Step One: Issue New Card
1. Get a new card from your stack of unused cards
2. Make a Mental note of the clients balance on their old card
3. Log Into the admin area
4. Roll your mouse over Programs > Cards Sets
5. Click View Card sets
6. Click View Cards
7. Type in the old card number to search for the client
8. Once Found Click View/Edit
9. Click the cards tab at the top left hand side
10. Click Add New Card
11. Type in the number on the card > Click Search
12. Click Add Card
13. Click the small red cross to exit the screen
14. To see if the card number was added to the clients details Roll your mouse over Programs > Cards Sets
15. Click Cards
16. Type in the new card number and click search
17. The new card number with the customer’s details will appear. (if the screen is blank it means the details were not added to the card number)
Step Two: Transfer Points
Now that the customer has their new card you need to transfer their points from their lost/stolen card
1. Open up a new tab in your browser
2. Go to http://webterminal.theloyaltybox.com/
3. Type in your location ID > Click Login twice
4. Click Transfer
5. Fill in info as follows
a. From Account Number: the lost/stolen card
b. To Account Number: The new card just issued
c. Transaction amount: the same amount of points that were on the old card
d. Value Type: Points
6. Click Transfer
7. This screen will come up if the transfer was successful
Step Three: Delete Old Card
1. Go back to the admin area
2. Roll your mouse over Programs > Cards Sets
3. Click Cards
4. Search for the new card number as in Step One number 15
5. Click View/edit > Click Cards
6. Click “Remove” next to the old card
