Loyalty & Rewards: Points Adjustment

  • Updated

At times, you may need to adjust points for specific customers for various reasons, such as a special event or exclusive sale separate from your loyalty program. Follow this guide to learn how to add or deduct points for specific customers.

 

The below guide provides instructions for both our Loyalty Classic and Loyalty 2.0 experience. We are migrating customers to Loyalty 2.0 throughout the coming months. If you're unsure which version you are on now, please first navigate here.


In This Guide


How To Adjust Points - Loyalty Classic

  1. Go to Customers

    Points_Adjust1.png

  2. Select the customer that you'd like to edit
  3. Under Loyalty & Rewards, click the Edit button next to Reward Points to open the Points Adjustment options
    Points_Adjust2.png

  4. Select the Type of points adjustment
    - Add for adding points to their existing point amount
    - Subtract for deducting points from their existing point amount
  5. Complete the Points and Reason fields
  6. Click Adjust to make the points adjustment

How To Adjust Points - Loyalty 2.0

  1. Go to Customers
    LR
  2. Select the customer that you'd like to edit
  3. Under Loyalty & Rewards, click the Edit button next to Reward Points to open the Points Adjustment options LR
  4. Select the Type of points adjustment 
    - Add for adding points to their existing point amount
    - Subtract for deducting points from their existing point amount
  5. Complete the Points and Reason fields
  6. Click Adjust to make the points adjustment

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