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Create Your First Card Tier

🏷️ Org Admin Only

Learn how to set up VIP card categories and levels.

What is it?​

Card tiers are the different levels of VIP membership you offer. Each tier can have different discounts, like 10% off for Sapphire or 20% off for Gold.

Why you'd use it​

Card tiers let you reward your most loyal Customers with better discounts, encouraging repeat visits and higher spending.

How to create a card tier​

  1. Click Settings → Card Tiers in the sidebar
  2. Click the Add Tier button in the top-right
  3. Fill in the tier details:
    • Category Name: The type of card (e.g., "VIP")
    • Level Name: The tier within this category (e.g., "Gold")
    • Description: Optional description of the tier
  4. Click Save

✅ Success! Your new tier is now available for enrollment.

Example tier structure​

Common setup:

  • Category: VIP
    • Levels: Sapphire, Gold, Platinum
  • Category: Service Industry
    • Levels: Bronze, Sapphire

Each level can have different discounts (you'll set those up in the next step).

Understanding categories vs levels​

  • Category: Broad type of membership (e.g., "VIP", "Service Industry", "Student")
  • Level: Tier within a category (e.g., "Sapphire", "Gold", "Platinum")

Think of it like airline programs: "Frequent Flyer" is the category, "Sapphire/Gold/Platinum" are the levels.

Common questions​

Q: Can I change a tier after Customers have it?

A: Yes, but changes apply to all existing cardholders immediately. Be careful!

Q: How many tiers should I create?

A: Start with 2-3 tiers (e.g., Sapphire, Gold, Platinum). You can add more later.

Q: What's the difference between a category and a level?

A: Category groups related tiers together. Level is the specific tier a Customer holds. Most Organizations use one category ("VIP") with multiple levels.

What's next?​