Navigate to your Member's Profile > Add Points Tab
Once you navigate to your member's profile, click on the Add Points tab, and check all the items for which you would like to award them points.
You can also add comments that your members and other staff will see by clicking the document icon.
These comments can be useful for various reasons, including:
Documenting referrals (in case they didn't come in via Referral Manager)
Referencing a member's next appointment
Preventing points from being awarded multiple times for the same reason
Providing a great member experience!
Using the Miscellaneous Points Option
If you would like to award points for a reason not already listed in the Reward Menus, simply use the Misc. option at the bottom. Enter the reason for the points, and then the number of points you would like to award.
If you're a staff member, an admin may need to approve these miscellaneously added points before they show on the patient's profile.
When your members receive points, this is what it looks like on their end! NOTE: We recommend all Admin and Staff update their profile to include a photo!
