Customer Points
You can add or deduct customer points and apply points when you collect payment.
In this guide
- View a customer's points balance and history
- Add or deduct points within the amount limits
- Apply points when you collect payment
Who can do this
Only the Owner and Admins can view and adjust customer points (see Roles & Permissions).
View and adjust points
Open Points in the customer details
In the customer details, click the Points tab 1. It shows the points balance and the 5 most recent entries. Click "View all N points records" to see the full list. Entries for points payments and refunds show which appointment they belong to.
Click Add points or Deduct points and enter the amount
Click Add points 2 or Deduct points, then enter the number of points. If needed, add a note to record the reason. When you're done, the customer gets a notification about the change.
Note
1 point equals 1 unit of the currency set in Settings → General → Currency. Every change is recorded.
Limits on adding and deducting points
- Each addition or deduction must be a positive whole number, up to 99,999 points.
- After you add points, the balance can't exceed 999,999 points.
- You can't deduct more than the customer's current balance.
Common questions
Do points expire?
No. Dolyu doesn't have a points expiration feature.
Can customers check their own points balance?
Yes. Customers can see their points balance in their account on your booking page. They can't add or deduct points themselves.
Can customers use points to pay for appointments?
Yes. When you click Collect on an appointment, select a Payment method:
- Points: Deducts the full amount from the customer's points. This option isn't available if the customer doesn't have enough points.
- Points first, rest in cash: Uses points first, and the customer pays the rest in cash.
- Cash: The customer pays the full amount in cash.
When you collect with points, or with "Points first, rest in cash", the customer's payment notification lists the points used and their remaining points.
Appointments without a customer can only be paid in cash. Canceling an appointment doesn't return points automatically. When you refund, you can select Add to points balance.
How are points different from "Finance records"?
"Finance records" is your own record of income and expenses. It's separate from customer points.
Troubleshooting
| Issue | Cause and fix |
|---|---|
| You can't see "Customers" in the sidebar | You're signed in as a Member. Only the Owner or Admins can view and adjust points |
| Dolyu rejects the points change | The amount is over 99,999 points, would take the balance over 999,999 points, or is more than the current balance. Adjust the amount or split it into smaller changes |