View Customer Loyalty Status

Summary

View customer loyalty status so your team can understand whether a customer has available loyalty progress or rewards before or during service.

Before you begin

• Make sure the customer is correctly identified in Selio
• Confirm the business already has loyalty rules enabled
• Use the correct customer profile before checking loyalty status
• Make sure the team verifies customer identity before applying any reward

Steps

1. Open the customer profile or service flow connected to the customer.
2. Review the loyalty section for that customer.
3. Check the visible loyalty status or reward context.
4. Confirm whether the customer currently has anything available to use.
5. Use the loyalty information to guide the next service or checkout step.
6. Review the order carefully before applying any reward.
7. Return to the profile or order flow once the status check is complete.

Troubleshooting