Every member has one customer profile. Here you find a member, check their balance and history, and add a customer by hand.
1. Find a member
Go to Customers › Customers, type in the Search box and press Enter. Search only finds exact matches, and capital letters matter.
+66900000101 (phone with country code) finds Ploy. 0900000101 (local format) does not.
Ploy or Srisuk finds her. ploy or Plo does not.
Her full email address finds her.
2. See a member's details
Click the member. The panel on the right shows the profile, the Balance for each currency and their Segments. The tabs show Points Transfers, Orders, Customer Rewards, Badges and Consents.
The Points Transfers tab lists every points movement for this member, with the expiry date of each. In the example: 50 welcome points, 13 from an order, 120 moved by hand and 5 from another order make 188 points.
Note: The customer page does not show the member's tier. Check the Customers column in Tiers instead.
3. Add a customer by hand
Click New Customer.
Fill in First name, Last name and Email address. They are required.
Enter the Phone number with the country code, for example +66, so search can find it.
Add Birthday and Gender if you have them. Segments use them.
Click Save.
Note: Creating a customer runs any published welcome bonus, so the new customer gets their welcome points. See Incentives.