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Wallet & Membership

The Customer Portal has two pages for each store: Membership and Wallet. Customers switch between them with the links at the top.

Membership​

My Membership shows the customer's tier with your store:

  • the tier name, its discount (for example "10% off") and its benefits
  • Upgrade progress: how much more spend or how many more visits they need for the next tier, or a note that they're at the highest tier
  • Recent changes: when they moved to a tier, or when a tier was removed

Customers without a tier yet see "Complete your first purchase or visit to start earning tiers." If you set a customer's tier by hand, they see "Your tier is set manually by the store."

Wallet​

My Wallet shows the customer's stored value with your store:

ItemMeaning
Stored value balanceThe total they can spend
PrincipalWhat they paid in
Expiring bonusBonus that will expire, with the amount and how many days are left
Permanent bonusBonus that never expires

Recent activity lists top-ups, payments, refunds and other changes to the balance. For a top-up, the customer can tap View receipt.

tip

These pages show the same figures as the customer's profile in Kyglu CRM. If a customer questions their balance or tier, open their profile to see the full history.