How to adjust rewards points and vouchers

Rewards make it easy for you to build strong and lasting relationships with your customers, by rewarding their loyalty to your business. Your customers will earn points based on their spend, and when enough points are earned, they will unlock the Rewards that you have set. You may find yourself needing to manually adjust rewards points for your clients, such as referral bonuses or when special offers are running. In this guide, you will learn how to adjust rewards points and vouchers.

Important note: businesses on both the Elevate and Innovate plan types are able to enable Rewards, however, only businesses on the Innovate plan are able to decide how points are awarded and whether you want to show these to your customers. You can also choose to set your points an expiry policy. To change your plan type, to unlock these advanced reward settings, see our help guide on: How to change your Timely plan.

Step-by-step instructions

1 Head to setup > customers and search for the customer.

2 Click on the rewards tab to view rewards information for that customer.

3 Click edit next to the points balance. From here, you can adjust their rewards points by using the add or minus toggle.

4 Now you can specify the number of points to adjust and enter a reason for the adjustment. When you're done, click save and the points and voucher balance will be updated.

How to edit staff permissions so they can make adjustments

By default, only the business owner has permissions to adjust Rewards points. You can also give your staff permissions to adjust points. To do this:

1 Head to setup > account > staff access. Find the staff member and click edit access.

2 In the customer section, check allow access to adjust customer rewards points balance.

3 When you are ready, click save to apply your changes. Now your staff member will be able to adjust rewards points.