Member Classes

A member class is a tier: Silver, Gold, Platinum, or whatever your programme calls them. If you own a tiered loyalty programme, this page creates the tiers, makes each one change a price or a commission rate, and moves members between them — because nothing in BigLedger moves them for you.

Meet GadgetSphere

GadgetSphere Sdn Bhd runs three tiers: Silver on joining, Gold above an annual spend, Platinum by invitation. Gold gets 5% off accessories; Platinum gets 8% and early access to launches.

The reason classes matter

The class is what the rest of BigLedger reads. A price-book rule that gives members a better price keys off Member Class. A commission scheme that pays differently on a tiered member keys off the class.

Labels do not do this at the counter. A price-set rule on Member Label is not evaluated by the till or on a sales document — it is treated as satisfied there, which means it widens the rule rather than narrowing it. So a “Gold members get 10% off” rule built on a label applies to everybody at the till. Only the web store and the OCR receipt processor compare the labels (Member Labels: who reads a label). A commission scheme does offer a Member Label rule, but at the current build it matches any member who carries any label — the labels you pick on the rule are ignored — so it cannot tell Gold from Silver either.

If a distinction between members needs to change a price or a commission, it is a class. If it is for your own segmentation and reporting, it is a label.

A member belongs to exactly one class at a time, and can carry any number of labels.

Step 1: Create the classes

Membership Admin > Member Class > +

Two required fields — Membership Class Code and Membership Class Name — plus a status.

Name the code for what it is and keep the convention: GS-SILVER, GS-GOLD, GS-PLATINUM. The code is what a CSV upload of members will name, and what you will recognise in a price rule six months from now.

The listing shows the code, the name, the status and how many members are in the class — which is the quickest health check on your programme you will get anywhere.

Step 2: Look at what is in a class

Click the class

• Details — the code, name and status, plus the class’s images and aliases.
• Labels — the labels associated with the class.
• Members — who is in it.

Step 3: Make the class do something

Creating a class changes nothing on its own. It earns its keep when something reads it:

• Pricing. Build a price set with a Member Class header rule and a discount treatment. See designing pricing rules.
• Commission. The commission scheme applet can pay differently by class.

Do this next, or you will have three tiers that are indistinguishable at the till.

Step 4: Move members between classes

A member’s class is set on their Details tab in the member record, one at a time — or in bulk through Upload Membership, where the CSV carries the class by code.

There is no automatic promotion in BigLedger: a member does not move from Silver to Gold because they crossed a spend threshold. Nothing scheduled writes a member’s class — the only things that do are the member form, the membership upload, a data fix support can run, and the default class a new member is given when they join at the till (POS_DEFAULT_MEMBERSHIP_CLASS) or sign up on your website. Promotion is something you do, on a rhythm you decide, from a report you run.

What success looks like

Three minutes:

1. Open Member Class. Your tiers are there, and the member counts look plausible against the size of your programme.
2. Raise a draft sales line for a member in your discounted tier. The discount lands, and the description beside it names your price set.
3. Do the same for a member in the base tier. It does not.

Discard both drafts.

Common mistakes

Related documentation