--- title: "Customer Profile: Reward Card" description: "Learn how to manage transactions, points, and redemptions in customer profiles for Reward Card–based loyalty programs in Loyally." url: https://help.loyally.ai/en/articles/119-customer-profile-reward-card collection: "Customer Profile" updated: 2026-09-12 language: en --- # Customer Profile: Reward Card Learn how to manage transactions, points, and redemptions in customer profiles for Reward Card–based loyalty programs in Loyally. Learn how to view, manage, and edit customer details for **Reward Card–based loyalty programs** in **Loyally**. From the **Customer Profile**, you can adjust transactions, modify bonus balances, and redeem rewards — all while tracking points and purchase history in one view. * * * ## 🧭 Overview From a Reward Card customer profile, you can: - Add or remove transaction amounts manually - Adjust or correct bonus point balances - Redeem customer rewards directly - Review transaction history and point totals - Track cumulative balances and event details * * * ## 💰 Adding or Removing a Transaction Manually You can manually add or deduct a **Transaction Amount** directly from a customer’s profile. ### ➕ To Add a Transaction 1. Open the customer’s profile. 2. Click the **“+”** icon beside **Transaction Amount**. 3. Enter the **Value** — this represents the transaction amount (e.g., purchase value). 4. (Optional) Enter the **Purchase amount** and a **Comment**. 5. Click **Apply**. ✅ The entered **Value** determines how many points the customer earns, based on your loyalty program settings. For example, if your earn rule is **$10 = 200 points**, entering **$50** will award the customer **1,000 points**. ![](https://staticfiles.gleap.io/ghelparticle/yHFUgHfRWyemksklglGtfiTmZjTi0WA6KHeTn38IL0JPi4twj5TUOivv6TUf1CEbinCeKgtqR7U.png) * * * ### ➖ To Remove a Transaction 1. Click the **“−”** icon beside **Transaction Amount**. 2. Enter the **Value** you want to subtract. 3. (Optional) Add the same amount in the **Purchase amount** field. 4. (Optional) Add a **Comment** for record-keeping. 5. Click **Apply**. 📉 The transaction amount and associated points will be reduced accordingly in the customer’s history. ![](https://staticfiles.gleap.io/ghelparticle/IhRYdcZ8jz4cFTgqcNSBz5vBZM9ZvVflTf6COXo7pxmcUHSgWay7tTHGoIljGA729JOfpuAHcdw.png) * * * ## 🎯 Adding or Removing a Bonus Balance Manually You can manually modify the **Bonus Balance** for a customer — useful for promotional adjustments or correcting errors. ### ➕ To Add Bonus Points 1. Click the **“+”** icon beside **Bonus Balance**. 2. Enter the **Value** — this is the exact number of points to add. 3. (Optional) Enter a **Purchase amount** (it won’t affect the number of points). 4. (Optional) Add a **Comment**. 5. Click **Apply**. ✅ The **Value** you enter is added directly to the customer’s points total — independent of any purchase amount. For example, entering **10** adds **10 points**, regardless of what the customer spent. ![](https://staticfiles.gleap.io/ghelparticle/SSOqSxakayKoELZ3N3BF8ZJCNha8zMaGwnynOgY25VHfURyu5B5bEU1aORN5mWTuUuZ3Kbvj8Cw.png) * * * ### ➖ To Remove Bonus Points 1. Click the **“−”** icon beside **Bonus Balance**. 2. Enter the **Value** (number of points to remove). 3. (Optional) Add a **Purchase amount** or **Comment**. 4. Click **Apply**. 📉 The specified points will be deducted from the customer’s total. ![](https://staticfiles.gleap.io/ghelparticle/ZGd8vbx09ETEGj6ghbAnbj1GkBhphtsKMYQvUmafDbe9C03Bhk2L9AwnTVoPytMwxsiZ7uEnnQ3.png) * * * ## 🏆 Redeeming Rewards You can redeem available rewards directly from the customer’s profile. 1. Click the **edit** (✎) icon beside **Rewards**. 2. A popup will display all rewards the customer is eligible to redeem. 3. Select the desired reward(s) and click **Redeem**. ✅ The redeemed rewards will appear in the customer’s transaction history and reduce their available points accordingly. ![](https://staticfiles.gleap.io/ghelparticle/tOIazwfM7gACOyQbnw0CRyHbAqov22O3bOvd0JkTHpbi5pgQSMC8SWtnshuFY0ZjiT5RvZEkt6R.png) ![](https://staticfiles.gleap.io/ghelparticle/ktaTv4fMFNTQTMSgIDDwqRwBc8TFRs39ebbXQZWrcz3TJPvpQdIfVauPTy9F6OojK0H0YuDzrBd.png) * * * ## 📊 Event Description Each transaction and adjustment is logged in the **Event History** table below the profile. This helps you track how values and balances evolve over time.

Column

Description

Transaction Amount

Shows the value spent during a specific transaction.

Amount Column

Displays the number of points added or deducted (e.g., if 10 points expire, you’ll see “10”).

Balance Column

Reflects the total cumulative transaction or points balance after each update.

* * * ### 🔍 Example - If two transactions were recorded (e.g., 150 + 200), the **Balance column** will show a total of **350**. - The same logic applies to points — if two bonuses of 3,000 and 3,800 were recorded, the balance will display **6,800 points**. This makes it easy to track how each event impacts the customer’s overall loyalty standing. * * * ## 🧠 Summary The **Customer Profile (Reward Card)** in Loyally gives you precise control over how customer rewards are earned, adjusted, and redeemed. You can manage points, track spending, and view every transaction — ensuring an accurate, transparent loyalty record for every customer.