Customers
...
Personas
Points Modifiers

Manually Adjust Points

2min

Note: Only Owner, Operator, Manager, Staff (if customized to do so) can adjust points.

To Manually Adjust Points

  1. Navigate to Customers > Personas
  2. Find the specific persona and click into their details.
  3. Navigate to the Points tab
  4. In the section "Adjust points", input a number (or use the +/- buttons) and an adjustment note which will be shown in the points timeline.
  5. Click Submit Change

Before you adjust a customer’s points, do the math: Do the points and spending add up?

Many times when there are abrupt changes to a customer’s points balance, it is due to merged profiles recalculating points earned and redeemed. Even though the points may have changed unexpectedly, the math should check out.



Updated 14 Nov 2024
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