Knowing how many points a customer has helps you offer the right reward at the right moment. In CRMit you can look up any customer's loyalty balance, see how they earned it and make an adjustment if you need to. Here is how.
From the CRMit menu on the left, open Loyalty and choose Loyalty Balances. This lists customers and the points they hold.
Use the search to find the customer you want. You can type their name to jump straight to their record.
Read off how many points the customer currently has. This is what they have available to redeem.
Look through how points were earned and redeemed over time. This is useful if a customer queries their balance.
If a balance needs correcting, for example a goodwill gesture or fixing an error, make an adjustment so the total is right.
Tip: Check a balance before offering a reward. It saves an awkward moment if a customer does not have quite enough points yet.
Once you know a customer's balance, you can reward them or set up your program the way you want.
Book a quick demo and we will show you how loyalty balances work across the till and your customer records.