1. Access the Client Profile
Go to the Cashier-Facing Loyalty Platform in OneShop.
This can be accessed in various ways:
Through the cashier’s view on a paired tablet during check-in.
Directly from the Client Profile in the OneShop admin portal (select View Loyalty).
2. Check for Non-Integrated Setup
If your system is not integrated with a POS (e.g., Heartland or Lightspeed), you’ll see the Enter Sale option.
For a non-sale point adjustment, select Log Points Without Sale.
3. Adjust Loyalty Points
Enter a positive or negative number to increase or decrease the client’s point balance.
Add Points: Input a positive number (e.g., +25).
Deduct Points: Input a negative number (e.g., -30).
Tip: You don’t need to fill in a transaction number for this adjustment.
4. Confirm and Save
After entering the point adjustment, confirm to update the client’s profile.
5. Permissions and Access Control
This function can be restricted to admins only or enabled for all staff members.
By default, only admins can access this feature, ensuring controlled management of loyalty adjustments.
This guide helps you manage loyalty adjustments easily in OneShop, particularly for non-integrated POS systems, allowing accurate point management without affecting sales data.