View and manually add transactions to a loyalty member’s account.

How to Access Member Information

First search for a member on the Member Search tab, then select the View icon in the record displayed in the Member Results to access a member's information.

Member Transactions View

Member Transactions are displayed in a tab below the Member Information section.

Add a Transaction

Select Add Transaction (Admin users only).

Enter information in the Add Transaction editor. Fields with asterisks are required.

Transaction Reason

Select a reason for the transaction from the drop-down list. See Transaction Reasons for information about editing reasons. 

Points

Add or deduct points using the arrow keys or enter the number directly. Use the negative symbol (-) before the value to deduct points from the account.

Expiration Date

Click the calendar icon to select a date or enter it manually in this format: mm/yyyy.

Corporate vs. Hotel

Select whether the transaction should be associated with the corporate entity or a specific hotel. If you select Hotel, choose the specific hotel from the drop-down list.

Internal Comments

Enter internal comments.

Comments to Guest

Enter comments for the member.

Send Email to Member

Check this box to notify the member of the transaction.

Add Comments to Email

Check this box to be able to add comments to the member in the email message.

BCC

Send a blind copy of the email to another email address.

Save

Select Save to update the information.