For both automated and manual Loyalty Program users, we offer an “End of Year” loyalty coin expiration. Choosing this option will add an expiration date of the last day of the year to all Loyalty Transactions, including Invoices, Rewards, and Adjustments, resetting all coins to zero as of the first day of the year. This includes both positive and negative client balances.
To select this option, navigate to your Loyalty Program Settings page and check the “Coins Expire at End of Year” checkbox then click Save.
You will see a Coin Expires On and Expired Date column on both the Client Profile and the Loyalty Transaction Report. When a coin is assigned an expiration date, the date will be added to the Expires On column. When coins have passed their "expires on" date, the date will move from the Expires On column to the Expired Date column.
If you are practice using the Loyalty Program on a shared database and one of the practices in the database enables the expiration feature, this will enable the expiration for all practices in the source.
If you are not currently using our loyalty program and would like more information, please use this link to schedule a demo. If you are ready to order the Loyalty Program, please use this order form.