Built for loyalty, CRM & memberships

Turn every customer visit into a stronger relationship.

Keep customer history close, offer flexible membership types, create meaningful tiered benefits, and apply eligible perks automatically online or at the counter.

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Illustrative member workspace
Customers
Profiles Memberships Loyalty Benefits
JCLOYAL CUSTOMERJamie CarterSilver level · Customer since 2024SILVER
VISITS18This year
PURCHASES$860This year
NEXT LEVELGold2 visits away
ELIGIBLE BENEFITSReady at checkout2 applied
Monthly tastingOne included visitIncluded
Retail purchaseEligible products5% off
PROFILECustomer recognized
CHECKOUTBenefits applied

ONE CONNECTED CUSTOMER VIEW FROM SIGN-UP TO CHECKOUT

Customer profiles Membership levels Custom benefits Loyalty rewards Online & in-store

Connected customer relationships

Memberships and loyalty that fit your business.

Shape the program around your customers, then give staff the context they need to recognize members and deliver the right benefits consistently.

Flexible membership types

Create individual, family, group, or corporate memberships with the term and payment structure that fits.

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Earned loyalty levels

Recognize repeat customers with better perks as their visits and purchases grow.

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Member perks

Reward loyal customers with relevant savings, included experiences, and special access.

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Online & in-store use

Apply eligible active-member benefits automatically during online or point-of-sale checkout.

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Membership setup 4 types
IndividualOne named member
FamilyConfigured household size
GroupShared group access
CorporateOrganization membership
PLAN TERMRecurring subscriptionBILLING DATEJoin-date anniversary
Flexible plan structureConfigure the type, term, fees, and payment schedule for this program.

Flexible membership types

Build the membership around the way customers join.

Create individual, family, group, or corporate membership types, then configure the term and payment structure for each program. Use recurring subscriptions or other membership durations to match the offer you sell.

  • Support individual, family, group, and corporate membership types
  • Configure registration fees, terms, and expiration settings
  • Choose anniversary or fixed-date payment schedules
Explore membership setup

Earned loyalty levels

Reward customers as their relationship grows.

Use visits and purchase activity to recognize your most loyal customers. As customers reach configured milestones, they can move into higher levels and receive stronger perks—without paying a monthly membership fee.

  • Create levels based on visit or purchase milestones
  • Show progress toward the customer’s next level
  • Unlock better perks as loyalty grows
See earned loyalty levels
LOYALTY STATUSJamie CarterSILVER
VISITS THIS YEAR182 visits to GoldPURCHASES THIS YEAR$860$140 to Gold
BronzeSilverGold

CURRENT SILVER PERKS

5% retail benefitEligible purchasesUnlocked
Early event accessBook before public releaseUnlocked
Gold is nextReach 20 visits or $1,000 in purchases to unlock enhanced perks.

Online & in-store benefit use

Recognize the member wherever checkout happens.

When an active member completes an eligible purchase, configured benefits can apply automatically during online or in-store checkout. Customers receive the value they expect without asking staff to remember every rule.

  • Use the same membership benefits online and at the POS
  • Apply eligible benefits when membership conditions are met
  • Show the benefit clearly in the checkout summary
See benefits at checkout
Online checkout In-store POS
JCCUSTOMER RECOGNIZEDJamie Carter · Silver
Artisan olive oilEligible retail product$32.00
Wine tasting seatSaturday · 2:00 PM$28.00
Silver perks appliedRetail benefit −$1.60 · Monthly tasting −$28.00−$29.60
Total$30.40

Membership lifecycle

Manage the relationship after sign-up.

Track active memberships, payments, renewals, upgrades, freezes, cancellations, and payment issues from one membership workspace. Keep forms and agreements attached to the account so staff can follow up with the right context.

  • Review active, new, canceled, and payment-declined memberships
  • Manage upgrades, payment methods, freezes, and cancellations
  • Keep electronic membership forms and agreements organized
See membership management
MEMBERSHIP OVERVIEWSeptember
ACTIVE284+12 this month
RENEWING38Next 30 days
NEEDS ATTENTION6Payment or status
ARAlex RiveraPlus · Renews Sep 14Renewing
MTMorgan TaylorSignature · Payment update neededAttention
SKSam KimEssential · Upgrade requestedReview
Forms & agreementsStored with each membership account

Built for repeat relationships

Loyalty tools for retail businesses with more to offer.

Shape memberships and customer benefits around products, events, services, rentals, and the reasons customers return.

Wine & Specialty Food Clubs

Offer club levels, member pricing, tastings, recurring benefits, and a customer history that follows every visit.

Classes & Experiences

Connect member-only access, class benefits, registration activity, and customer preferences in one profile.

Rentals & Specialty Retail

Reward repeat customers with eligible retail, service, and rental benefits online or at the counter.

Ready to build stronger customer relationships?

Walk through your membership types, earned loyalty levels, customer rewards, and online and in-store checkout experience with the Bizzflo team.

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