Overview
Yes, you can manually adjust customer loyalty points and punches directly from your computer using the Trezoro back-office system. This feature allows business owners and managers to modify customer reward balances for corrections, special promotions, customer service gestures, or error resolution in your Clover POS loyalty program.
When to Manually Adjust Points or Punches
Common scenarios for manual loyalty adjustments include:
Correcting transaction errors - When points weren't properly awarded during a sale
Customer service recovery - Compensating customers for service issues
Special promotions - Adding bonus points for VIP customers or special occasions
Removing fraudulent points - Addressing system errors or policy violations
Account consolidation - Merging balances from duplicate customer accounts
Prerequisites
Before adjusting customer loyalty balances, ensure you have:
Administrative access to the Trezoro back-office system
Access to your Clover dashboard
The customer's account information or contact details
Step-by-Step Instructions to Adjust Points and Punches
Follow these steps to manually modify customer loyalty balances in Trezoro:
Access Trezoro Back-Office: Log in to the Trezoro back-office system from your Clover dashboard.
Navigate to Customer Data: From the left-side menu, select "Customer Data" to view your customer database.
Locate Customer Account: Find and click on the specific customer account you want to edit. You can search by name, phone number, or email address.
Open Adjustment Tool: Click the "Adjust Points and Punches" button on the customer's profile page.
Choose Adjustment Type: Select either "Add" or "Remove" next to the specific balance you wish to adjust (points balance or punch card balance).
Enter Adjustment Details: In the pop-up window:
Add a descriptive comment for your internal records (required for audit purposes)
Enter the adjustment amount using numbers only (do not include + or - symbols, as these are determined by your Add/Remove selection)
Save Changes: Click "Save" to apply the adjustment. The modification will immediately appear in the adjustment history table below the customer's current balance.
Best Practices for Manual Adjustments
Always add comments: Document the reason for each adjustment to maintain clear audit trails
Use specific descriptions: Instead of "adjustment," write "compensation for delayed order on 1/15/24"
Verify customer identity: Confirm you're editing the correct customer account before making changes
Review adjustment history: Check the history table to ensure changes were applied correctly
Train staff appropriately: Limit adjustment privileges to managers or trusted employees
Frequently Asked Questions
Can customers see when manual adjustments are made? Customers can see their updated point balance but typically cannot see the detailed adjustment history or internal comments.
Is there a limit to how many points I can add or remove? None. Adjustment limits depend on customers' purhcased items/history.
Can I adjust multiple customer accounts at once? The manual adjustment feature works on individual customer accounts. For bulk adjustments, contact Trezoro support for assistance.
Will manual adjustments affect my loyalty program reports? No, all manual adjustments don't show as adjustments, but the reflected adjustments already shown in your loyalty program analytics and reports.
Additional Support
For technical issues with the Trezoro loyalty program or questions about managing your Clover POS rewards system, contact Trezoro customer support through your Clover dashboard or visit the Trezoro help center.