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How to Manually Adjust a Customer's Treez Loyalty Points

Workflow to adjust or update Treez Loyalty points for customers.

Written by Darin

Use this when you need to add or remove points from a customer's account to correct an error, honor a missed transaction, or apply a goodwill adjustment.

Step 1: Click "Customers" in the navigation menu:

Step 2: Select "All Customers":

Step 3: Search for the customer by Name, Email Address, or Phone Number

Step 4: Select the customer needing their loyalty points adjustment to view their profile.

Step 5: Click on the Pencil Icon next to the customer's current point value.

Step 6: Choose either ' + Add Points' or ' - Subtract Points' depending on whether points need to be adjusted up or down.

Step 7: Input the number of points the customer needs added or subtracted from their points balance.

Step 8: Click on 'Save Changes' to save the change to the points balance.

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