Click any row in the customer list to open their profile. This is where you see everything about a customer's loyalty journey — their balance, activity history, notification preferences, and quick actions.
Summary Cards¶
At the top of the profile, three cards give you a quick snapshot:
| Card | What it shows |
|---|---|
| Actual Balance | The customer's current loyalty points |
| Pushes Sent | Total wallet notifications sent to this customer |
| Clicks | Combined Apple and Google wallet pass taps |
Customer Information¶
Below the summary cards, you'll find the customer's profile details:
| Field | Description |
|---|---|
| Name | First and last name |
| Email address used to register | |
| Phone | Phone number (only shown if available) |
| Tier | Current VIP tier name |
| Verified Status | Whether the customer has confirmed their email — shown as a green "Verified" or gray "Unverified" badge |
| Created At | When the customer joined your program |
Platform Passes¶
Shows how many wallet passes the customer has installed on each platform — Apple Wallet and Google Wallet. This tells you which devices the customer is using and whether they can receive push notifications.
Notification Preferences¶
Each customer can control which wallet notifications they receive. The profile displays five notification types:
- Balance notifications — when their points balance changes
- Location notifications — when they're near one of your stores
- Marketing notifications — promotional campaigns and offers
- Tier notifications — when their VIP tier changes
- Reward available notifications — when a new reward becomes redeemable
Each type shows as active (bell icon) or paused. These preferences are set by the customer from their wallet pass web app — you can see them here but not change them.
Actions¶
Click the More button at the bottom of the customer info card to access quick actions:
Send Loyalty Card
Resends the wallet pass download link to the customer's email. Use this when a customer can't find their original download email or needs to reinstall their wallet pass.
Send Push
Send an individual push notification directly to this customer's wallet pass. You can write a custom message — useful for personal follow-ups or one-off communications.
Update Balance
Manually adjust the customer's points balance up or down. Enter the amount and a reason for your records. For more details, see Adjust Balance.
Event Timeline¶
The right side of the profile shows a chronological activity log of everything that has happened with this customer. Events load in batches — click Load more at the bottom to see older activity.
| Event | What it means |
|---|---|
| Points Added | Points were credited to the customer's balance |
| Points Removed | Points were deducted from the customer's balance |
| Campaign Joined | Customer was added to a campaign |
| Campaign Disjoined | Customer was removed from a campaign |
| Customer Scanned | Wallet pass was scanned (e.g. at Shopify POS) |
| Push Created | A notification was queued for delivery |
| Push Sent | Notification was delivered successfully |
| Push Failed | Notification delivery failed (with reason) |
| Reward Redeemed | Customer used a reward |
| Reward Redeemable | A reward became available for the customer |
| Coupon Assigned | A coupon was given to this customer |
| Customer Tapped | Customer tapped an NFC reader at a location |
| Tier Changed | Customer moved to a different VIP tier (shows previous and new tier) |
Each event includes details like the amount, reason, platform, or campaign name, along with the exact date and time.