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The member detail view is the single pane of glass for an individual member’s account. From here you can review identity information, loyalty activity, communication history, and referral activity — and take actions such as manual point adjustments or status changes.

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Opening a member profile

Navigate to Members, then use search (relation reference, full name, email, or phone) or browse the member list. Click Actions → View to open the detail view.
Member profile detail view showing Account Info tab with member MRF157 — Personal Info section, points summary panel with Current Balance, Lifetime Points, Points Redeemed, and Points Expired, and action buttons for Edit, Change Status, and Adjust Points

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Tab overview

The member detail view has eight tabs. Each covers a distinct dimension of the member’s account.
Not all tabs may be visible for every user. Tab visibility depends on role permissions and enabled modules:
  • Referral tab is hidden if the Referrals module is not enabled in Configuration → Modules
  • Communication tab requires the Communications permission in your role
  • Accrual Info, Member Statement, and Member Redemption require the View Member Transactions permission
  • Expiry Schedule requires points expiry to be configured for the program
If a tab you expect is not visible, check your role permissions under Access Control → Manage Team → Roles.

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Account Info

The primary identity and status panel. Member identification: Account statuses: Tier and segment information: Program dates: Action buttons available from this tab:
  • Edit — update contact details or profile fields (subject to your role permissions)
  • Change Status — suspend, block, re-activate, or cancel the account (enters Maker-Checker queue if workflow is enabled)
  • Manual Adjust Points — initiate a manual point credit or debit

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Accrual Info

Shows the member’s point-earning history and a real-time balance breakdown. Balance summary: Accrual transaction history: Every individual earn and debit event is listed in reverse-chronological order. Filter options: Use this tab to verify that a specific purchase triggered the right rule and awarded the correct points.

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Member Statement

A period-based formatted view of the member’s account — equivalent to a bank statement for their points balance. What’s shown:
  • Every credit and debit event in the selected period, in chronological order
  • Opening balance at the start of the period
  • Closing balance at the end of the period
  • Net movement (total credits minus total debits)
Filter options: Downloading: Export the statement directly from this tab as CSV or PDF. Use this when a member disputes their balance or needs a formal points statement for compliance or audit purposes.
Member Statement and Accrual Info both show transaction history. The difference is context: Accrual Info shows raw transaction-level detail for investigation, while Member Statement shows a formatted period view with opening/closing balances — more suitable for sharing with the member.

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Member Redemption

Tracks every redemption event for this member — what was redeemed, when, how many points, and the outcome. Redemption history columns: Use this tab to investigate disputed redemptions — confirm whether the debit was processed, on what date, and through which channel.

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Transaction Summary

An aggregated view of the member’s transaction activity — a quick health check on engagement without scrolling through individual entries. Summary metrics:
The figures shown here are the same values that feed aggregate attributes in the Rule Engine. If a rule condition checks “Monthly Transaction Count”, the figure shown under “Transactions this month” is what gets evaluated.

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Expiry Schedule

Shows upcoming and past points expiry events for this member — essential for support agents advising members on expiring balances. Expiry schedule columns: Expiry is calculated from either the Processing Date (when points were posted to the ledger) or the Point Availability Date (when points became redeemable), depending on your program’s Point Definition configuration.
Use this tab proactively in member support conversations — if a large batch is expiring soon, advise the member to redeem before the expiry date, or flag the account for a re-engagement campaign.

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Communication

A complete log of every message sent to this member through Loyalife’s communication channels. Communication log columns: Use this tab to:
  • Confirm whether a member received a specific notification (e.g., tier upgrade, campaign reward)
  • Investigate a reported missing message — check Delivered vs. Failed status
  • Audit the complete communication history for compliance or dispute resolution

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Referral

Tracks this member’s referral activity — as a referrer sending others to the program, and as a referee who was brought in by someone else. Referral summary: Referral history table:
The Referral tab only appears if the Referrals module is enabled in Configuration → Modules. If referrals are not configured for your program, this tab is hidden.

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Actions from the member profile

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Manual point adjustments

1

Click Adjust Points

Available from the Account Info tab, in the action panel at the top right.
2

Choose direction and amount

Select Credit (add points) or Debit (remove points). Enter the point amount and a mandatory reason.
3

Select transaction category

Choose the Loyalty Transaction Type (LTT) that best describes the adjustment — e.g., Bonus for a goodwill grant, Miscellaneous for a correction.
4

Submit

If Maker-Checker is enabled for Manual Points, the request enters the approval queue. If not, the adjustment posts immediately.
Manual point adjustments bypass the Rule Engine — no rules fire and no aggregate counts are updated. The adjustment does not take effect until an approver acts on it if the Maker-Checker workflow is enabled.
Manual adjustments produce different ledger entries depending on direction and narration:All of these are visible in the member’s transaction history and filterable under Transactional reports.

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Changing member status

Status changes may require Maker-Checker approval depending on your program configuration.

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Accessing personal information

Viewing raw personal data (mobile number, email, date of birth, address) requires a confirmation prompt. Every admin who accesses this data is logged in the Audit Trail for compliance accountability.
PI Data Access is a separate role permission. If you do not have this permission, personal data fields are masked regardless of your other role rights.

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Linked cards and accounts

When card and account linking is enabled in Advanced Configuration, the Account Info tab shows a View Linked Cards & Accounts button revealing:
  • Card / account numbers
  • Sub-relationship classification
  • Account status
  • Member relationship reference ID
This button only appears if CRD linking is enabled for your program.

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Troubleshooting

Recent transactions are not showing in Accrual Info.
  • Batch file transactions have a processing delay — the transaction date on the file and the posting date may differ. Widen the date filter to cover the full range.
Points balance does not match the Member Statement total.
  • Pending points are excluded from the available balance but visible in Accrual Info as Pending entries.
  • Look for Reversal entries — they reduce the balance without being debited transactions.
Referral tab is not visible.
  • The Referrals module is likely not enabled. Check Configuration → Modules.
Communication tab shows Delivered but the member reports not receiving the message.
  • “Delivered” is the gateway status, not end-device confirmation. Check spam folders for email, and confirm the carrier isn’t filtering automated SMS sender IDs.