> For the complete documentation index, see [llms.txt](https://docs.cleandesk.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cleandesk.ai/loyalty/default-settings.md).

# Default Settings

Table of Contents

1. Introduction
2. Settings
   1. General Settings
   2. Coins & Rewards
   3. Loyalty Tier Settings
   4. Redemption Rules
   5. Tax Details
   6. Hierarchy Values
3. Tips

### <mark style="color:blue;">Introduction</mark>

In this section we will see how to manage the default settings for your loyalty programs. Basic elements of a loyalty program such as tier settings, redemption rules, hierarchy values and so on can easily be managed here, and edited as & when required.

### <mark style="color:blue;">Settings</mark>

To make any changes to the Loyalty Settings, click the **Edit** button on the top right. After making the desired changes, click on the **Update** button. To exit the Manage Loyalty Default Settings pop up window without making any changes, click on **Close**.

1. General Settings
   1. Auto Enroll in Loyalty: Toggle On or Off
   2. Send Reward Notifications: Toggle On or Off
   3. Default Timezone: Select from dropdown list
   4. Default Language: Select from dropdown list
2. Coins & Rewards
   1. Default Expiry Days: Enter the number of days you wish to set, for default expiry of coins or rewards
   2. Default Expiry Month-Day: Set the default day & month for expiry
   3. Default Currency: Pick the default currency from the available list
   4. Default Coins for 1 INR (or selected currency): Set the value of 1 INR (or selected currency) in terms of number of coins, for example, 10 coins = 1 INR
   5. Default Earning on Purchase Percentage: Enter the desired value
   6. Default Earning Price Base: Choose from the dropdown list, Cost Price or Selling Price
   7. Default Earning Limit Per Day: Enter the maximum earning limit for a day
   8. Default Earning Limit Per Month: Enter the maximum earning limit for a month
   9. Loyalty Earning Approval Required: Toggle the button to activate (or deactivate) this option to manually review & approve each loyalty request
3. Loyalty Tier Settings
   1. Default Tier on Signup: Set what tier will be assigned upon signing up
   2. Tier Validity: Tier validity in terms of months
   3. Tier Evaluation Frequency: Select monthly, quarterly or yearly from the available list
4. Redemption Rules
   1. Default Redemption Days of Week: Select the applicable days of the week
   2. Default Redemption Days of Month: Select the applicable days (dates) of the month
   3. Default Redemption Months of Year: Select the applicable months of the year
   4. Minimum Redemption Threshold: Enter the minimum threshold
   5. Redemption Unit Multiple: Points to be redeemed will be in multiple of this value you set
   6. Max Redemption Per Transaction: Set the maximum value per transaction
   7. Max Redemption Per Day: Set the maximum value per day
   8. Default Coins Per 1 INR: Set the default coins for 1 INR (or selected currency)
   9. Redemption Approval Required: Enable this option to manually review and approve each redemption request before granting access to your platform's services or benefits.
5. Tax Details
   1. TDS Applicable on Redemption: Enable this option to apply TDS on redemption transactions
   2. TDS Threshold Coins: Enter the threshold for application of TDS
   3. TDS Percentage: Set the TDS percentage value
6. Hierarchy Values:&#x20;
   1. Fixed Values: For each of your tiers & employees, set the default fixed number of coins
   2. Percentage Values: Where a percentage is applicable, for each of your tiers & employees, set the default percentage

### <mark style="color:blue;">Tips</mark>

* Clicking the **Edit** button opens the Manage Loyalty Default Settings pop up window, where all the settings will appear. You may make few changes at a time, click the **Update** button to save your changes and come back later any time to continue making changes.

### References and Links

* **CleanDesk AI Official Website**: [Visit Here](https://www.cleandesk.ai)
* **RecruitAssist Documentation**: Click on these respective links to view Documentation on Loyalty [Overview](/loyalty/overview.md), Loyalty [Earnings](/loyalty/earnings.md) and Loyalty [Redemption](/loyalty/redemption.md).
* **Support**: Contact Support at <mail@cleandesk.ai>