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.
- Login to https://portal.xilnex.com/
- Go to: https://portal.xilnex.com/SystemConfiguration/ClientTypeSettings
- Create a new Client Type or edit the existing client type:
- Check the "Mark as loyalty default" checkbox
- Save and done!
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