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How to Add & Remove Points on Customer Accounts

Learn to add or remove points on customer accounts via the Points Transfer function.

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Written by Zachary Marble

Quick guidde

1. Introduction

Follow the concise instructions to efficiently perform customer point transfers.

Introduction

2. Click "Points Transfers"

Click the Points Transfers section.

Click 'Points Transfers'

3. Click "New points transfer"

Click new points transfer.

Click 'New points transfer'

4. Enter customer email address

Enter the customer's email address.

Enter customer email address

5. Choose the transfer type

Choose between Spend or Earned transfer type.

Choose the transfer type

6. Enter the Point Transfer amount.

Enter the Point Transfer amount.

Enter the Point Transfer amount.

7. Input Note.

Add any necessary notes.

Input Note.

8. Click "Save"

Save the points transfer.

Click 'Save'

This guide provided instructions on how to add or remove points on customer accounts via the Points Transfer function.

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