Manage Member Transactions

There are several different reasons why a Member may reach out for support with their transactions. Some common examples are:

• Member did not sign-in or forgot to provide their phone number before completing their order.

• Member used the incorrect phone number when checking out.

• Member was not logged into their account while mobile or online ordering.

In this article, you will learn how to view and manage Member transaction events and their associated points.

Link a Transaction

Members sometimes forget to enter in their phone number at the time of their purchase and would like to claim their earnings post-transaction, for this, you can link a transaction to the Member.

1. Navigate to Support / Events.

2. Use the filters to find the specific transaction.
   Note: Selecting one day and the store location of the transaction are always required at minimum to filter through the events.

3. Once you’ve located the transaction, click Manage / Link

4. Enter in the Member phone number to be linked to the transaction and click Link.

Transfer a Transaction

In some cases, the wrong transaction was claimed or a Member wants to transfer their transaction to a different account, for this you can transfer the transaction to a new Member.

1. Navigate to Support / Events.

2. Use the filters to find the specific transaction.
   Note: Selecting one day and the store location of the transaction are always required at minimum to filter through the events. The transaction must already be assigned to a Member in order to be transferred.

3. Once you’ve located the transaction, click Manage / Transfer

4. Enter in the new Member phone number to transfer the transaction to and click Transfer.

Unlink a Transaction

If the wrong transaction was claimed, you can unlink the transaction from a Member, making the transaction claimable again.

1. Navigate to Support / Events.

2. Use the filters to find the specific transaction.
   Note: Selecting one day and the store location of the transaction are always required at minimum to filter through the events. The transaction must already be assigned to a Member in order to be unlinked.

3. Once you’ve located the transaction, click Manage / Unlink

4. Review and confirm by clicking Unlink.

View a Transaction

View the details of a transaction — line-items, discounts, etc.

1. Navigate to Support / Events.

2. Use the filters to find the specific transaction.
   Note: Selecting one day and the store location of the transaction are always required at minimum to filter through the events.

3. Once you’ve located the transaction, click Manage / View.