Find a customer
In Customers, search by name or email. If the customer is missing, choose Add customer and select them from Shopify.
The summary shows their balance, VIP tier and birthday. View in Shopify opens their Shopify profile.
Review their program activity
- Timeline: earnings, rewards, refunds, adjustments and other events. Some earlier activity may not appear in the timeline.
- Points expiry: upcoming expiries and non-expiring points. Open details for remaining points.
- VIP: membership information and qualification details when available.
- Referrals: participation and outcomes.
See Activity and customer history for historical coverage and investigation guidance.
Adjust points
- Open Actions → Add points or Remove points.
- Enter the points and a clear reason.
- Review and confirm the adjustment.
Balances cannot go negative. Adjustments and reasons remain recorded. Review any pending adjustment before making another.
Check the original refund or reward outcome before correcting a balance. Redemption review explains uncertain issuance.
Change a birthday
With a birthday rule configured, choose Actions → Change birthday. The rule determines whether a year is required. Saving does not award points immediately.
Change a VIP tier
After VIP launches, open the customer and choose Actions → Change tier. Select an active tier, including the base tier, or choose Automatic. Review and confirm the change.
Manual membership stays in the selected tier without a scheduled expiry or next-tier progress. Spending continues to count. Manual changes grant no tier-entry gifts.
Choose Automatic to return the customer to qualification based on spending. If you retire their manually selected tier, the customer returns to Automatic.