Support Center

Transferring Points Between Accounts

Last Updated: Oct 28, 2016 04:04PM PDT
If a customer changes their email address in the point of sale system and doesn't do so in their Perkville account as well, points will go to a new Perkville account under the new email address. It may be necessary to combine points. 

A customer can combine their Perkville accounts on their own by going to their email settings in Perkville

To move points between accounts on the business side, use the following steps: 

1) On the Dashboard, choose "Customers" either from the My Business dropdown, or from the left side menu. 



2) Enter your customer's email address that you would like to deduct points from, and click "Filter by Email". Click on the customer's name. NOTE: If a customer has not registered their account the name will show as "Pending". 



3) Click on the "Redeem points" button. 




4) In the window that pops up, choose the location, "Point Adjustment = -1 points", and how many points to remove. We also strongly recommend you leave a note for why the points are being removed. Click "Save". 



5) Next go to the account which you wish to add points to by following step 2 again. Click on "Give Points". 



6) In the window that pops up, choose the location, "Point Adjustment = +1 points", and how many points to give. We also strongly recommend you leave a note for why the points are being added. Click "Save". 



NOTE: Transferring points through this method should be done only after the customer has started using their new email address at the business, and the old email address is no longer being used. 

You can also contact the Support team at support@perkville.com to merge the two accounts if you encounter any issues. 

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