Reset VIP qualification each year (or use a rolling window)

Control the window of activity that counts toward a tier so status stays current instead of accumulating forever.

Steps

1. Go to Settings → VIP tiers → Qualification period.
2. Set Count activity from to Lifetime (all time), Current calendar year, or Rolling window.
3. For Rolling window, set Window length (months) to how many months back count, then Save.

Tip

Lifetime counts everything a customer has ever earned, so tiers only ever go up. A calendar year or rolling window keeps tiers fresh — but when a window resets, customers can drop tiers unless you also add a grace period.

What customers see

With Current calendar year, the next-tier progress line on the account page and Loyalty Hub includes the deadline — for example “Spend $250 by 12/31 to reach Gold” — so the reset works as an incentive instead of a surprise. Lifetime and rolling windows show the same line without a date. The amount is always expressed in whatever the next tier qualifies on: spend, orders, referrals, or points.

Related

• Concept: VIP tiers
• Add a grace period before a customer drops a tier
• Make VIP tiers qualify by spend instead of points