Manually Add or Deduct Points (How-To)

Article Details

Summary

You may need to add or deduct points from an owner's balance by hand. Common reasons include:

  • Moving point balances from a previous loyalty program.
  • Giving extra points during promotions, such as Double Points days.
  • Deducting points when an owner got a different reward or a refund.

Before You Begin

Your user group needs the Can Manage Reward Points permission. Turn it on at Left-hand Navigation: Reports and More Icon » Groups.

Steps

  1. Use the Search tool in the Top Navigation bar to find the owner's name.

    Search result for Bob Ross, forest squirrel.

  2. Select the owner's name to open the Owner Details page.
  3. In the Reward Points section, select + Add Points or - Remove Points.

    Reward points balance and options interface.

  4. To add points, enter the # of Points and a Description of why you added them. The description shows in the point history.

    Add points to account form

  5. To remove points, enter the # of Points to remove and a Description of why you removed them.

    Refunding 25 points to customer account.

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