Adding Loyalty Points or Rewards to a Customer’s Profile — Yes, You Can!

If a customer has had a poor experience and you want to make it right, or if you’ve hosted a giveaway and the winner earns extra points toward a free drink, you—as the owner—can easily add Rewards points or update the Rewards Balance on a customer’s profile through your joe Merchant Manager.

Here’s how to do it:

Adding Points or a Balance to a Customer Profile

1. Log in to your manager.joe.codee account via a web browser.
   If you’re using the joe mobile app, tap your Profile Picture in the top right corner, then select Owner Mode to access your Merchant Portal.
2. From the Navigation Menu, select the Customers tab, then choose Customers from the category tabs at the top of the screen.
3. Find the customer by scrolling through the list or by using the Search Bar—enter the customer’s name or phone number.
4. Tap the pencil icon to edit the customer’s profile.
5. To add rewards:
   • Enter a dollar amount under Grant Reward Balance to add a credit they can use at your shop.
   • Or add points under Grant Reward Points to boost their progress toward a free drink.
6. Note: A free drink on joe is valued up to $6 and equals 1,000 points.
7. Don’t forget to Save your changes!

Still Having Issues?

If you’ve followed the steps above and are still experiencing issues, please don’t hesitate to reach out to the Joe Success Team at support@joe.coffee. We’re here to help!