From the left menu in the Bubblepay Web Portal:
What You See on This Page
Your screen will show:
Total Members count
Buttons to Add New Member or Download CSV
A full list of loyalty members with the following details:
First and last name
Email and phone number
Loyalty ID
Amount spent, amount redeemed, and balance
Last visit date and total visits
Date of birth and member since
Assigned PIN and loyalty Group
Quick edit tools for each member
Key Actions You Can Perform
1. Add New Members
Click the pink Add New Member button to manually add a customer to the loyalty program.
2. Assign Loyalty Groups
Use the Group dropdown to place customers in a tier (e.g. Default, VIP). This controls what discounts and perks apply to them.
π‘ Tip: All new signups go into the Default group unless changed manually.
3. Edit Member Details
Click the βοΈ icon to:
Update name, email, or phone number
Change the PIN
Move the customer to a different group
4. Export Member Data
Click Download CSV to export the full list of members, useful for reporting or analysis.
5. Filter by Site
If you manage multiple locations, use the Site dropdown to filter members by location.