Redeem a Loyalty Reward

Summary

Redeem a loyalty reward correctly so the customer receives the intended benefit and the service flow remains accurate.

Before you begin

• Make sure the correct customer is linked to the order or service flow
• Confirm the customer is eligible for the available reward
• Check that the team understands when the reward should be redeemed
• Make sure the user has permission to apply loyalty actions, if required

Steps

1. Open the active order or customer-linked service flow.
2. Review the customer’s visible loyalty status.
3. Confirm that a reward is available and should be used now.
4. Start the loyalty reward redemption action.
5. Review the effect of the reward before confirming.
6. Apply the reward to the order or service flow.
7. Review the updated result carefully before completing the next step in service or checkout.

Troubleshooting