Awarding points

Points can be given three ways: one client at a time, from the roster, or automatically from an automation.

From a client's profile

1. Open the client from Clients.
2. Find the Rewards card — it shows their balance, their tier and their last five point events.
3. Click Award points.
4. Fill in the dialog:
   • Points — the amount, for example 50.
   • Reason (shown to the client) — required, and they will read it. Thanks for referring a friend is the kind of thing that belongs here.
   • Internal note (optional) — only your team sees this.
5. Confirm.

You get back Awarded 50 points to Jane Smith, using whatever you named your points unit.

From the rewards roster

Faster when you are awarding to several people.

1. Open Clients.
2. Click Rewards in the header — it only appears once your company has a program.
3. The roster opens: Every client's balance. Award or adjust points in place.
4. Search with Search clients… and award from the row.

Automatically, from an automation

Add an Award points step to an automation. It is offered on booking and workspace automations only — a lead has no client attached, so there is nobody to credit.

The step needs two things:

• A non-zero points amount.
• A client-facing reason, same as the manual dialog.

Miss either and the step skips rather than sending, with This step has no valid (non-zero) point amount set or This step is missing the client-facing reason for the points in the run log.

Other skips you may see:

• This company has no rewards program set up yet — points not awarded
• No connected client on this automation to award points to — skipped
• Points can only be awarded on booking or workspace automations

See Booking confirmations and reminders for where to put the step.

Taking points back

Enter a negative amount in the same dialog. The confirmation reads Took 50 points back from Jane Smith.

Clawing someone back below a tier threshold does not re-trigger the celebration if they climb it again later — the current tier is always derived from the live balance.

What the client sees

Clients see a compact rewards strip on your team card in their app, showing their balance and the program name in your own wording. Tapping it opens a detail sheet with the program name, their progress along the tier ladder, and their point history.

When a client crosses a tier threshold, the strip fires a short celebration animation in the app.

Crossing a tier does not send an email, SMS or push notification. The celebration is in-app, at the moment they next look. If you want a client told about a tier, message them — the points event alone will not do it.