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Customer profile — Gift card

Manage gift card balances, expiration dates, and customer details directly from the customer profile.

Written by Dan. A
Updated this week

Overview

When you open a customer's profile for a Gift card, you can add or remove points from their balance, update card settings, send push notifications, and review feedback — all from your dashboard without needing the Scanner app.


Profile metrics

When you open a customer's Gift card profile, the following metrics are displayed:

  • LTV (Lifetime Value) — Total amount of all purchases since the customer joined the loyalty program

  • Current balance — Points currently available on the card

  • Card status — Whether the card is installed, not installed, or deleted

  • Card expiration date — Can be edited from the profile

  • Card valid from — The date the card was actually installed on the customer's phone

  • Segments — The customer's RFM segment

  • Feedback rating — The customer's feedback score

  • Card serial number — The unique identifier for the customer's card

  • Installed on device — How the card was installed (PWA, Google Wallet, or Apple Wallet)

  • Total visits — Total visits the customer has made

  • UTM — The distribution channel the card was installed through

  • Card issue date — When the card was issued


Adding points

  1. Click the plus (+) icon next to Current balance.

  2. Enter the number of points in the Value field.

  3. Optionally enter a Purchase amount (leave blank if no purchase is being made).

  4. Optionally add a Comment.

  5. Click Apply.

The current balance, LTV, and total visits all increase.


Removing points

If points need to be corrected or deducted after a service:

  1. Click the minus (−) icon next to Current balance.

  2. Enter the number of points to remove in the Value field.

  3. Optionally enter a Purchase amount (leave blank if not applicable).

  4. Optionally add a Comment.

  5. Click Apply.

The current balance decreases. The LTV and total visits remain unchanged.


Changing card status

To delete a card from a customer's profile:

  1. Click the pencil icon next to the card status.

  2. Click the Delete button that appears.

Once deleted, you can remove the customer entirely from your dashboard if needed.

Important: This does not remove the card from the customer's phone. The customer must delete it manually. The card will no longer function even if they keep it on their device.


Modifying card expiration date

  1. Click the pencil icon next to the card expiration date.

  2. Select the new date from the calendar that appears.

The updated expiration date is applied automatically.


Viewing custom fields and personalized links

Click View Custom Fields to see any custom data associated with the customer.

To copy the customer's unique links:

  • Card installation link — Click Copy next to the installation link

  • Referral link — Click Copy next to the referral link


Sending a push notification

  1. Click the Send Push tab.

  2. Select the card.

  3. Optionally schedule the message for a future time.

  4. Type your message and send.

The push notification is sent only to this customer.


Viewing customer information

Click the Information tab to view and edit the customer's personal details.

Note: Changes made here do not affect the original personal information displayed on the card itself.


Viewing customer feedback

Click the Feedback tab to view the customer's feedback history. Filter by day, week, month, year, all time, or a custom date range. Tick Only Comments to view only feedback with written comments.


FAQs

Does removing points change the LTV?

No. When you remove points from the current balance, the LTV and total visits remain unchanged. Only the current balance decreases.

Does adding points change the LTV?

Yes. Adding points increases the LTV and total visits, in addition to the current balance.

Can I top up a gift card balance from the profile?

Yes. Click the plus (+) icon next to Current balance, enter the number of points, and click Apply. This is useful when a customer purchases additional credit.

Does the Gift card have a referral program?

No. Gift cards do not include a referral program. However, you can still copy and share the customer's personalized card installation link.

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