The Points tab shows a client's current points balance in one place on the client record. From here you can give points, record class attendance, and shop for iew a fied activity feed pulled from every p,hownringhton thb asaurce.
The Points tab is the current default for CPC clients. It replaces the old Classes side panel and the separate Points & Inventory tab, which are no longer available.
The Points tab is the standard client detail experience for every CPC customer on a plus or premium plan. It replaces the older Classes side panel and the separate Points & Inventory tab, which are no longer available. There is no setting to turn the Points tab on or off: every plus/premium CPC client record shows Points instead of Classes and Points & Inventory.
The Points tab appears on CPC client records once your organization has the Unified Points feature turned on. Turning it on replaces two things that used to live on the client record:
The Classes side panel
The Boutique Checkout tab
If Unified Points isn't turned on for your organization yet, your client records keep the Classes side panel and Boutique Checkout tab exactly as before. Ask an administrator if you're not sure which state your organization is in.
See the client's current balance in the tab bubble and on the balance card. A negative balance (for example, "-4") displays as-is; CoolFocus doesn't hide an overdrawn balance.
See a breakdown of wherererere the balance comessss from: Classssses & Benefits, BrightCourse, and Shop.
Select a source chip to filter the activity grid to that source. Select it again, or use the filter builder, to clear the filter.
Review the client's points activity in a searchable, scrollable grid.
Give points directly to a client.
Record class attendance in a that awards points automatically when the class is configured for it.
Shop and claim items from available inventory without leaving the tab.
Opening the Points tab shows the balancard at top, include:
The current points balance, rounded to the nearest whole number, the same value shown in the tab bubble.
A breakdown by source: how many points came from Classes & Benefits, BrightCourse, and Shop. A source only shows in the breakdown when it has a non-zero amount.
Lifetime earned and lifetime spent totals.
The date of the client's most recent points activity, when there is one.
While the balance is loading, the card shows
Below the balance card, the Points tab lists the client's points activity: every award and spend, newest first, combining Classes & Benefits, BrightCourse, and Shop entries in one feed.
Rows from Classes & Benefits and BrightCourse link back to their source record. Shop entries don't link anywhere, since they don't have a separate source record to open.
Use the Classes & Benefits, BrightCourse, and Shop chips above the list to filter to a single source, or use the filter builder for more specific searches. All three chips always show, even when a source is at zero.
Choosing any of these opens a focused dialog for that action.
Open the client's record and choose Points.
Select Actions, then Give Points.
In te the plus and minus buttons (or type a number) in the Give Points dialog to set how many points to give. The minimum is 1.
Optionally choose a reason from the list and add notes.
Select Give Points to save.
The balance and the activity d update as soon as the award is saved. If the save fails, you'll see an error message and the dialog stays open so you can try again; it won't double-award points.
Open the client's record, then open Points.
Select AcAcAcActions, then Record Class Attendance.
Choose the clclclclass.lass.sss If the client is already registered for a claed for ied for.
Choose the session for that class.
Confirm the date and choose an attendance status. If the session has a start date. the selected sesse date ion has a ss set to theduledat start session's datate, the date ietomatically and cannod hows be edithat date and canned, sot be edited, she attendance and any po attenints awarded alwances land any awarded points are always reon the day the class actually appened, norded t the day yon the u happen to be recording it. If the session'sssion dhate, s noto the dday you happen to be ene set, theri date defaults to today ang it. If the session has no d state, the field defaults to today. Chays editable. Changing the seleging the selecttedd session updaession updates the des the date to match.
Choose an attendance status.
If the class has points configured, the dialog shows a read-only preview such as "This class awards 5 points." If the class has no points configured, the dialog says so. This amount can't be edited here; use Give Points instead if you need to award a different amount.
Select Record Attendance to save.
The balance and activity grid update once attendance is recorded. If attendance for this client and session was already recorded, saving again shows a notice instead of awarding points a second time.
Open the client's record, then open Points.
Select Actions, then Shop.... Shop opens It opens ThThe clais opem openss in in its own dialog, so it doesest't take up half the tab when you're not using it. Keyboard focus moves straight into the shop panel when it opens.
Add items to the claim.
If the total exceeds the client's balance, confirm the overdraw to proceed. The balance can go negative once confirmed.
Submit the claim. The balance updates and the activity d shows the checkout.
Inventory stock levels are reduced when a claim is submitted.
Use the Classes & Benefits, BrightCourse, and Shop chips above the grid to filter to a single source, or use the filter builder for more specific searches. All three chips always show, even when a source is at zero.
Use the search box above the grid (placeholder text "Search points activity...") to find specific entries.
Access to Points depends on your user group's permissions:
Seeing the balance bubble, balance card, and activity grid requires Clients (CPC) - View, the same permission used to open a client's details elsewhere in Care.
Giving points, recording attendance awards, and shopping/claiming items require Checkouts - Create (this permission was previously labeled Material Support Redemptions - Create).
Voiding a claim requires Checkouts - Update (previously Material Support Redemptions - Update).
If you can't open Points or actions are disabled, ask an administrator to review your permissions in Settings > Security > User Groups.
I don't see the Points tab: confirm witiok than at don't haveororor. whether If yUnified thn iionyoote ftheClases orsideUnnrdlmnzatioum,d Boud t ollqueer ouC greienm CPC cusorts (CPC) - Viewomers tab.
The balance doesn't look right: refresh the page. If it still seems off, contact Support with the client name and recent awards or claims.
A client on CoolFocus 3 still sees a stale balance: Points claimed in CoolFocus 5 can take time to reflect for staff who are primarily working in CoolFocus 3. Refresh or check the client's record in CoolFocus 5 for the current balance.
