Looking Up Reward Point Activity

1. Click on the toolbar.

The Appointments for window displays.

2. In the Client field, type the client's name in "lastname,firstname" format and press Enter, or double-click in the field and locate the client's profile using the Quick Search window.

The client's details display.

3. Click .

Details of the reward points accrued display.

4. Complete the following as necessary:

• Print accrual details

  1. Click Print.

  A print preview displays.

  2. Click the Print button on the toolbar.

  The Print window displays.

  3. Select a printer.

  4. Click Print.

   

• View/print redemption details

  1. Click Usage History.

  Redemption details display.

  2. Click Print.

  A print preview displays.

  3. Click the Print button on the toolbar.

  The Print window displays.

  4. Select a printer.

  5. Click Print.

   

• Manually award reward points to the client

  1. Click Manual Points/Value Adjustment.

  The Manual Points/Value Override window displays.

  2. Select Add Points/Value.

  3. Select one of the following options:

  • Award a specific number of reward points = Enter the number of reward points to award in the Add field.

  • Award a specific value of reward points = Enter the monetary value of reward points to award in the points valued at field.

  4. In the Expires field, select an expiration date for the points.

  5. In the Reason field, type a note to explain the award.

  6. Click Ok.

  The client's new points balance displays in the Total Points and Point Value fields.

   

• Deduct reward points from the client

  1. Click Manual Points/Value Adjustment.

  The Manual Points/Value Override window displays.

  2. Select Remove Points/Value.

  3. Select one of the following options:

  • Deduct a specific number of reward points = Enter the number of reward points to deduct in the Remove field.

  • Deduct a specific value of reward points = Enter the monetary value of reward points to deduct in the points valued at field.

  4. In the Reason field, type a note to explain the deduction.

  4. Click Ok.

  The client's new points balance displays in the Total Points and Point Value fields.

   

related links

Preventing Points From Being Awarded

Looking Up Purchase History