Manually Adding or Removing Points

To add points

1. Search for and locate the client.
2. Select the client. Client Points Manager displays.
3. Select Edit.
4. In the Manual Points/Value Adjustment Settings section, select Add.
5. Enter the amount of points to add. The valued at field is automatically filled-in based on the business's points-to-value ratio.
6. Enter the To Be Redeemed By expiration date for the points, and enter the Reason for manual adjustment.
7. When finished, select Save.

To remove points

1. Search for and locate the client.
2. Select the client. Client Points Manager displays.
3. Select Edit.
4. In the Manual Points/Value Adjustment Settings section, select Remove.
5. Enter the amount of points to remove. The valued at field is automatically filled-in based on the business's points-to-value ratio. The To Be Redeemed By field cannot be edited.
6. Enter the Reason for manual adjustment.
7. When finished, select Save.

To undo points that were added

1. Search for and locate the client.
2. Select the client. Client Points Manager displays.
3. Select the History tab.
4. Select Undo/Delete beside the row you wish to delete.
   
5. The delete icon changes to the override icon.
   

Tip: To reapply the points you just removed, select the override icon.