> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/loyalty-overview/reward-remove-loyalty-points.md).

# How to Reward or Remove Loyalty Points

Members earn points automatically when they complete a [loyalty activity](/products/control-panel-overview/loyalty-overview/setup-loyalty-program.md). You can also **reward points manually** — for an activity completed offline, a goodwill gesture, or a correction — and control whether those points are approved.

### Before you begin (Prerequisites)

* **Permissions**: Administrator or Supervisor. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md).
* **Loyalty Program & Activities**: A loyalty program and at least one activity must already exist. See: [How to Set Up a Loyalty Program](/products/control-panel-overview/loyalty-overview/setup-loyalty-program.md).

### Reward points manually

1. Open the **Reward Points** form — from the **Reward Activity** page, click **REWARD POINTS**.

> **Note (Pro Dash):** Open it directly via **REWARD > Loyalty > Issue Points**.

2. On the **Find a person** screen, search under **Assign this to** by name or email, select the member, and click **USE THIS PERSON**. If they are not in the CRM yet, click **REGISTER NEW PERSON**.
3. On the **Reward Points** form, complete the fields:

| Field                                                   | What to enter                                                                                |
| ------------------------------------------------------- | -------------------------------------------------------------------------------------------- |
| **Select Activity** *(required)*                        | The loyalty activity these points are for.                                                   |
| **Enter Number of Points** *(required)*                 | The number of points to reward.                                                              |
| **Date Rewarded**                                       | The date the points were earned.                                                             |
| **Additional Data**                                     | Optional reference (e.g., actual date earned or invoice number). **Viewable to the member.** |
| **Add Notes**                                           | Optional notes — **viewable only by your internal team**.                                    |
| **Select the business where these rewards were earned** | Optional — search business profiles.                                                         |
| **Select Status**                                       | The points status (e.g., **Approved**).                                                      |

4. Click **REWARD**.

> You can also start this form from the **Reward Activity** page (below) using its **REWARD POINTS** button.

### Review recent point activity

The **Reward Activity** page lists every points award under **Points Rewarded**.

> **Note (Pro Dash):** Navigate to **REWARD > Loyalty > Recent Activity**.

Each row shows the **Date Rewarded** (and expiry), **Customer**, **Activity**, **Points**, **Status**, a running **Total**, and an **Edit** action. Use **Filter Points** to narrow by date range, customer type, activity search, status, and sort order, then click **APPLY**.

> You can also open a member's point activity from their **CRM profile**: the **TOTAL POINTS** tile shows their current balance — click it to open their Reward Activity log.

### Adjust or remove points

1. On the **Reward Activity** page, click the **Edit** (pencil) icon on the award you want to change.
2. On the **Update Points Earned** page, change the **Total Points Earned** and/or the **Status**, and add **Notes** if needed.
3. Click **UPDATE**. Points are automatically adjusted according to your changes.

### Monitor point balances

The **Member Point Status** report shows where every member's points stand.

> **Note (Pro Dash):** Navigate to **REWARD > Loyalty > Balance Report**.

Each row shows the member's **Current Points** (with the last-updated date), **Total Earned**, **Total Denied**, **Total Missing**, and **Total Pending**. Use the **Filter** to sort or narrow by current-points range, total-earned range, and result count, then click **APPLY**.

### What Happens Next

* Approved points are added to the member's balance and appear on the **Member Point Status** report.
* Members continue to earn points automatically as they complete loyalty activities.

*Last updated: 2026-06-12*


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