🗂 Managing Customers in Casa Loyalty

The Customers section of your Casa Loyalty dashboard gives you a clear, organized interface to view and manage your members, track their points, and take action when needed—from updating balances to assigning VIP tiers.

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1. Access the Customers Page

From your Shopify Admin, open Casa Loyalty, and click Customers in the left-hand menu. You’ll see a list of all customers who have interacted with your loyalty program:

Click the blue email link to drill down into an individual customer account.

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2. View Full Customer Profile

When you click on a customer’s email, you enter their profile page, which includes four tabs: Points, Referrals, VIP, and Rewards.

🪙 Points Tab

Shows the customer’s loyalty point history with date, action, and the points earned:

🔁 Referrals Tab

View customer referrals. Filter between Completed and Pending referrals. No referrals recorded? You’ll see a message signaling “No referrals yet,” and you can use filters or search to explore further.

🏅 VIP Tab

Displays the VIP tier the customer belongs to and their tier start date. If not yet a VIP, it will show “No VIP tier.”

🎟 Rewards Tab

Shows when the customer has redeemed rewards—like coupons, free products, or discounts. (If empty, the customer hasn't redeemed any rewards yet.)

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3. Adjust Points & Change VIP Tier

Two powerful action buttons are always visible at the top of the profile:

• Adjust Balance – manually add or subtract points for special cases, corrections, or abuse prevention.

Change Tier – promote or demote customers between VIP tiers or remove them from a tier.

These allow quick, accurate control over a customer’s loyalty status right from their profile.

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4. Why This Matters

• Transparency: Easily track each action behind point changes
• Control: Manually intervene when needed
• Support Efficiency: Quickly resolve support issues and program misuse
• VIP Management: Adjust customer tiers for incorrect placement or special treatment

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✅ Tips & Best Practices

1. When adjusting points, always include a note or reason for the audit history
2. Use tier adjustments to reward VIP customers manually
3. Regularly review customers with high point balances or unusual patterns
4. Use filters (by status, VIP tier, or search) to segment and manage efficiently

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Updated on: 30/05/2026