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How to Change a Customer's Begin Date

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Overview

In Royalty Rewards, the customer's begin date is automatically assigned as the date when you first assign the Royalty Rewards membership number to that customer. In some cases, you may want to change the begin date to an earlier date in order to include previous repair orders and enable your customer to earn points on those repair orders.

Resolution

 

 

Please click to watch video or follow the steps below.

 

Step 1: Open the Royalty Rewards program by double clicking the icon shown below on your desktop.

 

RR icon2.PNG

Royalty Rewards will open to the main screen.

 

Step 2: Click on Help and select Maintenance.

 

maintenance.PNG  

 

The following screen will appear.

 

john smith1.PNG

 

Step 3: Double click on the customer whose Begin Date you would like to adjust.

 

For this example, we will choose John Smith. The following window will appear.

 

john smith 1a.PNG

 

Step 4: Change the Begin Date to the date desired.

 

john smith2.PNG

 

Step 5: Click the red X to close the Customer Maintenance window.

 

john smith3.PNG

 

The Begin Date has changed to the desired date. Click the red X to return to the main screen.

 

I need help!

 

Remember, if you have any questions, we are only a phone call away!

 

Phone:  866-964-9699

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