Overview
When you open a customer's profile for a Reward card, you can add or remove transaction amounts, manage bonus points, redeem rewards, and view detailed transaction history — all from your dashboard without needing the Scanner app.
Profile metrics
When you open a customer's Reward card profile, the following metrics are displayed:
LTV (Lifetime Value) — Total amount of all purchases since the customer joined the loyalty program, calculated from the purchase sum of visits
Spend — The customer's total spend amount
Reward program type — The earning mechanic configured for this card (Spend, Visit, or Points)
Bonus balance — Current point balance on the card (can be adjusted with +/− buttons)
Transactions amount — Cumulative transaction total (can be adjusted with +/− buttons)
Last available reward — The most recent reward the customer has unlocked
Last redemption date — Date of the most recent reward redemption
Card status — Whether the card is installed, not installed, or deleted
Card expiration date — Can be edited from the profile
Segments — The customer's RFM segment
Feedback rating — The customer's feedback score
Points earned by referral program — Points earned through referrals
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
Custom fields — Any additional fields the customer filled in during card installation
Promotions — Any active promotions applied to this card
Adding or removing transaction amounts
Transaction amounts determine how many points a customer earns based on your spend program rules.
Adding a transaction amount
Click the plus (+) icon next to Transaction amount.
Enter the amount in the Value field.
Click Apply.
Note: The value entered determines how many points the customer earns based on your spend rules. For example, if your program is set to $10 = 200 points, entering $50 awards the customer 1,000 points.
Removing a transaction amount
Click the minus (−) icon next to Transaction amount.
Enter the amount to deduct in the Value field.
Click Apply.
Adding or removing bonus points
Bonus points are added directly to the customer's balance, independent of your spend rules.
Adding bonus points
Click the plus (+) icon next to Bonus balance.
Enter the number of points in the Value field.
Enter the Purchase amount.
Click Apply.
Note: The number entered in the Value field is the exact number of points the customer receives, regardless of the purchase amount. For example, entering 10 gives the customer exactly 10 points, no matter what they spent.
Removing bonus points
Click the minus (−) icon next to Bonus balance.
Enter the number of points to remove in the Value field.
Enter the Purchase amount.
Click Apply.
Redeeming rewards
To view and redeem available rewards from the customer's profile:
Click the Edit button in the rewards section.
The rewards the customer is eligible to redeem are listed.
Select the reward to redeem and confirm.
You can also view previously received rewards from this screen.
Understanding the transaction history
The transaction history at the bottom of the profile tracks every action on the customer's card. Each row includes:
Transaction amount — The value spent during that specific transaction
Amount column — The number of points added or deducted. For example, if 10 points expire, "10" appears here
Balance column — The cumulative transaction total after each transaction. For example, if two transactions of $170 each were recorded, the balance column shows 340
The points history works the same way — the balance column shows the cumulative remaining points after each transaction, helping you track how many points are still available. For example, two bonuses might result in a final balance of 6,800 points.
Changing card status
To delete a card from a customer's profile:
Click the pencil icon next to the card status.
Click the Delete button that appears.
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
Click the pencil icon next to the card expiration date.
Select the new date from the calendar that appears.
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
Click the Send Push tab.
Select the card.
Optionally schedule the message for a future time.
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
What's the difference between adding a transaction amount and adding bonus points?
Adding a transaction amount awards points based on your spend rules (e.g., $10 = 200 points). Adding bonus points credits the exact number you enter, regardless of the purchase amount. Use transaction amounts to simulate purchases; use bonus points for manual adjustments or bonuses.
Can I redeem rewards from the customer's profile?
Yes. Click the Edit button in the rewards section to see which rewards the customer is eligible for and redeem them directly.
How do I read the transaction history?
Each row shows what happened (points added, deducted, or expired) and the running balance after that action. The Amount column shows the change, and the Balance column shows the cumulative total.
What happens when points expire?
Expired points appear in the transaction history as a deduction. The Amount column shows how many points were removed, and the Balance column updates to reflect the remaining total.