{"id":16502,"date":"2025-11-03T07:42:54","date_gmt":"2025-11-03T07:42:54","guid":{"rendered":"https:\/\/blog.altegio.cloud\/?p=16502"},"modified":"2025-11-29T08:12:37","modified_gmt":"2025-11-29T08:12:37","slug":"loyalty-architecture","status":"publish","type":"post","link":"https:\/\/alteg.io\/ru\/blog\/loyalty-architecture\/","title":{"rendered":"Altegio Loyalty Architecture: programs, cards, memberships, and reporting"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Introduction<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This guide describes how to design, launch, and measure loyalty in Altegio using first\u2011class building blocks: discount\/bonus\/referral programs, loyalty and gift cards, memberships (including auto\u2011renewal in Brazil), digital wallet cards, app\u2011only promotions, and analytics\/reporting. Links point to official Altegio documentation for implementation.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">The loyalty stack at a glance<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Primitive<\/th><th>What it does<\/th><th>Where to configure<\/th><th>Key reports\/ops<\/th><\/tr><\/thead><tbody><tr><td>Discount program<\/td><td>Tiered\/cumulative price reductions by spend or visits, chain\u2011wide<\/td><td><a href=\"https:\/\/alteg.io\/en\/loyalty-program\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Loyalty program (overview)<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/categories\/loyalty-programs\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Loyalty programs index<\/mark><\/a><\/td><td>Promotions effectiveness (Analytics) \u00b7 Sales by clients\/services<\/td><\/tr><tr><td>Bonus (cashback) program<\/td><td>Accrues points\/bonuses usable for future payments<\/td><td><a href=\"https:\/\/alteg.io\/en\/loyalty-program\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Loyalty program (overview)<\/mark><\/a><\/td><td><a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905979818397-loyalty-cards-transactions\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Loyalty > Transactions<\/mark><\/a><\/td><\/tr><tr><td>Referral program<\/td><td>Rewards referrer (bonus) and invited client (discount)<\/td><td><a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905865419293-referral-program\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Referral program<\/mark><\/a><\/td><td>Loyalty Transactions \u00b7 Client card history<\/td><\/tr><tr><td>Loyalty cards<\/td><td>Store client balance\/discounts; issue one\u2011by\u2011one or in bulk<\/td><td><a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905929408925-loyalty-cards\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Loyalty cards list<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905960584861-issuing-loyalty-cards-to-clients\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Issuing cards<\/mark><\/a><\/td><td>Loyalty Transactions<\/td><\/tr><tr><td>Gift cards<\/td><td>Sell, track balance\/write\u2011offs chain\u2011wide<\/td><td><a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4906028682781-report-on-gift-cards\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Report on gift cards<\/mark><\/a><\/td><td>Gift card report (export to Excel)<\/td><\/tr><tr><td>Memberships<\/td><td>Prepaid access to services; booking restrictions; imports<\/td><td><a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/11867465100829-online-booking-with-membership\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Online booking with membership<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4906136138397-memberships-import\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Memberships import<\/mark><\/a><\/td><td>Memberships reports (Loyalty section)<\/td><\/tr><tr><td>Auto\u2011renewal memberships (BR)<\/td><td>Card\u2011charged recurring memberships via AltPay<\/td><td><a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/18913774055069-creating-a-new-membership-type-and-enabling-auto-renewal\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Create membership<\/mark> + <mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">auto\u2011renewal (Brazil)<\/mark><\/a><\/td><td>Membership status\/history emails<\/td><\/tr><tr><td>Digital wallet cards<\/td><td>Apple Wallet\/Google Pay cards with live balance<\/td><td><a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/14060859527965-digital-cards-from-loyalcards\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">LoyalCards integration<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/10285490507037-boomerangme-electronic-cards\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Boomerangme cards<\/mark><\/a><\/td><td>Wallet push notifications<\/td><\/tr><tr><td>App\/online booking promos<\/td><td>Auto\u2011apply discounts for online\/app bookings; in\u2011widget promos<\/td><td><a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905807730461-discount-for-online-booking-automatic-application-of-promotion\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Auto discount for online booking<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/14563473505181-promotional-section-within-online-booking-widget\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Promo block in widget<\/mark><\/a><\/td><td>Widget analytics (event tracking)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Discount and bonus programs (chain\u2011ready)<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Configure cumulative discounts and bonus accrual rules by spend, visits, or paid items; apply across branches where the program is valid. See the platform overview for capabilities and multi\u2011branch behavior. <a href=\"https:\/\/alteg.io\/en\/loyalty-program\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Altegio loyalty program<\/mark><\/a>.<\/li>\n\n\n\n<li>Notify clients about personal offers and status automatically or manually; combine with segmentation in the client database. