Manage loyalty points
Adjust a customer's loyalty balance — earn, redeem, or manual correction.
Open in dashboardCustomers
Overview
Loyalty points accumulate automatically based on your organization's earn rate. You can also adjust a customer's balance manually for corrections or one-off rewards.
When to use it
- Correcting a balance after a data import
- Rewarding a customer with bonus points outside the normal earn flow
- Deducting points after a refund or dispute
- Setting a one-time "VIP" balance
How to use it
Video tutorial coming soon
- Open the customer's detail page (Organization → Customers → click row).
- Click the star / points icon near the loyalty balance.
- Adjust with the + / – buttons or type an exact value directly.
- Click Save — the balance updates immediately.
Tips & gotchas
- Earn rate (points per $ spent) and redeem rate ($ per point) are configured in Settings → Organization.
- Points earned on a sale are applied automatically at checkout.
- Redeemed points appear in the sale summary as a loyalty discount.
- Manual adjustments are logged for audit history.