Point expiration by inactivity

You can automatically expire points for customers who have been inactive for a certain period. Inactivity is defined by looking at the last time a customer earned a perk. You get to decide which perks determine inactivity.

How to Turn on Point Expiration

1

Go to your advanced settings

1. Go to your Dashboard.

2. Click on the My Business dropdown (top right corner).

3. Select Settings, then click the Advanced tab (bottom left side).

4. Scroll to the Point Expiration section.

2

Configure your point expiration rule

To activate point expiration, you’ll need to set the following:

• Days of Inactivity Choose how many days after a customer’s last qualifying earning activity their points should expire.

• Qualifying Activities Select the types of activities (e.g., check-ins, class attendance) that reset the expiration clock.

• Start Date Set the date when this expiration rule begins. Example: If you set the start date to February 28th, 2025, and inactivity is 90 days, then customers who haven’t earned points from a qualifying activity in the past 90 days will begin losing points on that date.

3

Set an expiration notification (optional)

You can choose to notify customers before their points expire. Options include:

• Notice Period Set how many days in advance customers should be warned.

• Who Gets Notified

  • All customers with points (default)

  • Only customers with an active Perkville status

  • Only customers with an active membership (if you're using ABC/Datatrak or Mindbody and have Track Memberships enabled)

4

Click Save

Click Save at the bottom of your advanced settings