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How do I manually add or remove loyalty points?

Adjust a customer's loyalty points by hand from their customer profile.

Go to Sales > Customers, press View on the customer, open the Loyalty points tab, and use Adjust points to Add points or Redeem points.

Who this is for: Cashier, Store admin

These steps use the New Experience. If your menu looks different, click Switch to New Experience at the top of the page.

Steps

  1. Go to Sales > Customers and search for the customer.
  2. Press View on their row and open the Loyalty points tab. (The tab needs the store's loyalty program turned on.)
  3. Under Adjust points, choose:
    • Add points - to give points, or
    • Redeem points - to take points off.
  4. Enter the number of points and the reason for the change, then save.

Things to know

  • The Points column and the Loyalty points out card on the Customers page show current balances.
  • Use the Has points chip to list customers with points.

Troubleshooting

  • Customers aren't earning points: the loyalty program isn't turned on. An administrator turns it on in Settings > Store settings, Customer Loyalty tab: click Edit, tick Enable the loyalty program, and click Save.