Over time, you'll build a long list of customers who are using your Loyalty program. Lightspeed Loyalty helps you track these customers and perform administrative functions such as viewing customer balances, changing a customer's Groups, or manually adding or removing Loyalty points from their account.

Manage Customers

In the Manage Customers section, you'll find a list of all of your customers who have signed-up for your Loyalty program, even if they've never earned any points. You can filter the results by customer-group, search by name, email address, or phone number, or sort your results to see who has the most or least Loyalty points.

You can click on the green info button next to each name which will allow you to view customer details. 

Here you can view the phone number associated with the account and any groups the customer belongs to. 

You can edit this customer's groups by clicking in the Groups box and typing in the group you would like to add them to. 

You can view any one-time rewards this customer has earned by clicking on One-Time Rewards.

Any reward they've been offered will appear with a status of Obtained, Redeemed, or Expired:

• Obtained: The reward has been awarded to the customer, but they have not yet claimed it.
• Redeemed: The customer has been to the store and claimed the reward.
• Expired: The customer did not claim the reward before its expiration date and the reward can no longer be redeemed.

The red X button will delete the record of this reward from the customer's history, which in the case of a reward with an Obtained status will revoke the reward.

By clicking on the Archive Customer tab, you'll have the option to remove a customer from your  Loyalty program. Unlike archiving customers in Lightspeed Retail, archiving customers in Lightspeed Loyalty cannot be undone; the customer will be permanently deleted.

You can export a .csv file containing the full listing of your Loyalty customers by clicking on Export All Customers.

Manually Awarding or Removing Points

Through the Loyalty Manager, you can easily correct any point-balance issues by manually adding or removing points from a customer's account.

Add Points

You can add points to an account by navigating to Customers > Add Points.

1. Enter the customer's email address or phone number in the Username field.
2. Enter the number of points you would like to add to their account in the Points field.
3. Click Add Points.

The new points will appear immediately on the customer's point-balance.

Use Points

You can remove points from an account by navigating to Customers > Use Points.

1. Enter the customer's email address or phone number in the Username field.
2. Enter the number of points you would like to remove from their account in the Use Points field.
3. Click Use Points.

Your customer's point-balance will immediately reflect the loss of points, however no rewards will be awarded.

Manually adding and/or removing points can help correct errors at the register or adjust a point-balance in the case of a returned item.

Groups

In addition to managing customers on an individual basis, you can divide them into groups and customize how your campaigns and rewards will interact with each segment of your customer-base. You can learn more about these options in the Groups section.