--- title: "Points wallet and levels" description: "Configure points-wallet and loyalty-level settings while keeping customer-value changes under control." canonical: https://docs.ordering.co/docs/products/dashboard/addons/points-wallet-levels/ --- # Points wallet and levels Use **Points wallet and levels** to set up a points-based loyalty program for the businesses in your project and to define loyalty levels. The area is available to Dashboard administrators when the points-and-levels add-on is enabled. This area controls configuration. It does not, by itself, award points, create a customer balance, make a payment method available, move a customer to a level, or deliver a reward. ## What you can design A points program can support repeat purchasing, customer engagement, average-order-value goals, retention, and a differentiated customer experience. Common program patterns include e-commerce purchases, recurring services, local-business visits, and marketplace activity. Define the audience and qualifying behavior separately: a points or level setting does not decide whether a buyer, seller, review, referral, subscription, or sale is eligible. The page contains two focused workspaces: - **Points wallet** configures the point relationship shown in the Dashboard, per-business participation, optional limits and expiration, and the related canceled-order refund setting. - **Levels** stores named level records with their accumulation, required-points, maximum-points, image, and expiration inputs. If your program includes discounts, special offers, early access, delivery benefits, or another reward, configure that benefit in its own applicable workflow. Creating a points setting or level does not create, publish, or guarantee the benefit. ![Points Wallet and Levels screen with cards for points wallet, levels, and add-on settings](https://docs.ordering.co/img/docs/dashboard/addons/points-wallet-levels-controls.jpg) > **Screenshots are examples** > > Screenshots show example controls and data. Your navigation labels, records, values, enabled businesses, and available payment choices can differ. Do not reuse a visible name, contact detail, amount, address, account, or configuration value as production data. ## Before you open a workspace 1. Confirm that the points-and-levels add-on is enabled and that you are authorized to change loyalty configuration. 2. Record the current points, business, level, and refund settings through your approved operational process. 3. Use a non-production project with synthetic records when you need to test an unfamiliar configuration. 4. Confirm that a **credit\_point** loyalty plan already exists before selecting **Points wallet**. > **Opening an empty points workspace can create configuration** > > Opening **Points wallet** loads its points-plan settings. If no **credit\_point** plan exists and a business is available, Dashboard may create a default plan for the first business. An empty panel can therefore trigger a configuration change. Prepare a test project before exploring these settings. ## Open the right procedure In the Dashboard, go to **Addons > Points wallet and levels**, then choose the workspace you need. [![Addons navigation with Points Wallet and Levels open](https://docs.ordering.co/img/help-center-import/df4fae7bda543e198f280f18.png)](https://docs.ordering.co/img/help-center-import/7de282c93c68f94a37e91d90.png) ### Points wallet Use the points procedure to configure general point values, business participation, limits, expiration, the canceled-order refund setting, and customer-wallet handling. [Configure loyalty points](https://docs.ordering.co/docs/products/dashboard/addons/points-wallet-levels/loyalty-points/) [![Points wallet card selected from Points Wallet and Levels](https://docs.ordering.co/img/help-center-import/9687af101a55c2d0810ece89.png)](https://docs.ordering.co/img/help-center-import/8fc25eab0305fc11aa0eb315.png) ### Levels Use the level procedure to add, edit, save, or remove level records and to review how level status differs from a customer outcome. [Configure loyalty levels](https://docs.ordering.co/docs/products/dashboard/addons/points-wallet-levels/loyalty-levels/) [![Levels card selected from Points Wallet and Levels](https://docs.ordering.co/img/help-center-import/0b0fcce742a0e59c6c1ceb08.png)](https://docs.ordering.co/img/help-center-import/da90bba66c2218f8895d6180.png) ## Keep configuration and customer outcomes separate | What you change or see | What it represents | What it does not prove | | ---------------------------------------------------------- | ----------------------------------------------------------------- | ----------------------------------------------------------------------------------- | | A saved points or level value | The configuration currently submitted for that record or business | A balance change, an award, redemption, payment, refund, or customer-level outcome | | A business status, **Redeem**, or **Accumulation** control | The business participation configuration | That a customer or order qualifies, or that the control will appear at checkout | | A points-to-price display | The intended relationship configured in the interface | A universal conversion formula, tax or discount treatment, or a settled order total | | A level record or level name | A stored loyalty-level configuration | That a customer reached the level, can see it, or receives a benefit | | A refund selection | A configuration that can be considered for a canceled order | That a refund was issued, accepted, delivered, or reflected in a wallet | No external payment provider is configured from this page. A points-wallet setting is separate from provider availability, payment authorization, order completion, and any later refund or settlement process. ## Related guides - [Configure loyalty points](https://docs.ordering.co/docs/products/dashboard/addons/points-wallet-levels/loyalty-points/) - [Configure loyalty levels](https://docs.ordering.co/docs/products/dashboard/addons/points-wallet-levels/loyalty-levels/) - [Customers](https://docs.ordering.co/docs/products/dashboard/users/customers-overview/) For the Ordering.co product overview of points and levels across Dashboard, Website, and conditional Customer App checkout controls, see [Ordering Loyalty](https://www.ordering.co/integrations/ordering-loyalty/).