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Manage Points

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You can manage your Points feature through a list of People’s points, one for Reasons to give or take away points; as well as on for Prizes that may be redeemed using points.  As a reminder, the Points feature is managed manually.

 

View, Search & Filter People’s Points

The Points > People tab lists everyone’s points in one table; and breaks it down by points Earned, Spent on Prizes and Remaining. 

Please read the columns carefully, because they don’t use the same dates:

  • Earned and Spent on Prizes count only the Start Date–End Date range. The range opens on the current month (e.g. 10/01/2026–10/31/2026).
  • Remaining is always the whole current Points year, whatever the dates. The ⓘ next to the header says “Points each person has now. It doesn’t follow the dates.”

You can Search above the table to find people by name. Clicking a column header sorts by Name, Earned, Spent on Prizes or Remaining.

The Advanced Search panel (sliders button) is open by default. It has filters for Start Date, End Date, People, Group and Reason, plus options to Clear and Apply. Here are the available filters:

  • People: All (everyone, including people with no points), Earned Points, or Got a Prize.
  • Group: limits the list to one group’s members. Group leaders only see the groups they lead.
  • Reason: counts only that selected reason’s points, found in Earned.
  • Start Date can’t go before the start of the Points year. A range with no points shows “No points in this date range”.

 

Add a reason

To add a reason based on which members can earn or lose points, just follow the steps below:

  1. Open Points › Reasons and click Add Reason.
  2. Type a Name (up to 100 characters).
  3. Choose Give or Take Away, then enter Default Points (1 to 9,999; zero is not allowed).
  4. Click Save.

 

Here is what your list of reasons could look like. Note that reasons that take away points show the point value as a negative, and in red. 

 

Add a prize

Prizes may be redeemed by members based on earned points. A member must have accumulated the amount of points required by the prize in order to claim it. Here is how toa dd a prize:

  1. Open Points › Prizes and click Add Prize.
  2. Type a Name and the Points Needed (1 to 99,999).
  3. Click Save.


Edit and delete points and prizes

Each row has a Context (⋮) menu with options to Edit and Delete. Keep in mind the following when editing points and prizes

  • Names must be unique within the ministry, ignoring capital letters. Duplicates cannot be saved.
  • Renaming a reason or prize renames it on every existing entry.
  • Changing the points only affects points or prizes given from then on. Entries already made keep their points. The Edit dialog says so in a note.
  • Deleting a reason or prize keeps every entry that used it but makes it unavailable moving forward. Prizes have no stock count.

You will be asked to confirm your choice before deleting a reason or prize. Please remember that deleted items cannot be restored. 
 

Export Points Data

To export points records, go to Points > People tab 

With no one ticked in the list, clicking Export downloads an Excel file of the list. The export also counts filtering if applied, so will only export the filtered list. 

 

With people ticked, you can click Bulk Actions › Export, which lets you download an Excel file containing only the selected people records. 

 

Points in the Member Portal

Members see a Points main menu item in the member portal, right below Calendar, when they or their family have points. 

The main menu item shows if the member has at least one points entry (even an expired one) in the main account or a ministry; where Points is on, or the member is a family Primary or Spouse and anyone in their family has one.

Children and other family roles only ever see their own points.

Turning Points off hides the item and the page. Turning it back on shows the data again.

Admins can rename or move the item in the member menu builder but cannot hide it.



 

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