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Points Operations is where staff give members points for purchases, correct a balance when needed, and review recent points activity. You need an active points program on your account before this page does anything. The page has three tabs across the top: Award Points, Adjust/Deduct, and Recent Activity.
Points Operations page showing the Award Points tab

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Award points for a purchase

On the Award Points tab, the left card is where you find the member and the right card works out how many points to give.
  1. In Select Member, search by name, email, or phone number, then choose the member from the results.
  2. In Calculate Points, keep the By Amount option selected.
  3. Type the purchase total into Transaction Amount. The card shows your program’s earn rate (for example, 10 points per QR1) and updates the Points to Award preview as you type.
  4. Add a Note if you want to record what the purchase was for. This is optional.
  5. Choose the Branch you are working at. The award button stays disabled until you pick one.
  6. Click Award Points and confirm.
Points land on the member’s balance right away, and a confirmation shows the amount awarded.
Your program can set a minimum transaction and a cap per award. The program card shows these, for example “Min: QR5 | Max: 5000 pts”. A purchase below the minimum earns 0 points, and a single award will not go above the cap. The preview reflects both before you confirm.

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Give an exact number of points

If you want to hand out a set number of points rather than calculate from a purchase amount, switch from By Amount to Manual Points and type the points directly.

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Adjust or deduct a balance

Use the Adjust/Deduct tab to add or remove points outside a normal purchase, such as fixing a mistake or honoring a one-off exception.
Adjust/Deduct tab on the Points Operations page
  1. Search for and select the member.
  2. Choose Add Points or Deduct Points.
  3. Enter the Points Amount.
  4. Enter a Reason. This field is required and is saved with the change.
  5. Choose the Branch you are working at.
  6. Click the button to confirm.
Every adjustment is recorded with the staff account that made it and the reason you typed. Check the amount before you confirm, since a balance change is hard to walk back.

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Recent activity

The Recent Activity tab lists recent points transactions across all your members. Each row shows the member, the type of transaction, the points and amount, the branch, a description, and the date. It is a quick way to confirm an award or adjustment went through.
Recent Activity tab listing recent points transactions

Points Programs

Set up your earn rate, minimum transactions, and expiry rules.

Member Profiles

See a member’s full points history and current balance.