By default, points in a Qtap program never expire. You can switch expiry on so points come off a member’s balance after a set period, which gives customers a reason to come back and spend them before they lose them. You set this up inside the points program itself, on the Points Expiry card. For the full setup walkthrough, see Creating a Points Program.
Turn on expiry
Open your program under Points, then find the Points Expiry card. Turn on Enable Points Expiry and two fields appear:
- Expiry Period (days). The number of days in the countdown. The form starts at 365 and accepts up to 365.
- Expiry Type. When the countdown starts. The three choices are described below.
A line under the fields restates the rule in plain words as you change it, so you can read back exactly what members will get.
The three expiry types
From date earned. Each batch of points expires on its own clock. Points a member earns today expire the set number of days from today; points they earn next week run a separate countdown from next week. This fits a rolling “use them within a year” policy.
From last activity. A member’s whole balance stays alive as long as they keep coming back. Every time they earn points, the clock resets. If a member goes quiet for longer than the period you set, their entire balance expires at once.
End of calendar year. Everything earned during the year expires together at the start of the next year. Qtap runs this sweep in the first days of January. The days field does not drive this type; the calendar does.
What happens when points expire
Qtap checks for expired points once a day. When it finds some, it does three things for each affected member:
- Removes the expired points from the balance. It only takes the balance down to what the member holds now, so a balance never goes below zero and points a member already spent are not counted twice.
- Writes an expired entry to the points history, so the deduction sits on the record next to earns and redemptions.
- Sends the member a Points Expired notification with the number of points that came off.
The From date earned clock is set the moment a member earns points. Turning expiry on today schedules expiry for points earned from now on, not for points already in the bank. From last activity and End of calendar year both look at a member’s current balance, so they cover older points too.
Members get a notification when their points expire. Choose a period that matches how often your customers visit. A 30-day window suits a daily coffee run; the same window on a service people use twice a year will wipe balances before anyone earns a reward.
Creating a Points Program
Set up the program, points rate, rewards, and expiry from scratch.
Points Operations
How staff award and redeem points for customers.
