Who should read this: FBO managers, front desk staff, and customer relationship coordinators responsible for the loyalty program, customer retention, and reward fulfillment.Prerequisites: Customer accounts should be set up in the system before issuing reward cards. See Handle FBO Billing for customer account creation.
The FBO module must be enabled for your workspace. Contact your workspace administrator if you do
not see the FBO section in the sidebar.
Issue a New Reward Card
Manage Points
Earn Points
When a customer makes a qualifying purchase, add earned points to their reward card.Redeem Points
When a customer wants to use their accumulated points, process a redemption.Upgrade a Customer’s Tier
If you want to upgrade a customer’s tier, issue a new card at the higher tier or contact support for tier modification on the existing card.Deactivate a Reward Card
Deactivation permanently disables a reward card. Use this when a customer closes their account, requests removal from the program, or when a card is lost or compromised.Related
Handle FBO Billing
Manage customer accounts and transactions linked to reward card holders.
Manage FBO Campaigns
Create promotional campaigns that drive reward card enrollment and engagement.
Manage FBO Customer Groups
Organize reward card holders into groups for targeted promotions and group discounts.
Use the FBO Point of Sale
Process orders where customers earn and redeem reward points.