Customer Details

The Customer Details page provides a complete overview of a loyalty program member. From this page, administrators can view customer information, monitor loyalty points, assign rewards, and review transaction history.

Opening Customer Details

To open a customer profile:

1. Navigate to the Customers page in the Loyalty module.
2. Locate the desired customer in the table.
3. Click View in the Actions column.

The system opens the Customer Details page for the selected loyalty member.

Customer Profile Overview

At the top of the page, the customer profile displays basic information about the loyalty member.

Displayed information includes:

• Customer Name
• Phone Number
• Email (if available)
• Join Date

This section helps identify the customer and confirm their loyalty program membership.

Loyalty Summary

The loyalty summary cards provide key metrics about the customer’s engagement with the loyalty program.

Current Points

Displays the number of available loyalty points the customer can currently redeem.

Lifetime Points

Shows the total number of points earned by the customer since joining the loyalty program.

Tier

Displays the customer’s current loyalty tier, such as:

• Bronze
• Silver
• Platinum

Tiers represent the customer’s engagement level and benefits within the loyalty program.

Adding Points

Administrators can manually add points to a customer’s account.

To add points:

1. Click Add Points.
2. Enter the Purchase Amount.
3. Points will be calculated automatically based on the configured earning rules.
4. Click Confirm to apply the points.

This feature is typically used when a purchase occurs outside automated tracking.

Redeeming or Assigning Rewards

Administrators can grant rewards directly to customers from the profile.

To assign or redeem a reward:

1. Click Redeem / Assign Reward.
2. Select the reward from the dropdown list.
3. Optionally add notes.
4. Click Confirm.

This allows staff to manually provide rewards to customers.

Transaction History

The Transaction History section displays all loyalty-related activities associated with the customer.

Information shown includes:

• Date – When the transaction occurred
• Type – The action performed (e.g., earn, redeem)
• Description – Details about the transaction
• Points – Points added or deducted

This section provides a full record of the customer’s loyalty activity.

Navigating Back

To return to the customer list:

1. Click Back to Customers at the top of the page.

This returns you to the main Customers page.

Why the Customer Details Page Matters

The Customer Details page helps teams:

• Monitor individual customer loyalty activity
• Manually adjust loyalty points
• Assign or redeem rewards
• Review transaction history
• Manage customer engagement within the loyalty program

This page provides complete visibility into a customer’s loyalty participation.