# Manage the loyalty program

To manage the loyalty program, start with customer access and a confirmed customer identity before changing profile, credit, points, or promotions. In Admin, review loyalty KPIs, search member, review points, and review redemption. Collect only necessary customer data and verify consent, balances, eligibility, and expiry before changing credit, loyalty, or promotions.

Canonical URL: https://admin.tajergo.ae/help/articles/admin/loyalty/
Article ID: loyalty
Surface: Admin
Category: Customers and loyalty
Last reviewed: 2026-09-06

## Before you start

- Customer access and a confirmed customer identity before changing profile, credit, points, or promotions
- Search first to avoid duplicate customers and verify branch, dates, balances, and limits

## Steps

1. Open /loyalty and confirm the branch and reporting range before reading program KPIs.
2. Search the Members view for the correct customer, then open the recorded points and redemption history.
3. Review cashback and punch-card views separately; each program reports its own balances and activity.
4. Change only settings exposed by the current loyalty page and verify the saved state before expecting POS behavior to change.

## Expected result

Loyalty KPIs, members, cashback, and punch cards show their own scoped records. A supported settings change persists explicitly; viewing points or redemptions does not alter the member balance.

## Permissions

- The Loyalty route requires loyalty.read; any supported settings or balance mutation keeps its stronger operation-specific authorization.

## Troubleshooting

### A member or loyalty balance is missing.

Confirm the customer identity, branch, program view, and available activity before creating or correcting anything. Points, cashback, and punch cards are separate records and should not be combined.

### A settings change is not reflected.

Reopen the same loyalty view and verify the saved state before testing POS. Do not adjust a customer balance to compensate; report the program, branch, field, old value, intended value, and time.

## Related articles

- [Manage customer records](https://admin.tajergo.ae/help/articles/admin/customers.md)
- [Manage Khata customer credit](https://admin.tajergo.ae/help/articles/admin/khata-credit.md)
- [Create and manage promotions](https://admin.tajergo.ae/help/articles/admin/promotions.md)