See or change a customer's points

Every customer's points are on their record, with each change listed: earned on a bill, spent at Pay, given back on a return, or changed by hand.

See their points

1. Click Customers in the menu and click the customer.
2. The Points card shows their balance, what it is worth, and when the next points lapse.
3. Open the Points tab to see every change, which shop it was at, and when each lapses.

Put them on another scheme

1. Open the customer's Points tab.
2. Under Loyalty scheme, choose the scheme. Choose No scheme · earns no points to stop them earning.

The points they have stay theirs to use until they lapse.

Add or take points by hand

1. Open the customer's Points tab.
2. Click Add or take points.
3. Choose Add points or Take points.
4. Enter the Points, and Why, like Diwali gift or Given by mistake.
5. Click Add (or Take) and the number of points.

Good to know

• Points are the business's. A customer earns at one shop and spends at any.
• Points added by hand lapse like earned points, after the scheme's months.
• Only an admin can add or take points. A manager can change a customer's scheme.
• To set up schemes, see Give loyalty points.