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.
Note
Your company's configuration determines which tabs are present in the Loyalty Setup tab.
Your company's configuration determines which tabs are present in the Loyalty Setup tab.
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.
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