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How do I add rewards points to a client account?

To manually add rewards points to a client account in your AXLE portal:

  1. Navigate to the Rewards Program:
    • On the left-hand side of your portal, locate the black toolbar.
    • Scroll down to CRM and select Rewards Program.
  2. Enter Points Manually:
    • Click Manual Entry.
  3. Fill Out the Form:
    • Complete the required fields, including client details and points amount.
    • Set the Type toggle to Earn.
  4. Submit the Points:
    • Once the form is filled out, click Submit to add the points to the client’s account.

This process ensures that rewards points are accurately credited to the client’s account.

Updated on December 6, 2024

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