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Give Points

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How points work

You can give points to someone based on a reason. That reason may mean earning or losing a specific amount of points, as set for the respective reason. 

You can give points from a person’s profile, where there is a Points tab; from the Points > People list, the main People list, as well as from the list of members within a group (under the Groups section). Let’s go through all these methods below.

 

 

Give points from a person’s Points tab

Every person’s profile has a Points tab (star icon), right after Events. It shows that person’s totals and history for the current points year, and is where you can give points and prizes to one person at a time.

To give someone points from this section:

  1. Open the person’s profile and click the Points tab.
  2. Click Give Points.
  3. Choose a Reason. The list shows each reason’s default points on the right, and picking one fills in Points and shows the Give/Take Away sign.
  4. Change the points or the sign if needed, and set the Date (today by default; no future dates, no dates before the points year began).
  5. Optionally, add a Note (up to 500 characters).
  6. Click Save.

 

The profile tab lets you use cards to see: Earned, Spent on Prizes (with “1 prize”, “2 prizes”…) and Remaining points. Clicking a card filters the history; a chip such as “Spent on Prizes ✕” above the table clears it. Here is what a person’s Points tab may look like:


 

You can edit given points by clicking the Cotext (⋮) menu, then choosing Edit.

The same Cotext (⋮) menu lets you select Delete if you want to remove the respective points entry. Deleted points are removed from the person’s points total. The initial entry cannot be restored, but you can give the person the same number of points again, should you change your mind later.

 

Give points in bulk from the Points > People list 

You can give points to multiple people in bulk, from the People list within your Points section. Here is how:

  • Go to Points > People.
  • Check the checkbox next to the people to whom you want to give points (tick the photo if using the mobile app).
  • Click Bulk Actions.
  • Select Give Points. 



     
  • Choose a Reason. The list shows each reason’s default points on the right, and picking one fills in Points and shows the Give/Take Away sign.
  • Change the points or the sign if needed, and set the Date (today by default; no future dates, no dates before the points year began).
  • Optionally, add a Note (up to 500 characters).
  • Click Save.

 

Give points in bulk from People or Groups

You can also give points to people in bulk, from the main People list, as well as from the list of members within a group (found under the Groups section in your main menu). 

To give points to multiple people from under People or Groups:

  • Go to your main People section, or go to Groups and select a group.
  • Select the people to whom you would like to give points.
  • Click More Actions and select Give Points.

  • Choose a Reason. The list shows each reason’s default points on the right, and picking one fills in Points and shows the Give/Take Away sign.
  • Change the points or the sign if needed, and set the Date (today by default; no future dates, no dates before the points year began).
  • Optionally, add a Note (up to 500 characters).
  • Click Save.


 

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