How to set up cashless bonuses in PGM?

Introduction

Cashless bonuses are a basic type of member benefit that you can introduce as a part of the retention/marketing program. Using this feature, you can give members extra cash to spend on goods or services in the club. Members can gain extra cash by topping up their accounts, for instance: top up $100 and get an extra 10$. 

• This article will show you how to set up cashless bonuses in the PGM and how to check the club member's balance. 
• This article will be helpful to PG Champion, Club Manager, Administrator and Club Owner.

Before you start

You have to have a prepaid account set up first for cashless bonuses to work correctly.

Fast lane

This is only a quick overview. Detailed steps are described below.

• Go to PGM / Settings / Cashless bonuses.

• Click Add bonus, fill in the Stage amount and Bonus amount, and Save.

• To check balances: PGM / Clients / Club Members / Profile / Transactions / Cashless.

Instruction

How to set up cashless bonuses?

1. Go to the PGM -> Settings -> Cashless bonuses.

2. Click Add bonus.

3. A new pop-up window will appear. Fill in the data:

• Stage amount – the minimum prepaid amount to receive the bonus.

  • This numeric field defines the financial threshold or "stage" the member must reach to qualify for the bonus.

  • The value must be a whole number greater than or equal to 1.

  • Example: Entering "100" means the member triggers the bonus after spending 100 currency units.

• Bonus amount – the amount of ‘extra’ cash for reaching the stage amount.

  • This numeric field defines the actual value of the bonus awarded to the member once the stage is reached.

  • The value must be non-negative (0 or higher).

  • Example: Entering "10" awards the member a 10 currency unit bonus.

• Source (not required) – defines the source application, e.g. Membership Portal if the rule is to apply for pre-payments made in Client Portal.

  • This dropdown menu selects the system source associated with the bonus logic (e.g., application, MembershipPortal = Client Portal).

  • This field is optional and can be cleared if not applicable to a specific source.

• Club - allows you to restrict the bonus configuration to a specific club location.

  1. If left blank (cleared), the bonus may apply globally or according to system defaults.

  2. Example: Selecting "Downtown Gym" ensures only activity at that specific location counts toward this bonus.

4. Click the Save button to confirm the configuration.

Editing an Existing Bonus

1. Locate the bonus you wish to modify in the grid list.

2. Click the Edit button (pencil icon) in the right-most column.

3. Update the fields as required and click Save.

Deleting a Bonus

1. Identify the bonus to be removed in the list.

2. Click the Delete button (trash can icon).

3. A confirmation prompt will appear: "Do you want to delete this bonus?".

4. Click Confirm. A notification stating "Successfully deleted" will appear.

The following screenshot shows the configuration for top-up (minimum) $100 in Client Portal and get $10 for free:

The following screenshot shows the configuration for top-up (minimum) $200 and get $25 for free - for top-up in any PG application.

How to check the member’s balance?

1. Go to the PGM -> Clients -> Club Members.

2. Select the club member and enter their Profile. 

3. Click on Transactions tab and enter Cashless. 

4. You will see the cashless transactions made. Here, you can use filters by ticking these checkboxes:

• Show cleared payments - recommended!
• Show deleted

 Mind that the prepaid balance includes the extra cash received by the member.

Use Case Examples

High Spender Reward

• Goal: Reward members who spend a significant amount in a single stage with a large bonus.

• Settings:

  • Stage amount: 1000

  • Bonus Amount: 100

  • Source: MembershipPortal

  • Club: (Blank)

Club-Specific Promotion

• Goal: Create a promotion valid only for the "New York Branch" to encourage spending there.

• Settings:

  • Stage amount: 500

  • Bonus Amount: 50

  • Source: (Blank)

  • Club: New York Branch

Small Incentive Tier

• Goal: Create an easily achievable tier to get new members used to the bonus system.

• Settings:

  • Stage amount: 50

  • Bonus Amount: 5

  • Source: MembershipPortal

  • Club: (Blank)

Source-Specific Bonus

• Goal: Attach a bonus specifically to a distinct system source transaction type.

• Settings:

  • Stage amount: 200

  • Bonus Amount: 20

  • Source: POSWeb

  • Club: (Blank)

Zero Bonus Tracking

• Goal: Track a stage achievement without awarding monetary value (for statistical or unlocking purposes).

• Settings:

  • Stage amount: 100

  • Bonus Amount: 0

  • Source: (Blank)

  • Club: London Branch