You can use a customer group to control who earns loyalty at a loyalty tier. Each loyalty tier has a Customer Group setting with two options: choose a customer group so only that customer group earns at the tier, or choose the customer group marked (Excluded) so everyone except that customer group earns at the tier. For example, you might exclude trade customers or staff from your loyalty program.
Before you start
Create the customer group first. See How to create a customer group
Set up your loyalty program and tiers. See How to set up your loyalty program
Steps
Go to Settings > Loyalty & Credit.
Under Loyalty Program Tiers, click Add Tier, or click Edit on an existing tier.
In Customer Group, choose an option:
Choose the customer group's name to let only that customer group earn at this tier.
Choose the customer group's name with (Excluded) to stop that customer group earning at this tier.
Click Save.
What happens next
WithWine checks the customer group at each order, so customers who join or leave the customer group are treated correctly from their next order.
Customers who don't earn at a tier because of the customer group setting don't earn loyalty from that tier on their orders.
Troubleshooting
Excluded customers are still earning loyalty: check every tier they could earn at. The customer group setting applies to each tier separately.
Nobody is earning at a tier: check you haven't chosen a customer group with no members, or one that doesn't match the customers you meant to include.