The Customers section of your Casa Loyalty dashboard gives you a clear, organized interface to view and manage your members, track their points, and take action when needed—from updating balances to assigning VIP tiers.
1. Access the Customers Page
From your Shopify Admin, open Casa Loyalty, and click Customers in the left-hand menu. You’ll see a list of all customers who have interacted with your loyalty program:
Customer Name | Status | Points | VIP Tier | Action |
Member | 1,056 | Black Tier |  Click on the eye to view in Shopify | |
Member | 250 | No VIP tier |  Click on bin to delete from here(only) | |
Member | 644 | No VIP tier |  |
Click the blue email link to drill down into an individual customer account.
2. View Full Customer Profile
When you click on a customer’s email, you enter their profile page, which includes four tabs: Points, Referrals, VIP, and Rewards.
🪙 Points Tab
Shows the customer’s loyalty point history with date, action, and the points earned:
Action | Points | Date |
Points earned on placing an order #1003 | +750 | Jun 10, 2025 |
Points earned on placing an order #1002 | +1 | Jun 10, 2025 |
Points earned on placing an order #1001 | +5 | Jun 10, 2025 |
Points earned for adding date of birth | +200 | Jun 4, 2025 |
Points earned for sign-up | +200 | Jun 4, 2025 |
🔁 Referrals Tab
View customer referrals. Filter between Completed and Pending referrals. No referrals recorded? You’ll see a message signaling “No referrals yet,” and you can use filters or search to explore further.
🏅 VIP Tab
Displays the VIP tier the customer belongs to and their tier start date. If not yet a VIP, it will show “No VIP tier.”
🎟 Rewards Tab
Shows when the customer has redeemed rewards—like coupons, free products, or discounts. (If empty, the customer hasn't redeemed any rewards yet.)
3. Adjust Points & Change VIP Tier
Two powerful action buttons are always visible at the top of the profile:
Adjust Balance – manually add or subtract points for special cases, corrections, or abuse prevention.
Change Tier – promote or demote customers between VIP tiers or remove them from a tier.
These allow quick, accurate control over a customer’s loyalty status right from their profile.
4. Why This Matters
Transparency: Easily track each action behind point changes
Control: Manually intervene when needed
Support Efficiency: Quickly resolve support issues and program misuse
VIP Management: Adjust customer tiers for incorrect placement or special treatment
✅ Tips & Best Practices
When adjusting points, always include a note or reason for the audit history
Use tier adjustments to reward VIP customers manually
Regularly review customers with high point balances or unusual patterns
Use filters (by status, VIP tier, or search) to segment and manage efficiently