Automate Customer Loyalty

Reward your best customers automatically. The Loyalty Campaign tracks cumulative spending across all bookings and sends a personalized reward email with a discount coupon when a customer hits a spending threshold you define — with no manual tracking required.


In this article, you will cover:

How to enable the Loyalty Campaign

  • From your Occasion workspace, go to Campaigns.
  • Look for Loyalty Campaign and click Set Up Loyalty Campaign.

Setting up your spending tiers

Tiers define how much a customer needs to spend — cumulatively — to unlock a reward. Each tier has its own spending threshold and discount amount.


  • Click Add Tier to create your first tier.
  • Set the spending threshold — the total cumulative amount a customer must spend to unlock this tier (e.g. $100).
  • Set the reward amount — a fixed dollar discount applied to their next booking.
  • Repeat to add additional tiers (e.g. $250, $500).

Occasion will suggest tiers based on your average booking value. You can use the suggested tiers, edit them, or remove them entirely.

You can add new tiers at any time — including after the campaign is live. For example, if you later want to add a top-tier reward for customers who've spent $1,000 or more, you can do that without interrupting the campaign.

Counting past customer spending

Before launching, Occasion will ask how far back to count customer spending. This determines which of your existing customers are already eligible for a reward at launch.


Your options are:

  • Current year — count spending from January 1st of this year.
  • Beginning of previous year — count spending from January 1st of last year.
  • Custom date — choose any start date.

At each option, Occasion shows a forecast of how many customers would immediately enter each tier — so you can see the impact before committing.

This is especially useful if you have long-time customers who have already spent significant amounts with you. Rather than starting from zero, they'll be recognized right away.

Configuring coupon validity

Set how many days the reward coupon stays active after it's issued. The default is one year, but you can shorten this to create a sense of urgency.

  • One year — generous window, low pressure.
  • Six months — good middle ground.
  • 30 days — creates urgency; works well for businesses with frequent bookings.


When a customer clicks the booking button in their reward email, they'll be sent to the URL you specify here. Set this to your business website or the page where your booking calendar is hosted.


Customizing the reward email

You can personalize the message your customers receive when they unlock a reward. This is a good place to:


  • Reinforce your brand's tone and voice.
  • Add any redemption policies (e.g. "This coupon applies to online bookings only and cannot be combined with other offers.").
  • Make the message feel personal rather than automated.

To edit the email, go to Campaigns > Loyalty Campaign > Settings and look for the email customization section.


A typical reward email shows the customer their discount, a button to book, and any custom message you've added.


Tracking your campaign with analytics

The Loyalty Campaign includes a built-in analytics dashboard so you can see how the campaign is performing over time.


To view analytics, go to Campaigns > Loyalty Campaign in your Occasion workspace.


At a glance, you'll see:

  • Total revenue generated — sales directly attributed to reward redemptions.
  • Reward emails sent — total number of reward emails delivered to customers.
  • Customers rewarded — number of unique customers who have hit at least one tier.
  • Redemption rate — percentage of issued coupons that were used on a booking.

Below the summary, you'll find a breakdown of performance over time.



Redeeming rewards

Reward coupons are issued as unique coupon codes — not gift cards. Your customer receives their code in the reward email and can apply it at checkout on any future booking.


Customers do not need an account or any action to receive their reward — it is sent automatically when they hit a spending threshold.

Deciding on your tiers and discount amounts

A good starting point is to set your first tier at roughly 2–3x your average booking value. If your average booking is $50, a first tier at $100–$150 means most returning customers will hit it within a few visits.


For the reward amount, 10–15% of the threshold is a common benchmark. A $100 threshold with a $10–$15 reward feels meaningful without significantly impacting your margins.


A few principles to keep in mind:

  • Make the first tier achievable. If it takes two years to earn, it won't change behavior. Aim for something a returning customer can hit in three to five visits.
  • Increase rewards at higher tiers. Customers who spend more should feel proportionally more recognized.
  • Start conservative. You can always increase reward amounts — it's harder to reduce them once customers are used to them.

Disabling the Loyalty Campaign

To disable the campaign, go to Campaigns > Loyalty Campaign > Settings and toggle it off. The campaign will stop tracking new spending and no new reward emails will be sent. Any coupons already issued remain valid until they expire.

Frequently Asked Questions

Does my customer need to do anything to earn a reward? No. Occasion tracks cumulative spending automatically in the background. When a customer hits a threshold, their reward email is sent without any action required on their end.


Do past bookings count toward a customer's spending total? Yes — if you choose to count past spending during setup. You can set a custom start date, or use the beginning of the current or previous year. Occasion will show you a forecast of how many customers would immediately qualify before you launch.


Can a customer earn rewards from multiple tiers? Yes. As a customer's cumulative spending grows, they'll move through each tier and receive a reward email each time they hit a new threshold.


Can I add new tiers after the campaign is already live? Yes. You can add tiers at any time without interrupting the campaign. Existing customers will automatically qualify for new tiers as their spending continues to grow.


What counts toward a customer's cumulative spending? All completed bookings within the date range you selected during setup count toward a customer's total. Cancelled or refunded orders do not count.


Can the reward coupon be used on any experience? Yes. The reward coupon is not tied to a specific class or experience — it applies to any booking at your business.


What happens to issued coupons if I disable the campaign? The campaign stops issuing new rewards, but any coupons already sent to customers remain valid until their expiry date.


Can I change my tiers or reward amounts after launch? Yes. You can edit tier thresholds and reward amounts at any time. Changes apply to future reward emails only — coupons already issued are not affected.

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