Set Loyalty Default Client Type

Set Loyalty Default Client Type

To define a default client type for your loyalty members. Example: Name it “Loyalty” or any preferred client type name.
Once a user successfully signs up through the Loyalty program, the system will automatically assign this default client type to them.
Why this is important: Setting a default client type allows you to easily differentiate:
  • Members who registered from the Loyalty , and
  • Clients who were created from Xilnex Classic POS or other platforms.
Note: If no default client type is set, the system will automatically assign “NEW” as the client type.
  1. Login to https://portal.xilnex.com/
  2. Go to: https://portal.xilnex.com/SystemConfiguration/ClientTypeSettings
  3. Create a new Client Type or edit the existing client type:

  1. Check the "Mark as loyalty default" checkbox
  1. Save and done!

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