To manage customer loyalty program details, edit the customer and open the Loyalty Program tab. Here you can see the programs a customer has been enrolled in, the purchases for a program, and the program status. You can also add the customer to a program, remove them from a program, or add / remove items from the program. 

Example: customer loyalty program details

Programs are highlighted depending on their status:

Select a program to see its details in the bottom of the window. To see the items purchased toward the program, click the History button.

How to Manually Enroll a Customer in a Program

To manually enroll a customer in a program, click "Add Program." Choose a program from the list and click "Add."

Example: enroll a customer in a program

How to Manually Add or Remove Items

To manually add items to a customer's program, select a program that isn't redeemable yet and click "Add Item." Select the eligible item from the list and choose the quantity of items to add, then click "Add This Item."

Example: add items to a program

To manually remove items from a customer's program, select a program that isn't redeemable yet and click "Remove an Item." Select the eligible item from the list and choose the quantity of items to remove, then click "Remove This Item." 

How to Cancel a Customer's Loyalty Program

To cancel a customer's loyalty program, select the program and click "Cancel Program." Redeemed programs cannot be cancelled.