How to Set Up Loyalty Tiers in IZI

How to Set Up Loyalty Tiers in IZI

Loyalty tiers turn one-time visitors into regulars: clients see their progress, aim for the next tier, and visit more often. You control exactly what each tier unlocks.

Before Setup — Define Your Structure

Answer three questions:

1. How many tiers? Recommended: 3–4 — base (all new clients) + 2–3 achievable ones.

2. Advancement condition — what clients need to do to move up:

   • Total top-ups over a period (most common)
   • Number of visits
   • Combination of both

3. Privileges per tier — what clients receive:

   • Higher bonus percentage on top-ups
   • Discount on specific tariff categories
   • Access to restricted tariffs (e.g., VIP zone only for Gold+)

Parametric threshold approach: tier 2 threshold = average top-up × 5–8 (per month). Tier 3 = average top-up × 15–20. This drives advancement without making it feel impossible.

Step 1 — Open Loyalty Settings

Sidebar → Clients → Loyalty Program.

If this section is unavailable, check role permissions or contact support to activate the module.

Step 2 — Create Tiers

Click Add tier. For each tier:

• Name — what clients see (“Silver”, “Gold”, “VIP” or your custom names)
• Icon / color — visual differentiation
• Entry threshold — minimum cumulative top-up amount to reach this tier

Create all tiers in order from base to maximum.

Step 3 — Set Privileges for Each Tier

For each tier, open Privileges:

Top-up bonus percentage: Set the bonus percentage for this tier. It overrides the base percentage from the bonus program. Higher tier = higher percentage.

Illustrative example by tier:

• Base: 5%
• Silver: 8%
• Gold: 12%
• VIP: 18%

Tariff access: Restrict specific tariffs to certain tiers only. For example, the night VIP tariff — Gold and above only.

Discounts: Fixed discount on a tariff category or bar purchases for this tier.

Step 4 — Set Tier Maintenance Policy

Choose:

• Permanent tier — clients reach it and keep it forever (recommended to start)
• Activity-based — clients must maintain activity over a period or get downgraded

Permanent tiers are recommended for most clubs — downgrading causes frustration and hurts retention.

Step 5 — Check the Client View

In the IZI mobile app, clients see:

• Current tier with icon
• Progress to next tier (how much more to top up)
• Available privileges

Verify this via a test account.

What to Do With Existing Clients

When launching a loyalty program, you already have a client base. Options:

• Assign tiers manually — for VIP clients you know personally
• Recalculate from top-up history — IZI can assign tiers based on historical data
• Start fresh — everyone starts at base, tiers earned from new activity only

Recommended: identify your top 10–20% most active clients and assign them a high tier at launch — they’ll immediately feel the value of the program.

Related Guides

• How to Handle VIP Clients
• Top-Up Bonus Playbook
• How to Import Clients from Another System

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FAQ

What are loyalty tiers in IZI? A tiered system where clients accumulate top-up amounts and move to higher levels with better privileges.

How many tiers can I create? Unlimited. 3–4 tiers is optimal for most clubs.

What does each tier give clients? You define it: higher bonus on top-ups, tariff discounts, VIP zone access, special offers.

How does a client see their tier? In the IZI mobile app — current tier, progress to next, and available privileges.

Can clients be downgraded? Technically yes, with activity requirements. But permanent tiers are recommended — downgrading hurts loyalty.