The Customers section is where you'll find everyone who has joined your loyalty programme.
This guide shows you how to look someone up, update their details or balance, send them their card again, and remove a customer if you need to.
Find a customer
Go to Customers in the sidebar. You'll see everyone who has signed up, with their ID, name, email, phone number, card, balance and the date they joined.
To find someone quickly, use the search bar, for example with their email. Use the dropdown on the right to show only the customers on one card.
💡 Good to know: The list is ordered by sign-up date and can't be re-sorted. If you'd like to sort your customers another way, export the list and sort it in Excel or Google Sheets. See How to export your customer and transaction data.
See a customer's details and history
Click a customer's ID to open their profile. You'll see their contact details, birthday, current balance and full transaction history.
In the transaction history, you'll see types such as:
SCAN: Stamps, points or credit earned
REDEEM: A reward redeemed
UPGRADE: The customer moved up to a higher tier
Referee and Referrer: Rewards from your Referral Program
The By column shows which team member made each transaction. It's handy if you ever need to check who added stamps or redeemed a reward.
💡 Tip: Customer lost their card or didn't add it to their Wallet? Click Send Pass by Email on their profile to send it to them again.
Update details or correct a balance
Click the pencil icon next to the customer to open Edit Customer.
Update what you need: name, email, phone, birthday, marketing consent, balance, answers to your custom questions, or the card's expiry date (change it, or clear it so the card doesn't expire).
Click Save.
When you change a balance, the customer gets the usual notification on their card. Other changes can take a day or two to show on the card in their Wallet.
💡 Tip: If a customer's card has expired and won't scan, open Edit Customer and give them a new expiry date, or clear it.
💡 Good to know: Customers can't change their own details, and signing up again with the same email doesn't update them. If a customer asks you to fix a typo in their name or phone number, edit it here.
Add customers yourself
Have a customer at the counter who'd rather not fill in the form themselves? Open your sign-up form and fill it in for them. Then open their profile and use Send Pass by Email so they can add the card to their Wallet.
Need a bulk import of a customer base you already have? Contact support through chat.
Export your customers or transactions
Need a spreadsheet of your customers, or a report of every scan and redemption? Click Export in the Customers section.
For what's in each export and tips on using it, see How to export your customer and transaction data.
Delete a customer
Click the bin icon on the right of the customer's row.
Confirm in the prompt.
⚠️ Please note: Deleting a customer is permanent and can't be undone. If they sign up again later, they'll join as a new customer with a fresh balance.
Need a hand?
We're here to help!
If you have any questions about your customers, reach out to us via live chat inside Loyaltify, or use the chat button at the bottom right of this page. Our team will be happy to help.