chance to return.

See also

• Bonus engine overview — full architecture of the IZI bonus system
• Bonus balance — how bonus is stored and displayed to the client
• Top-up bonus guide — the primary accrual scenario