Adding a Visit \ Points to a User

Adding a visit or money\points amount to a user who hasn't scanned

If a customer has not scanned his app while at the store, and you want to add a visit to his counter:

Click on "Advanced Settings" on the bottom left bar of the portal, and then go to "Customers"

Customers tab on the left of the dashboard

Then you look up the customer via their e-mail or phone number - you'll find the customers card, with the Add a visit / Payment button at the bottom:

Once you open it a sub-menu will open up, allowing you to enter the details:

• Location of visit (which branch)

• Purchase amount

• Purchase Identifier (usually a receipt number - this can be anything, e.g. 'test', '1', it doesn't matter)

• Time of Visit (date)

Click on Add a Visit / Payment - in the Timeline Activity below, you'll see the order that was added. According to the points ratio that was set, the points will be added (e.g. if the points ratio is 1 point for every $1 spent, $50 would convert to 50 points)

Notice: Adding a visit to a user will not trigger Cashback, only add value for the next Cashback event. Cashback event is only triggered through an online order or scanning at the store.