Managing loyalty members

To add members to your customer loyalty program, you will need to first add them as a customer in the system. Once added, you can begin tracking their rewards using their phone number or email, based on the selections made in the loyalty program settings.

To edit loyalty member information, follow these steps. 

1. Navigate to your Customer List and click Loyalty Members.

2. Click a customer from the list.

3. Click Loyalty Rewards.

4. On the next screen, click Add/Remove Loyalty.

5. In the Add/Remove dialog, select whether you're adding or removing points, then enter the amount and any comment. Click Save.

6. The software will display the change in the Loyalty History list on the customer's Loyalty Rewards page.