How to View a Member’s Loyalty Profile

The member profile brings together a customer’s balances, rewards and recent activity.

Step-by-step instructions

  1. Open Members and search for the customer.
  2. Select their record to open the profile.
  3. Review the available Points, Stamps, Visits or cashback information.
  4. Open the Available rewards section to see rewards ready to use.
  5. Review the activity history before making a manual adjustment.
Good to know

Only the loyalty methods enabled for your business will appear.