In this article:

1. Introduction
2. Enable points and membership (Loyalty Program)
3. Upgrade conditions
4. Renewal conditions
5. Create membership plan with AI ✨
6. Design the digital membership card
7. Set up membership tier
8. Manage spending reset policy
9. Manually manage membership
10. About spending calculation
11. Notes

1. Introduction

With the membership system, you can create multiple membership tiers based on customer spending levels. This allows you to identify your most loyal customers. Additionally, you can set up custom earning and redemption formulas, helping you build stronger relationships with loyal customers by offering them exclusive rewards.

2. Enable points and membership (Loyalty Program)

2.1 Before crafting your membership program, we suggest you can set up point system first. Refer this guide.

Next, let's understand upgrade and renewal conditions before really go into the setup part.

3. Upgrade conditions

3.1 In order to upgrade to a higher membership tier, customers must fulfill the upgrade conditions of the tier.

3.2 How upgrade works:

Once customer’s total spending within any spending validity period in the existing tier achieve or exceed the upgrade spending amount, customer will auto upgrade to the tier. Alternatively, you can also let customers auto upgrade when they make a minimum spend in a single receipt.

3.3 Let’s take the following example of customer upgrading from Silver to Gold tier:

About Silver tier:

• Spending validity period: 6 months

About Gold tier:

• Upgrade spending amount: RM700
• Single order upgrade amount: RM500

At any point of time after joined Silver tier, a customer can upgrade to Gold tier if any of the conditions below are met:

1. Customer's accumulated spending achieve or exceed RM700 within any 6 months, or
2. Customer makes a minimum RM500 spent in a single receipt.

4. Renewal conditions

4.1 Each tier has it’s own membership period. If customers didn’t further upgrade during the membership period, they can renew and stay in the existing tier if they fulfill it's renewal conditions.

4.2 How renewal works:

At the end of the membership period, system will check if customers fulfill the renewal conditions to stay in the tier. If customer’s total spending within any spending validity period achieve or exceed the renewal spending amount, customer’s membership will auto renew and customer will stay in the tier. Else, customer will auto downgrade to one tier lower.

4.3 Let’s take the following customer renewing in Platinum tier as an example:

About Platinum tier:

• Customer joined: 1 Apr 2025
• Membership period: 12 months
• Spending validity period: 12 months
• Renewal spending amount: RM800

At the end of the membership period on 1 Apr 2026, system will check if customer fulfill the renewal conditions to stay in Platinum tier.

• If customer’s total spending within any 12 months achieve or exceed RM800, customer’s Platinum membership will auto renew and customer will stay in Platinum tier.
• Else, customer will auto downgrade to one tier lower.

5. Create membership plan with AI ✨

Now that you understand how upgrades and renewals work between tiers, you can start building your membership plan.

• If you prefer to create the plan on your own, skip to step 6
• If you're not sure where to begin, continue reading to let AI suggest membership plans for you

5.1 Navigate to EasyStore admin panel > Customers > Points and Membership, click Plan with AI.

5.2 AI will suggest:

3 membership plans designed for different customer spending ranges:

• Easy to join
• Balance (Recommended)
• For bigger spenders

For each plan:

• 2 additional Lifetime (never expired) membership above the Basic Member tier. You can click Try other names to generate a new set of tier names

For each tier:

• Required spending amount to upgrade to each tier
• Points earning rate: RM1 = 2 points for the 2nd tier, RM1 = 3 points for the 3rd tier
• Points redemption rate follows the Basic Member tier

📌 By applying AI suggested plan, points system will be auto enabled.

Choose your preferred plan, then click Apply plan.

5.3 The suggested tiers will be applied to your membership plan. You can further customize the tier settings by following steps 6–7 below.

6. Design the digital membership card

6.1 Go to EasyStore admin panel > Customers > Points and Membership > click Add membership tier to create your first tier.

6.2 Start your tier branding by giving it a name.

6.3 For membership card design, you can either:

6.3.1 Just uploading your logo and customize the font and background colors.

6.3.2 Or, click Switch to customize image to upload the entire card design of your brand.

This is how customers will see your card design at their account page.

7. Set up membership tier

Move on to set the upgrade options and membership duration for customers.

7.1 Choose a membership period to determine when the membership will be due for renewal:

• Lifetime - once customers upgrade to this tier, they stay in this tier permanently regardless of future spending amount, unless upgrade to higher tier
• Custom period 3, 6 or 12 months - customers' membership in this tier will be due for renewal after the selected months

7.2 Set the upgrade and renewal conditions you want to offer to customers (refer to step 3 and 4 above).

• Upgrade conditions (cumulative order total spends / single order spends to upgrade to the tier)
• Renewal conditions (min spends to stay in the tier)
• Spending validity period (choose from 3, 6 or 12 months)

7.3 Give exclusive points earning and redemption rates for customers that successfully upgraded to this higher tier.

7.4 You can also set exclusive discounts to give privileges to higher tier members.

Customers can find your membership tiers and benefits by clicking the tier name in their account > View all tiers.

8. Manage spending reset policy

You can decide when to reset customer’s accumulated spending — restart the spending from 0.

8.1 Click on Manage setting.

8.2 Select your preferred spending reset policy > Save.

• Always — always reset when customer upgrade / renew / downgrade tier
• Never — never reset when customer upgrade / renew / downgrade tier
• Reset on Downgrade or Renew — only reset when customer renew / downgrade tier, will not reset when upgrade

9. Manually manage membership

You can manually assign membership for customers.

9.1 Go to Customers listing, click into the customer you want to assign membership > click the membership tier.

9.2 Select tier from the drop-down list > Save.

9.3 Or you can bulk assign membership at Customers listing > select the customers > More Actions > Manage membership.

9.4 Select tier from the drop-down list > Save.

10. About spending calculation

10.1 When will system calculate customer’s spending and check for upgrade?

Every time customer make a spending.

10.2 When will system calculate customer’s spending and check for renew / downgrade?

At the end of the current membership period.

10.3 Which period is used to calculate customer’s spending?

System will calculate customer's spending in the past X months, where X is the spending validity period of the current tier. However if there's any spending reset happened within this period, system will calculate from the spending reset date instead. Refer step 7 above about spending reset policy.

10.4 Spending validity period for each type of tier:

11. Notes

11.1 Tiers can not have the same membership name and same upgrade threshold.

11.2 Only Paid orders will be included in calculation for total spending.

⚠️ If changes were made to theme files customers/account.liquid or customers/order.liquid files before, please reset the files in Channels > Online Store > Edit source > templates.

Updated on: 26/08/2026