Customer Profile: Multipass Card

Learn how to view and manage customer details from their profile when using Multipass Cards in Loyally.

The Customer Profile lets you track available and redeemed visits, adjust visit counts, manage bonus balances, update card details, and send personalized notifications — all in one place.

Overview

From a customer’s Multipass profile, you can:

• View detailed visit and balance statistics

• Add or subtract visits and bonus points

• Correct entry errors

• Manage card status and expiration

• Copy installation and referral links

• Send push notifications directly to that customer

• Review feedback, device information, and segmentation data

Profile Overview

Each customer’s profile displays key loyalty data for quick reference:

Adding Visits

You can manually increase a customer’s available visits directly from their profile.

To Add Visits

1. Open the customer’s profile.

2. Click the “+” icon beside Available Visits.

3. In the popup window, enter:

   • Value → Number of visits to add.

   • Purchase amount (Transaction amount) → The total purchase value associated with these visits.

   • Comment (optional) → Add context for the change.

4. Click Apply.

When you apply the change:

• Available visits increase.

• Visits sold increases.

• LTV also increases (if a purchase amount is entered).

Subtracting Visits

If extra visits were added by mistake, you can easily remove them.

1. Click the “−” icon beside Available Visits.

2. Enter the Value (number of visits to remove).

3. (Optional) Enter a Purchase amount if the correction should affect LTV.

4. (Optional) Add a Comment for reference.

5. Click Apply.

Once applied:

• The number of Available Visits decreases.

• The number of Redeemed Visits also adjusts automatically.

• LTV only changes if a purchase amount was entered.

Adjusting Bonus Balance

You can manually add or remove bonus points for the customer.

To Add Bonus Points

1. Click the “+” icon beside Bonus Balance.

2. In the popup:

   • Value → Number of bonus points to add.

   • Purchase amount (Transaction amount) → Optional; affects LTV if entered.

   • Comment (optional) → Add notes if needed.

3. Click Apply.

The Bonus Balance will increase immediately.
If a purchase amount is entered, LTV will also increase.

To Remove Bonus Points

1. Click the “−” icon beside Bonus Balance.

2. Enter the number of points to remove.

3. (Optional) Enter a Purchase amount (Transaction amount) if you want to adjust LTV.

4. (Optional) Add a Comment.

5. Click Apply.

The points will be deducted from the customer’s balance.
If a purchase amount is entered, LTV will adjust accordingly.

Tip:
Use bonus adjustments carefully — these changes affect customer totals and are logged in transaction history.

🪪 Managing Card Details and Status

This section shows detailed information about the customer’s Multipass card.

To Change Card Status

1. Click the pencil icon beside Status.

2. Click Delete when the button appears.

3. Confirm the deletion.

You can only delete a customer from your list once their card status is changed to Deleted.

To Modify Card Expiration Date

1. Click the calendar icon beside Card Expiration Date.

2. Choose a new date from the calendar.

3. Confirm the change.
   The new expiration will appear instantly in the profile.

Viewing Custom Fields and Personalized Links

You can access and copy the customer’s unique card links directly from their profile:

• Card Installation Link → Click Copy to resend or share the card link.

• Referral Link → Click Copy to share the customer’s personal referral link.

These links are unique for each customer and can be used for reinstallation or referrals.

Sending Personalized Push Notifications

You can send a push notification directly to an individual customer from their profile.

1. Open the Send Push tab.

2. Select the card to send from.

3. (Optional) Schedule the message.

4. Enter your message content.

5. Click Send.

The message will be delivered only to that customer’s device.

Information Tab

The Information tab displays the customer’s personal and registration details:

• Full name, phone number, and email address

• Registration and issue dates

• Contact and device details

You can also update personal information here.
(Note: Changes made in this section will not affect the card’s stored personal data.)

Feedback Tab

Use the Feedback tab to view and filter customer feedback.

You can:

• Filter by day, week, month, year, all time, or a custom period.

• Enable Only comments to display feedback that includes written messages.

This helps you monitor satisfaction and follow up with engaged customers.

Summary

The Customer Profile (Multipass Card) view provides a detailed overview of each customer’s visit and bonus history.
You can manage visit balances, adjust bonus points, track LTV, and communicate directly with customers — all from a single interface.