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/categories\/loyalty-programs\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Loyalty programs index<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/en\/client-base\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Client base<\/mark><\/a>.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Implementation tips:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Start with 2\u20133 discount tiers (e.g., Bronze\/Silver\/Gold) tied to spend; add a small bonus accrual on services where margins allow. <a href=\"https:\/\/alteg.io\/en\/loyalty-program\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Altegio loyalty program<\/mark><\/a>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Referral program<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>At chain or location level, set: (1) a fixed\u2011% discount for the invited client (first visit only) and (2) a fixed\u2011% cashback\/bonus for the referrer. Staff enters the inviter\u2019s phone at payment; bonuses accrue automatically. View all accruals in Loyalty > Transactions. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905865419293-referral-program\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Referral program<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905979818397-loyalty-cards-transactions\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Loyalty Transactions<\/mark><\/a>.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Policy guardrails:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The invited client must be a true first\u2011time visitor of the company\/chain as configured. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905865419293-referral-program\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Referral program<\/mark><\/a>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Loyalty cards: issuing, bulk ops, and usage<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Operate cards at chain scope: view number, type, owner (phone), balance, creation date; drill into card or client from clickable links. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905929408925-loyalty-cards\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Loyalty cards list<\/mark><\/a>.<\/li>\n\n\n\n<li>Issue one\u2011by\u2011one from an appointment or the client card, or bulk\u2011issue\/update balances via Excel in the chain interface (phone format and uniqueness rules apply). <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905960584861-issuing-loyalty-cards-to-clients\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Issuing cards<\/mark><\/a>.<\/li>\n\n\n\n<li>Track every debit\/credit (including promotions, referral accruals, manual ops, membership write\u2011offs) in Loyalty > Transactions with detailed filters and links. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905979818397-loyalty-cards-transactions\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Loyalty Transactions<\/mark><\/a>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Gift cards: sales and accountability<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Audit all gift cards chain\u2011wide: number, type, balance, par value, status, owner, sale date\/location, payments and amounts debited; export to Excel. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4906028682781-report-on-gift-cards\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Report on gift cards<\/mark><\/a>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Memberships: access control and recurring billing<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Restrict online booking to clients holding a valid membership for the targeted service(s). Validity checks cover status, balance, date range, and quantity. Works in both old\/new booking widgets and the mobile app. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/11867465100829-online-booking-with-membership\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Online booking with membership<\/mark><\/a>.<\/li>\n\n\n\n<li>Migrate or seed memberships in bulk at chain level via Excel (strict validation, uniqueness for numbers, and required columns). <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4906136138397-memberships-import\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Memberships import<\/mark><\/a>.<\/li>\n\n\n\n<li>Brazil: enable card\u2011charged auto\u2011renewal memberships via AltPay. Clients receive confirmation\/cancellation emails; failed charges automatically cancel renewal; membership remains usable until expiration after cancellation. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/18913774055069-creating-a-new-membership-type-and-enabling-auto-renewal\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Create membership + auto\u2011renewal (Brazil)<\/mark><\/a>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Digital wallet cards (Apple Wallet \/ Google Pay)<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>LoyalCards: issue cards via QR\/SMS\/link\/Telegram; balances and discounts update live; send push\/location notifications from the wallet pass; manage design and back\u2011side info. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/14060859527965-digital-cards-from-loyalcards\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">LoyalCards integration<\/mark><\/a>.<\/li>\n\n\n\n<li>Boomerangme: stamp\u2011based promos (e.g., 10 visits = 1 free) with auto tracking via Altegio; unlimited free PUSH and simple import from your CRM. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/10285490507037-boomerangme-electronic-cards\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Boomerangme electronic cards<\/mark><\/a>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">App\u2011only and online\u2011only promotions<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Auto\u2011apply a promotion when a booking is made online (or specifically from the client mobile app). Choose to apply on first booking only or on every booking; discount is added at checkout automatically. