CRM & Loyalty FAQ
Common questions about loyalty tiers, price tiers, and customers.
What's the difference between a loyalty tier and a price tier?
A loyalty tier (Silver/Gold/VIP) is assigned automatically based on how much a customer has spent with you in total — you set the spend thresholds, BusinessCopilot moves customers between tiers on its own. A price tier is a separate thing: a percentage discount you assign to an individual customer's profile, which then applies automatically at checkout. They're related in that both live on a customer's profile, but one is spend-based and automatic, the other is a discount you assign by hand. See Setting up loyalty tiers.
Can I create a new price tier?
Not yet as a self-service step — today you can only assign a price tier that already exists to a customer, from their profile. Creating a new one isn't available in the app yet. See Setting up loyalty tiers for the honest current state.