Add points to a Member’s account in Dashboard
How to add points to a Member’s account in Dashboard
Navigate to the Support “♥” tab in the left hand side.
Look up your Member by their account phone or email.
Click on the “+” and select Add Points.
Enter in the number of points to be added in the Quantity field.
Select the reason you are adding points.
Click Add.
Support Events
Support events includes transactions that you can filter and manage from within the dashboard.
Link a transaction
Members sometimes forget to enter in their phone number at the time of their purchase and would like to claim their earnings post-transaction, for this, you can link a transaction to the member.
Navigate to Support > Events
Use the filters to find the specific transaction.
Note: Selecting one day and the store location of the transaction are always required at minimum to filter through the events.Once you’ve located the transaction, click Manage > Link
Enter in the member phone number to be linked to the transaction and click Link
Transfer a transaction
In some cases, the wrong transaction was claimed or a member wants to transfer their transaction to a different account, for this you can transfer the transaction to a new member.
Navigate to Support > Events
Use the filters to find the specific transaction.
Note: Selecting one day and the store location of the transaction are always required at minimum to filter through the events. The transaction must already be assigned to a member in order to be transferred.Once you’ve located the transaction, click Manage > Transfer
Enter in the new member phone number to transfer the transaction to and click Transfer
Unlink a transaction
If the wrong transaction was claimed, for this you can unlink the transaction from a member.
Navigate to Support > Events
Use the filters to find the specific transaction.
Note: Selecting one day and the store location of the transaction are always required at minimum to filter through the events. The transaction must already be assigned to a member in order to be unlinked.Once you’ve located the transaction, click Manage > Unlink
Review and confirm by clicking Unlink
View a transaction
View the details of a transaction — line-items, discounts, etc.
Navigate to Support > Events
Use the filters to find the specific transaction.
Note: Selecting one day and the store location of the transaction are always required at minimum to filter through the events.Once you’ve located the transaction, click Manage > View