View Point Balances & History (How-To)

Article Details

Summary

As owners earn points, you can check their point balance in a few places on the business side of the app. Owners can also see their balance in the Customer Portal.

Steps

View Points on the Owner Details Page

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

    Search result for Bob Ross and Pea-pod squirrel.

  2. Select the owner's name to open the Owner Details page.
  3. Find the Reward Points section. It shows the owner's point history and Current Point Balance.

    Reward points balance and transaction history

View Points on the Rewards Report

To see points for all customers at once, use the Rewards Report.

  1. Go to Left-hand Navigation: Reports & More » Reports » Rewards Report.
  2. Enter a point-value range and run the report.

For example, run the report for owners with enough points to redeem one of your tier levels. Then send those owners a marketing campaign to remind them to redeem their points for a free service. For more details, see What Is the Rewards Report?.

Have Customers View Points in the Customer Portal

  1. Tell the customer to go to your customer portal link and log in.

    Reference: If your Gingr URL is https://happywags.gingrapp.com, your customer portal link is https://happywags.portal.gingrapp.com.

  2. Select the paw icon.
  3. Select My Account » Rewards Points to see the Current Point Balance and point history.

    Account management dashboard interface.

  4. Select View Points History to see all rewards points for the account.

    Reward points history table on screen.

Important: Customers can only view their point balance. Staff must redeem points for store credit for them.

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