Configuring the Schedule Tab

The Schedule tab enables you to define the active times, location, and other qualifiers on the bonus plan. For example, you can make a bonus plan active on Monday from 6:00 p.m. to 10:00 p.m. during football season. When you create your bonus plan, you define these special times and days on the Schedule tab.

Activating a Bonus Plan

Use the options in Activate this Plan to define the active days of the bonus plan. The following options generate additional options to the right:

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Daily

•

Weekly

•

Monthly

•	On Member’s

Daily

— Indicates the bonus plan is active every day during the active range. You determine the active range for the bonus plan using the ‘Start Date’ and ‘End Date’ on the General tab.

Weekly

— Indicates the bonus plan is active on specific days of the week, or every x number of weeks. When you select ‘Weekly,’ another option appears to the right.

Every x Week(s) on:

— Specifies the weekly interval and the days of the week on which the bonus plan is active. For example, select 1 from the ‘Every Week(s) on’ drop-down list and select Friday, Saturday, and Sunday as the active days. This makes the bonus plan active every week on Friday, Saturday, and Sunday. To make the bonus plan active every other week, select 2 from the drop-down list.

Monthly

— Indicates the bonus plan is active on a monthly basis. You can make the bonus plan active on a specific date of the month, such as the 15th of every month, or on a specific weekday of the month, such as the first Friday of every month. When you select ‘Monthly,’ the following options appear to the right.

Every x day of every x month(s)

— Designates the specific date of the month and the monthly interval in which the bonus plan is active. Select the date from the drop-down list in the first text box, and select the monthly interval in the second drop-down list. For example, select 15 in the first drop-down list and 1 in the second drop-down list to make the bonus plan active on the 15th of every month.

x x of Every x Month(s)

— Designates the specific week and weekday of the month, and the monthly interval on which the bonus plan is active. Select a number between 1 and 5 in the first drop-down list, which corresponds to the week of the month. Select the day of the week on which to make the bonus plan active in the second drop-down list. Select a number between 1 and 12 to determine the frequency in months on which to make the bonus plan active in the third drop-down list. For example, to make the bonus plan active on the second Wednesday of every month, select 2 in the first drop-down list, Wednesday in the second drop-down list, and 1 in the third drop-down list.

On Member’s

— Indicates the bonus plan is active on a special occasion for the member. The drop-down list includes Anniversary, Birthday, and Sign-Up Date. You can further define the bonus plan by limiting the reward to the specific date only, during the week of the occasion, or the month of the occasion. Select an option in the drop-down list and use the additional options to refine when the member is eligible for the reward.

If you select ‘On Member’s,’ you must have the data in Loyalty to reward the member. For example, the member must provide you with the date of their birthday and it must be in their profile data for the member to receive the reward on their birthday.

On selected occasion only

— Indicates the bonus plan is active on the date of the special occasion only.

During week of selected occasion

— Indicates the member is eligible to receive the reward during the week of the occasion. If you select ‘During week of selected occasion,’ you must determine the time frame within the week the member can receive the reward.

•	Calendar Week — Indicates the member can receive the reward during the calendar week of the occasion.

•	7 Days from selected occasion — Indicates the member can receive the reward up to seven days after the occasion. For example, the anniversary is on 7/14, the member can earn the reward from 7/14 - 7/20.

During the month of selected occasion

— Indicates the member can earn the reward during the month of the occasion. If you select ‘During the month of selected occasion,’ you must determine the time frame within the month the member can receive the reward.

•	Calendar Month — Indicates the member can receive the reward during the entire calendar month of the occasion.

•	30 days from selected occasion — Indicates the member can receive the reward for up to 30 days, starting on the date of the occasion.

Bonus Plan Settings

The options in Bonus Plan Settings enable you to define the active locations for the bonus plan.

All Stores

— Indicates the bonus plan is active in all stores licensed for Loyalty.

Stores in this Replication Group

— Indicates the bonus plan is active in the selected replication group. The drop-down list contains all replication groups for your company. If you do not have any replication groups defined, this option is not available. Refer to Replication Group Online Help for more information on creating replication groups.

Qualify By

The Qualify By options enable you to further refine the active times and conditions for the bonus plan. You can limit the bonus plan by:

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Day Parts

•	Revenue Centers

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Hours

•	Order Modes

The Qualify By options contain two different categories of options, one affects the check and the other affects the items on the check.

Day Parts

— Indicates you are qualifying eligibility by the day part. For example, you can make a bonus plan available only at specific times of the day, such as lunch or late night, to increase traffic. Click to select the eligible day parts. If you select ‘Day Parts,’ you cannot select ‘Hours.’

Revenue Centers

— Indicates you are qualifying bonus plan eligibility by revenue center. For example, you can limit the bonus plan to specific revenue centers, such as your bar area or patio. Click to define the revenue centers that qualify for the bonus plan.

Hours

— Indicates you are qualifying items in the bonus plan by the hours in which a guest orders the item. For example, you limit the bonus plan to items ordered during late night hours. Click to define the hours of eligibility.

Order Modes

— Indicates you are qualifying the items on the bonus plan by order mode. For example, you can limit the bonus plan to only items that are in the ‘Dine-in’ order mode and exclude items that are ‘To-Go.’ Click to define the eligible order modes.

Merit by Occasion

Use the ‘Merit by Occasion’ options to specify a window of time in which a loyalty member can earn merit for a bonus plan. For example, to allow a member to earn a 15% discount beginning six weeks after they complete their registration and ending four weeks later, select Sign-Up Date from the ‘Member Occasion’ drop-down list and type ‘42’ (7 days/week x 6 weeks = 42 days) in ‘Merit Start Date’ and ‘71’ (7 days/week x 4 weeks = 28 days + 42 days) in ‘Merit End Date.’ The cardholder is still eligible to earn the reward on day 70 but not on day 71. If the cardholder registers their profile on Saturday, 02/4/2012, the window of earning merit begins on 03/17/2012 and ends on 04/14/2012.

Member Occasion

— Designates the qualifying occasion for the reward. Aloha Loyalty supports the following occasions:

Registration Date

— One-time reward based on the date on which the new member went online and completed their registration.

Sign-Up Date

— One-time reward based on the date the card was first assigned to a guest check in the Aloha system.

Birthday

— Recurring reward based on the guests’ birth month and day, as provided in the guests’ member profile.

Anniversary

— Recurring reward based on the date on which the guest was married, as provided in the guests’ member profile.

Merit Start Date / Merit End Date

— Designates the window of opportunity during which time the guest can earn rewards for this plan. Type a number between 1 and 364 for the start and end number of days. The number of days you enter in ‘Merit Start Date’ is the number of days after the occasion selected in ‘Member Occasion’ occurs. You must type a higher number in ‘Merit End Date.’

Selecting Day Parts

The Select Day Parts screen enables you to limit your bonus plan or bonus event to a specific time of the day. All available day parts appear in the ‘Unassigned Day Parts’ list box. Move the day parts for use in qualifying the bonus plan from ‘Unassigned Day Parts’ to ‘Assigned Day Parts.’

Unassigned Day Parts

— Contains all available day parts configured for your company. The day parts appear in alphabetical order.

Assigned Day Parts

— Designates the active day parts assigned to the bonus plan or bonus event. The day parts appear in the list box in the order you assign them to the bonus plan or bonus event.

To assign a day part:

1.	Select the day part in the ‘Unassigned Day Part’ list box.

2.	Use the arrows to move the selection to the ‘Assigned Day Part’ list box.

3.	Click Next, to return to the prior screen.