Manage the labels used to categorize manually made transactions in Member Information > Member Transactions.

Select the Loyalty Setup Tab

Select the Loyalty Setup tab from the main navigation.

Add a Reason

Select the Transaction Reasons tab, then select +Add Reason.

Edit a Reason

Select the Edit icon to edit an existing reason.

Transaction Reason Details

A blank window will open when you add a new transaction reason, while a window with existing transaction reason details will open when you select to edit a transaction reason. Fields with asterisks are required.

Code

Enter a three letter reason code.

Reason Name

Enter a name for the reason, for internal use.

Save

Select Save to save and update transaction reason.