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905807730461-discount-for-online-booking-automatic-application-of-promotion\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Auto discount for online booking<\/mark><\/a>.<\/li>\n\n\n\n<li>Promote offers inside the booking flow using the widget\u2019s Promo block (single promo per screen; title\/description\/image\/link). Track clicks with the clicked_promo_link event. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/14563473505181-promotional-section-within-online-booking-widget\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Promo block in widget<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4903410465437-description-of-events-for-analytics\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Widget events for analytics<\/mark><\/a>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Chain data model: single view of the customer<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Consolidate client identities and loyalty assets across locations with the chain client database and the Customer chain card (cards, gift cards, memberships, accrual\/write\u2011off history, and messaging log). <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905437905565-chain-client-database\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Chain client database<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905463467549-customer-chain-card\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Customer chain card<\/mark><\/a>.<\/li>\n\n\n\n<li>Prevent duplicate comms to multi\u2011location visitors, and measure spend\/occupancy at chain granularity. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905599395101-what-tasks-are-solved-by-chain-analytics-and-the-client-database\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">What chain analytics solves<\/mark><\/a>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Measurement and reporting<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Loyalty transactions ledger: filter by operation type (promotion discount, referral accrual, manual debit\/credit, gift card, membership, expiries, deposit account, etc.). <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905979818397-loyalty-cards-transactions\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Loyalty Transactions<\/mark><\/a>.<\/li>\n\n\n\n<li>Gift cards report (chain): balances, write\u2011offs, sales\/payments with drill\u2011through; export to Excel. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4906028682781-report-on-gift-cards\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Report on gift cards<\/mark><\/a>.<\/li>\n\n\n\n<li>Retention KPIs: configure the loss period; track Returning customers vs. Customer retention rate (Arrived\u2011only logic). <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4904240568989-setting-the-customer-loss-period\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Set loss period<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4904099636125-customer-retention-and-returning-customers\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Retention metrics<\/mark><\/a>.<\/li>\n\n\n\n<li>Widget and promo attribution: connect Google Analytics 4; use event list to build goals (booked, service_selected, clicked_promo_link, etc.). <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4903418881693-setting-the-integration-with-google-analytics\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">GA4 integration<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4903410465437-description-of-events-for-analytics\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Widget events<\/mark><\/a>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Implementation blueprint (chain or single location)<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">1) Define goals: repeat\u2011visit uplift, average ticket, reactivation.<br>2) Choose primitives: discounts for tiers; bonuses on high\u2011margin SKUs; referral (first\u2011visit discount + referrer bonus); membership where predictable access matters.<br>3) Configure programs and cards at chain scope. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/categories\/loyalty-programs\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Loyalty programs index<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905929408925-loyalty-cards\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Loyalty cards<\/mark><\/a>.<br>4) Add online\/app\u2011only incentives and in\u2011widget Promo block. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905807730461-discount-for-online-booking-automatic-application-of-promotion\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Auto discount for online booking<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/14563473505181-promotional-section-within-online-booking-widget\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Promo block<\/mark><\/a>.<br>5) Launch digital wallet cards for frictionless ID and free push. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/14060859527965-digital-cards-from-loyalcards\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">LoyalCards<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/10285490507037-boomerangme-electronic-cards\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Boomerangme<\/mark><\/a>.<br>6) Wire analytics (GA4), define loss period, and publish a weekly loyalty dashboard (transactions, gift\u2011card liability, retention). <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4903418881693-setting-the-integration-with-google-analytics\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">GA4 integration<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4904240568989-setting-the-customer-loss-period\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Set loss period<\/mark><\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Security and governance essentials<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Limit who can view\/export client data and loyalty numbers; use per\u2011role access rights and audit logs. