Use Membership Group Setup to create your loyalty tiers — like Regular, Gold, Platinum, or Diamond. Each tier can have different benefits, discounts, and point-earning rates. Members automatically upgrade or downgrade based on rules you set here. Each group defines discount levels, point earning rates, upgrade criteria, referral caps, benefit packages, and paid membership plans.

When to use this: When you need to create or manage member tier groups (e.g., Gold, Silver, Platinum) and their benefits.

Prerequisites

• No prerequisites — groups are top-level configuration

Membership Group List

📝 General Description

The Group list shows all configured membership tiers. Typically a retailer sets up 3–5 tiers with increasing discounts and benefits. The tier with Is Default Group = ON is automatically assigned to all new member registrations.

⚙️ UI Elements

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3.2.1 Data Grid Columns

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3.2.2 Add / Edit Membership Group

Main Card

Toggle Settings

[!IMPORTANT] Only one group should have Is Default Group = ON. Having multiple default groups will cause unpredictable behaviour during member registration and may result in members being assigned to the wrong tier.

Referral Card

Image Card

Criteria Card (JSON-based Upgrade Rules)

These fields define the requirements a member must meet to be automatically upgraded to this tier:

Example: Gold tier with criteria "Total Spending > $500 in 12 months" will auto-upgrade any Regular member once they hit $500 cumulative spend within a 12-month rolling window.

Benefits Card (JSON-based Group Benefits)

Paid Plans Card (JSON-based)

Allows members to purchase this tier directly (instead of earning it through spending):

This requires UsePaidMembership = true in backend settings.

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3.2.3 Custom Fields

The Membership Group form supports custom fields configured through the Custom Field Setup page.

Go to Settings → Custom Field Setup → Set Page to membershipGroup to add extra fields to the Group edit form.

These are stored in the userfld1–userfld10 and CustomField1–CustomField10 columns of the MembershipGroup table.

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3.2.4 Outlet-Level Settings

Each membership group can have per-outlet overrides stored in MembershipGroupOutletSetting. This allows different outlets to apply different discount rates for the same tier without creating separate group records.

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3.2.5 POS Sync Behavior

Membership Group changes sync to POS terminals on the next scheduled data sync.

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How to Edit a membership group

1. In the Membership Group Setup page, find the membership group you want to change.

2. Click the blue group name link. The edit form opens — it looks the same as the "Add New" form, but all fields are already filled in with the current values.

3. Change the fields you need to update.

4. Click Save to apply your changes.

Expected Result: The member group is saved and available for member assignment.

[!TIP] To make changes, just click the name of any membership group in the list — the same form opens with everything already filled in. Change what you need and click Save.

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💡 Example

Scenario: A fashion retail chain sets up a 4-tier loyalty program.

The screenshot above shows a real 6-tier configuration:

Setup Steps:

1. Create REGULAR group → Set Is Default Group = ON (new signups auto-assign here)

2. Create SILVER group → Criteria: Total Spending > $200, Unit: Yearly, Ranking: 5 3. Create GOLD group → Criteria: Total Spending > $500, Unit: Yearly, Ranking: 2 4. Create PLATINUM → Criteria: Total Spending > $2,000, Unit: Yearly, Ranking: 3 5. Create DIAMOND → Criteria: Total Spending > $5,000, Unit: Yearly, Ranking: 5 6. Create STAFF / EMPLOYEE → Manually assigned to staff members (30% employee discount)

Result: When a Regular member's spending exceeds the threshold for the next tier, the system automatically upgrades them and grants any configured welcome points.

[!TIP] Use a STAFF / EMPLOYEE tier for employee discounts — this keeps staff discounts separate from customer loyalty tiers and makes reporting cleaner. Assign this tier manually; do not set auto-upgrade criteria for it.

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Access & Permissions

[!NOTE] Exact permissions depend on the Privileges Setup configured for each role. Contact your administrator if you cannot access this page.

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Business Rules

• Records that are linked to active transactions or other modules cannot be permanently deleted
• Changes made here will take effect on POS terminals after the next sync
• Deleted records can be restored from the list using the Show Deleted filter
• All changes are logged with the user who made them and the timestamp

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How to Delete a Membership Group

1. Navigate to Membership Group Setup from the sidebar menu.

2. Click the name or code link (blue text) of the record you want to delete. 3. In the edit form, scroll down to the bottom.

4. Click the Delete button (red button). 5. A confirmation dialog appears — click Yes to confirm deletion.

Expected Result: The record is soft-deleted — it is hidden from the active list and POS terminals but can be restored later using the "Show Deleted" filter.

[!WARNING] Records linked to active transactions or other modules cannot be deleted. The system will display an error if deletion is not allowed.

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How to Add a New Membership Group

1. Navigate to Membership Group Setup from the sidebar menu.

2. Click the + Add New button (green button).

3. Fill in the required fields in the form.

4. Fill in any optional fields as needed.

5. Click Save to create the new membership group.

✅ Expected Result: The new membership group appears in the list and is available for use across the system.

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FAQ

Q: Why is the member not receiving points? A: Check that the member's group has benefit rules configured in Membership Benefit. Also verify the transaction qualifies (minimum spend, eligible products).

Q: Can I merge duplicate member records? A: This must be done by your system administrator. Contact support with both member IDs for assistance.

Q: How do I transfer a member to a different group? A: Edit the member record and change the Membership Group field. The change takes effect immediately.

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Troubleshooting

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Related Menus

• Product Setup > Promotion Setup — member-only promotions
• Sales Setup > Discount Setup — member discount types
• Sales Setup > Voucher Setup — voucher redemption for members
• Setting > Membership Compulsory — require membership at checkout

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Open Questions / Confirmation Needed

[!NOTE] The following items may vary depending on your system version and configuration:

• Exact permission settings depend on your Privileges Setup configuration
• Sync timing to POS terminals depends on network conditions and sync schedule
• Some features may require additional licensing or module activation
• Field behavior may differ between EQuip versions

If you encounter behavior not described in this manual, contact your system administrator or EQuip support team.