Who is this guide for?Admins in the back office, and owners in the Surge app. Points can't be changed at the terminal.
About point changes
Every change needs a reason. It shows in the customer's points history, so anyone who checks the balance later can see why it moved.
Check a balance
In the back office, go to Customers and click the customer. Their balance is in the figures at the top, under your program's name. The card below lists every point earned, spent and adjusted. In the Surge app, tap Customers, then the customer, and look at the Rewards card.
Change a customer's points
- Go to Customers and click the customer.
- Find the card with your rewards program's name.
- In Change by, type the number of points. Use a minus sign to take points away, for example -20.
- Type a Reason.
- Click Apply. The change appears in the history as Adjusted by hand.
- Tap Customers and tap the customer.
- In the Rewards card, tap Adjust points.
- Choose Add points or Remove points.
- Type the Points and a Reason.
- Tap Add points or Remove points to save. The new balance shows.
Related guides
Still stuck?
info@surgeups.comEmail us your business name and what you were trying to do.