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 customerโ€™s points, do the math: Do the points and spending add up?

Many times when there are abrupt changes to a customerโ€™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.

๏ปฟ

Updated 14 Nov 2024
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