Transferring Points Between Hub Members


Transferring points between members is a simple process and can be done in either the staff or patient portal. All you need is a member willing to share their points, and at least one other member willing to accept them. Let's jump in!


Option 1: Transfer Points in your Staff Portal

Step 1: Subtract the Points from the Gifter

First, navigate to your first member's account.

Remove points from their account by using the Misc reward item. The trick here is to enter a negative (-) number in the Points field. Entering a negative number will remove those points from the member's points total. Include a comment that explains what you're doing. 

Step 2: Add the Points to the Recipient

Then, add the same number of points to the receiving member using the Misc. reward item. Again, you'll want to write a descriptive comment to clarify why these points were added. 

Step 3: Confirm the Transfer

You can confirm that the point transfer was successful by jumping back to your home page and checking the activity feed.


Option 2: Help Your Patients Gift Points

If a member doesn't have enough points for their order, another Rewards Hub member can gift them the amount they need. 

After the member adds their prizes to their card, they will be given the option to Add an Additional Rewards Card.

When they select this option, they will be asked to provide the login credentials of the user gifting them points. Once that is provided, the requisite number of points will be transferred from the gifter's account to their account so that they can continue to through the checkout process.

Was this article helpful?
3 out of 3 found this helpful
Have more questions? Submit a request
Powered by Zendesk