For the complete documentation index, see llms.txt. This page is also available as Markdown.

What happens to a customer's personal loyalty when they join a B2B company

When a customer joins a B2B company, personal loyalty pauses. Their points and tier are saved, then resume automatically when they leave.

A customer can actively earn in one program. Joining a B2B company pauses their personal loyalty. Their saved points and tier resume if they leave.

What the admin shows

  • The D2C customer list shows B2B in the Tier column.

  • The loyalty profile shows Paused (B2B) next to the customer name.

  • The Shopify admin Customer Loyalty Profile block shows company balance and tier.

  • The timeline logs Personal loyalty paused and Personal loyalty resumed.

It also logs company activity that does not award personal points.

While personal loyalty is paused

Personal loyalty item
Behavior

Points balance

Saved and hidden from the storefront. Never zeroed.

Point expiry

Continues on original dates.

Member-since and tier renewal dates

Unchanged.

Amount spent this period

Frozen at the join date. Company spend never counts.

D2C earning

Birthday, signup, referral, review, and tag points are not awarded.

Points-expiring emails

Not sent.

Subscription redemption

Not available for company points.

POS

Disabled, shown as Disabled: B2B customer.

Company points and tier appear on the storefront while the customer belongs to the company.

When the customer leaves

Personal loyalty resumes automatically. No admin action is required.

  • The saved balance and tier return, including expiry changes during the pause.

  • Amount spent resumes from its frozen value with new personal orders.

  • The timeline logs Personal loyalty resumed.

  • A customer who was never a personal member starts personal membership on leaving.

Joining or leaving never overwrites the original member-since date.

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