Storing your clients' loyalty program memberships (airlines, hotels, car rentals, and more) means you always have their details on hand when making bookings. Use this guide when you need to add, update, or remove a loyalty program from a client's profile. By the end, you'll be able to manage all of a client's membership numbers and program categories in one place.
Before You Start
Have the client's membership number ready
Know the loyalty program name (e.g., Delta SkyMiles, Marriott Bonvoy)
Understand the program category (airline, hotel, car rental, etc.)
Steps to Add a Loyalty Program
Open the client profile
Click on Edit Client
Click the Loyalty tab
Click Add Program
Fill in the required fields:
Program name (required) - e.g., "Delta SkyMiles."
Membership number (required) - The client's account number
Category (required) - Select from the dropdown:
Airlines
Hotels
Car Rentals
Cruise Lines
Other
Click Save
What happens next: The program appears in the client's loyalty programs list. You can add multiple programs for the same client.
Viewing Loyalty Programs
Open the client profile
Scroll to the Loyalty Programs section in the bottom left
All programs appear in a list showing:
Program name
Membership number (last 4 digits visible)
Editing a Loyalty Program
Go to the Clients' Profile
Click on Edit Client
Go to the Loyalty Tab
Click Edit next to the program you want to change
Update the program name, number, or category
Click Save
Removing a Loyalty Program
Go to the Clients' Profile
Click on Edit Client
Go to the Loyalty Tab
Click the Trash Can icon next to the program you want to remove
Confirm deletion in the pop-up
Note: This only removes the loyalty program from the client's profile in Voyagr. It does not affect their actual membership with the loyalty program provider.
Tips
Store all programs - Even if a client rarely uses a program, having it on file helps with booking decisions
Use full program names - "Marriott Bonvoy" instead of "Marriott" helps avoid confusion
Verify membership numbers - Ask clients to confirm their numbers to avoid typos
Add programs during onboarding - Collect loyalty information when creating the client profile
Common Issues
Problem | Solution |
Can't remember the program name | Search online for the loyalty program or ask the client |
The membership number is too long | Double-check the number - you may have included extra characters |
Wrong category selected | Edit the program and choose the correct category from the dropdown |
The client has multiple accounts for one program | Add each account as a separate program entry |
The membership number is partially hidden | This is a security feature - the full number is stored, but onlythe last 4 digits display |
Program Categories Explained
Category | Examples |
Airlines | Delta SkyMiles, United MileagePlus, American AAdvantage |
Hotels | Marriott Bonvoy, Hilton Honors, IHG Rewards |
Car Rentals | Hertz Gold Plus, Enterprise Plus, Avis Preferred |
Cruise Lines | Royal Caribbean Crown & Anchor, Norwegian Latitudes |
Why Track Loyalty Programs?
Storing loyalty program information helps you:
Identify booking opportunities - Use programs where clients have status
Maximize client benefits - Book through programs with better perks
Personalize recommendations - Suggest hotels/airlines where they have points
Speed up booking - No need to ask for loyalty numbers during checkout