💲Customers profile: discount card

LTV indicator in the card user profile. For a cardholder, LTV represents the total amount of all their purchases since they joined the loyalty program (from the moment their loyalty card was issued). It is calculated as the purchase sum from visits — the same value used as revenue in ROI statistics.

Add/Deduct Client Amount

Transaction amount can be added or deducted in the client’s profile

If you click the + icon a pop up appears asking how much increase balance and if the - icon, how much decrease balance.

Value: Enter the same figure as the Purchase Amount field under value. The system uses this to calculate the exact discount value based on the card setup. For example, if a card gives 1% back and you enter $50, the system calculates and applies 0.50 discount.

Purchase Amount: Enter the monetary value associated with the transaction, whether it's the value of a purchase, a refund, or any relevant financial adjustment.

After filling in the details, click Apply to save the changes.

If it’s an addition, the system shows it as a discount amount. If it’s a subtraction, it appears as a refund of the amount spent.