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Manage custom rewards points
Manage custom rewards points
Updated over 3 weeks ago

You can create custom actions for your rewards program to give clients more ways to earn rewards points at your business. Unlike regular actions that automatically grant rewards points, clients must request the rewards points for the custom actions they complete, which must then be approved by a staff member from the leaderboard or the client’s profile.

Note: To manage custom rewards, your rewards program must be activated by setting the ACTIVATE REWARDS option to ON.

Create, modify, or remove a custom rewards category

To create, modify, or remove a custom rewards category, complete the following:

  1. Click the App Drawer button then click View All > Rewards.

  2. On the Enable Points page, create, modify, or remove a custom rewards category:

    • To create a new category:

      1. Scroll to the bottom of the page and click Add Custom Category.

      2. In the New Category Name field, enter the category name, then click the Confirm button

      3. To enable the category, set the ON/OFF option to ON.

    • To rename a category:

      1. Find the category you want to rename and click the Edit button

      2. Enter the name of the category, then click the Confirm button

    • To rearrange a category:

      1. Find the category you want to rearrange, then click the Up button or Down button to move the category up or down in the list.

    • To remove a category:

      1. Find the category you want to remove, then click the Remove button

      2. In the confirmation popup, click OK.

Create or modify a custom reward action

To create or modify a custom reward action, complete the following:

  1. Click the App Drawer button then click View All > Rewards.

  2. Find the custom rewards category for which you want to create or modify a custom action. Be sure the option below is set to ON so you can begin creating custom reward actions.

    1. Click Add to add a new reward action.

  3. Enter the number of points to be awarded for completing the action and a name for the custom action.

  4. To limit the number of rewards points a client can receive for the custom action:

    1. Next to the custom action, click the More button and select Add Maximum Cap.

    2. In the MAX field, enter the maximum number of rewards points a client can earn.

    3. In the list, select All time, Daily, Weekly, Monthly, or Yearly to determine the frequency that clients can earn rewards points for the custom action.

  5. To allow clients to request rewards points for the custom action from the Client Portal:

    1. Next to the custom action, click the More button and click Turn on Client Access.

  6. Your changes are saved automatically.

Remove a custom reward action

To remove a custom reward action, complete the following:

  1. Click the App Drawer button then click View All > Rewards.

  2. Hover over the custom action that you want to remove and click Delete.

  3. In the confirmation popup, click Delete.

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