Membership & Recurrence

Build loyalty. Reward members. Manage recurring fees.

Tiered membership, discount rules, recurring payment cycles, and POS integration — all connected to your customer records.

Tiered membershipGold · Silver · Custom

Recurring feesMonthly · Subscription

POS integrationAuto discount at checkout

Explore membership →

Example membership tiers

Gold: 10% off Silver: 5% off

Plus custom tiers for your business

BMO POS ready

Membership at a glance

Everything you need to run a professional loyalty program.

Tiered membership

Create multiple levels: Gold, Silver, Bronze, or custom tiers that match your loyalty strategy.

Discount rules

Set discount percentages per tier. Gold: 10%, Silver: 5%, or define your own benefits.

Recurring fees

Manage monthly membership fees, subscription renewals, and recurring payment cycles.

POS integration

Connect with BMO POS. Member discounts apply automatically at checkout.

Seamless checkout

Membership tiers & benefits

Design loyalty levels that reward your best customers.

Gold membership

For your most valuable customers. Premium benefits drive retention and higher spending.

10% discount on all purchases
Priority service handling
Exclusive offers and early access
Birthday rewards

Silver membership

An accessible tier that encourages customers to stay engaged and work toward higher status.

5% discount on all purchases
Regular loyalty communications
Pathway to Gold upgrade
Member-only events

        Create custom tiers: Not limited to Gold/Silver. Define Bronze, Platinum, VIP, Corporate, or any tier that fits your business model.
      

Recurring membership management

Perfect for subscription-based loyalty programs and monthly fee structures.

Monthly fee cycles

Set up recurring billing schedules. Track payment status and renewal dates automatically.

Monthly membership fees
Quarterly or annual plans
Custom billing cycles

Renewal reminders

Automated notifications when membership is about to expire. Reduce churn with timely follow-ups.

SMS reminders
Email notifications
BizCloud App alerts

Revenue visibility

See active members, upcoming renewals, and monthly recurring revenue at a glance.

Member count by tier
Expiring memberships
Revenue forecasting

BMO POS integration

Connect membership benefits directly to your point of sale.

Automatic discount application

When a member makes a purchase, their tier-based discount applies automatically at checkout. No manual calculation or staff training required.

Gold: 10% off automatically
Silver: 5% off automatically
Custom tiers: your rules

Seamless customer experience

Customers enjoy their benefits without friction. Staff can focus on service instead of manual discount calculations.

CRM → POS sync

Why membership matters

Loyalty programs drive retention, repeat business, and higher customer lifetime value.

Stronger loyalty

Customers with membership feel valued and recognized. They are more likely to choose your business over competitors.

Higher retention

Recurring membership models create ongoing relationships. Members stay engaged month after month.

Predictable revenue

Monthly membership fees provide stable, recurring income. Plan your business with more confidence.

Connected across iCRM

Membership works seamlessly with your other CRM features.

Contact records

Membership is attached to detailed contact profiles. View member history, interactions, and service cases in one place.

Follow-ups

Create follow-up tasks for member renewals. Never miss an expiring membership again.

Messaging

Send renewal reminders, exclusive offers, and member communications via SMS, email, or WhatsApp.

Service cases

Members receive priority handling. Their membership tier is visible throughout the service workflow.

Analytics

Track member spending, retention rates, and tier distribution. Optimize your loyalty program over time.

BizCloud App

Access member information, receive renewal alerts, and manage memberships from your mobile phone.