By setting up a bonus point category, you can assign a fixed (or suggested) number of bonus points and/or set a message to be awarded/sent each time the category is selected, saving the admin user time (awarding the points and writing the message) and ensuring consistency across your organisation.

This guide will cover:

❗Please note: In order to edit or create a new notification an admin user must have the 'Create/Edit bonus points' permission selected on their account. Please speak to your lead if you are requiring this permission. Leads, please click HERE to find out how to edit an admin user's permission.

Setting up a new bonus point category:

Step 1: Head to the bonus points section in your Care Friends portal and click on the 'categories' tab:

Step 2: Click on 'Add category':

Step 3: Enter the category name.

In the points section, select whether you would like the points value to be:

Fixed (when points are awarded for this category, the fixed amount will be automatically awarded and will not be able to be changed by the admin user)
Suggested (this value will be shown to the admin user but they can change the amount as long as it is less than the maximum entered). Enter the points numbers:

Step 4: Select if you would like the content to be:

Fixed (will be pre-filled when the category is selected and the admin user will not be able to edit)
Suggested (will be pre-filled when the category is selected, but the admin user will be able to edit).

Enter the title and wording of the notification and upload an image (not mandatory).

Click on 'Finish':

That's it - the new category will appear in the category list. A padlock signifies the item is fixed and not editable when awarding points. In the example we have just added, the points are locked but the title is not:

The category will now be available for admin users to select when awarding bonus points.

Editing an existing category:

Step 1: Head to the bonus points section and click on the 'categories' tab:

Step 2: Find the category you are wanting to edit and click on the vertical 3 dot menu icon and select 'edit':

Step 3: Make any changes you would like to the categories and points and click on 'Next', make any changes to the content and click on 'Edit':

A success icon will briefly appear in the top right-hand corner. The category has now been updated and will be available for admin users to select when awarding bonus points.

Deleting a category:

Step 1: Head to the bonus points section and click on the 'categories' tab:

Step 2: Find the category you are wanting to edit and click on the vertical 3-dot menu icon:

Step 3: Select 'Delete' from the menu:

Step 4: Confirm that you are sure by clicking on 'Delete':

That's it! A success message will briefly appear in the top right corner and the category will be deleted and no longer available for admin users to select when awarding bonus points.

We hope this article has been helpful in explaining how to manage bonus points categories. If you have any questions, simply click the chat button in the bottom right corner of your screen and we will get back to you.

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