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:
| Item | Meaning |
|---|---|
| Stored value balance | The total they can spend |
| Principal | What they paid in |
| Expiring bonus | Bonus that will expire, with the amount and how many days are left |
| Permanent bonus | Bonus 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.