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4846957550877-configuring-user-access-rights\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Configure user access rights<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4846920531613-securing-your-data-in-altegio\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Securing your data<\/mark><\/a>.<\/li>\n\n\n\n<li>Data protection and roles: Altegio acts as processor for client data; your business is the controller. See privacy documents. <a href=\"https:\/\/alteg.io\/en\/info\/privacy\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Privacy Policy<\/mark><\/a>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Quick recipes<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>First\u2011online\u2011booking discount (app\u2011only): set automatic application = first booking; channel = client mobile app. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905807730461-discount-for-online-booking-automatic-application-of-promotion\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Auto discount for online booking<\/mark><\/a>.<\/li>\n\n\n\n<li>\u201cGive 10 get 1 free\u201d without plastic: deploy Boomerangme; import clients; enable Altegio integration to auto\u2011stamp visits. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/10285490507037-boomerangme-electronic-cards\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Boomerangme electronic cards<\/mark><\/a>.<\/li>\n\n\n\n<li>Referral 10% + 5% cashback: discount promo for invitee, cashback promo for referrer; instruct cashiers to enter inviter phone at payment. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905865419293-referral-program\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Referral program<\/mark><\/a>.<\/li>\n\n\n\n<li>Membership\u2011only classes: enable \u201cProhibit online booking without a membership\u201d for target services. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/11867465100829-online-booking-with-membership\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Online booking with membership<\/mark><\/a>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">References (official docs)<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Programs: <a href=\"https:\/\/alteg.io\/en\/loyalty-program\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Altegio loyalty program<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/categories\/loyalty-programs\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Loyalty programs index<\/mark><\/a><\/li>\n\n\n\n<li>Cards: <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905929408925-loyalty-cards\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Loyalty cards list<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905960584861-issuing-loyalty-cards-to-clients\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Issuing cards<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905979818397-loyalty-cards-transactions\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Loyalty Transactions<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4906028682781-report-on-gift-cards\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Gift cards report<\/mark><\/a><\/li>\n\n\n\n<li>Memberships: <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/11867465100829-online-booking-with-membership\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Booking with membership<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4906136138397-memberships-import\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Import memberships<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/18913774055069-creating-a-new-membership-type-and-enabling-auto-renewal\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Auto\u2011renewal (BR)<\/mark><\/a><\/li>\n\n\n\n<li>Digital wallet: <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/14060859527965-digital-cards-from-loyalcards\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">LoyalCards<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/10285490507037-boomerangme-electronic-cards\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Boomerangme<\/mark><\/a><\/li>\n\n\n\n<li>App\/online promos and analytics: <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905807730461-discount-for-online-booking-automatic-application-of-promotion\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Auto discount for online booking<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/14563473505181-promotional-section-within-online-booking-widget\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Promo block<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4903418881693-setting-the-integration-with-google-analytics\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">GA4 integration<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4903410465437-description-of-events-for-analytics\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Widget events<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction This guide describes how to design, launch, and measure loyalty in Altegio using first\u2011class building blocks: discount\/bonus\/referral programs, loyalty and gift cards, memberships (including auto\u2011renewal in Brazil), digital wallet cards, app\u2011only promotions, and analytics\/reporting. Links point to official Altegio documentation for implementation. The loyalty stack at a glance Primitive What it does Where to [&hellip;]<\/p>\n","protected":false},"author":14,"featured_media":16505,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[99],"tags":[],"class_list":["post-16502","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-support"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"Design Altegio loyalty: discounts, bonuses, referrals, loyalty\/gift cards, memberships (auto\u2011renewal in Brazil), digital wallet cards, app\u2011only promos, and reporting with official setup links.\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta 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