Managing custom rewards points

Your clients can receive rewards points for performing custom actions at your business. Unlike automatic rewards points, custom rewards points will not distribute points automatically. Instead, clients must request for a staff member to award these points manually. Be sure that your staff members are checking the leaderboard for requested points as often as possible to ensure that these points are properly distributed.

 

In this article:

To create, modify, or remove a custom rewards points category:

  1. Click the App Drawer button .
  2. In the App Drawer, click Rewards.
  3. On the Rewards menu, click Enable Points.
  4. On the Enable Points page, create, modify, or remove a custom rewards points category:
    • To create a new category, click Add New Category.
      1. Enter the category name.
      2. Click Save.
      3. To enable the category, set the ON/OFF option to ON.
    • To rename a category, find the category you want to rename and click the Edit button .
      1. Enter the name of the category.
      2. Click Save.
    • To rearrange a category, find the category you want to rearrange and click the Down or Up button:
      1. Click the Down button  to move the category downward in the list.
      2. Click the Up button  to move the category upward in the list.
    • To remove category, click the Remove button .
      1. In the confirmation popup, click OK.

To create or modify a custom rewards points option:

  1. Click the App Drawer button .
  2. In the App Drawer, click Rewards.
  3. On the Rewards menu, click Enable Points.
  4. Find the custom rewards points category for which you want to create or modify a custom rewards points option:
    • To create a custom rewards points option, click ADD New Reward Option.
    • To modify an existing custom rewards points option, choose an existing rewards points option.
  5. In the Rewards points box, enter the number of points to be awarded.
  6. In the custom box, enter the name of the reward.
  7. Set the maximum point cap a client can receive through the rewards option.
    1. Next to the rewards points option, click the Setup button  and select Add Maximum Cap.
    2. In the MAX box, enter the maximum number of points a client can earn.
    3. In the list, select All time, Daily, Weekly, Monthly, or Yearly to determine the time period the maximum number of points applies to.
  8. Set whether a client can request custom rewards points from the Client Web App for the reward option:
    1. Next to the rewards points option, click the Setup button .
    2. Click Turn on Client Access.
  9. Your changes are saved automatically.

To remove a custom rewards points option:

  1. Click the App Drawer button .
  2. In the App Drawer, click Rewards.
  3. On the Rewards menu, click Enable Points.
  4. Hover over the rewards point option that you want to remove and click Remove.
  5. In the confirmation popup, click OK.
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