Adjust a client's rewards, points and tiers
In this guide, you'll learn how to manually adjust a client's loyalty points, change their tier, and add or remove rewards from their profile.
Adjust a client's loyalty points
- From the main menu on the left of your screen, go to Clients.
- Select Clients list from the left menu panel.
- Click on a client's profile to view their profile details.
- In the client profile view, click on Loyalty in the menu panel.
- Click Adjust points and enter the number of points to add or deduct.
- Add a reason for the adjustment and click Save.
Points adjustments are logged in the client's loyalty history, so you always have a record of any manual changes.
Change a client's loyalty tier
- Open the client's profile and navigate to the Loyalty tab.
- Click Change tier next to the current tier.
- Select the new tier from the dropdown menu.
- Add an optional note and click Save to apply the change.
Manage rewards in a client's wallet
- Open the client's profile and navigate to Wallet.
- Click on Actions next to Rewards to add a new reward manually.
- To remove an existing reward, click Actions next to the reward and select Remove.
- Confirm the action when prompted.
Removing a reward from a client wallet is permanent. The reward will need to be re-added manually if removed by mistake.