HomeSelio LoyaltyView Customer Loyalty Status
Reviewed by: Selio Support Team
Last updated: May 15, 2026
Summary
View customer loyalty status in Customer Directory, customer profiles, and checkout so staff can confirm eligibility and redeemable rewards.
Before you begin
- Confirm the customer profile is correct before reading loyalty status
- Search or select the customer if your role allows it
- If search is not available, scan the customer ID or use the phone number flow supported by the business
- Treat the loyalty status in this article as read-only
Steps
- Open the customer in Customer Directory, the customer profile, or checkout.
- Confirm the customer identity before relying on the loyalty information.
- Review the visible customer fields: name, phone, email, company, total spent, and total visits.
- Check loyalty visibility for reward eligibility, available rewards, history, expiration, and last activity.
- Use only the supported statuses: active or eligible.
- Confirm whether redeemable rewards are available before continuing checkout.
- Keep this status review read-only; make changes in the correct customer or loyalty configuration flow.
Troubleshooting
- No coupons are available: The customer does not currently have a redeemable loyalty reward.
- No customer is found: Recheck the customer identity, ID, phone number, or selected profile.
- The team expects tiers: Do not look for a tier field; tiers are not visible in this flow.
- Staff assumes a reward exists without checking: Always review the visible loyalty status first.
