> For the complete documentation index, see [llms.txt](https://docs.roadmap.so/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.roadmap.so/loyalty-and-rewards/getting-started/how-to-configure-your-point-settings.md).

# How to configure your point settings

Configure point naming, currency conversion, expiry, order adjustments, and POS behaviour.

Your **Point settings** control how points are named, displayed, adjusted, and expire.

Find them in **Loyalty Program** → **Points**. Scroll down to the setting options.

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2FfQqCcTxysFHKOlSw25pj%2Floyalty-point-settings.png?alt=media&#x26;token=de35a04b-480e-4a07-9c20-522b16a8bc47" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Each setting saves separately. Update one section, then click **Save** in that section.
{% endhint %}

{% stepper %}
{% step %}

### Update points branding

Use **Points Branding** when you want your loyalty currency to match your brand.

* Click **Edit** in **Points Branding**.
* Set the **Singular** name for one point.
* Set the **Plural** name for multiple points.
* Click **Save**.

For example, you could rename points to **Jelly Bean** and **Jelly Beans**.

These labels appear in storefront loyalty messaging. Customers will see the updated naming anywhere your point balance or earning messages are shown.
{% endstep %}

{% step %}

### Set currency conversion

Use **Currency Conversion** to show the money value of points in each market.

* Turn on **Enable points currency conversion display**.
* Set the **default conversion rate**.
* Optional: turn on **Enable different rates for specific markets**.
* Add a market-specific rate where needed.
* Click **Save**.

Example:

* Default: **100 points = $1 NZD**
* Australia: **110 points = $1 AUD**
* United States: **150 points = $1 USD**

Leave a market row empty if you want that market to use the default rate.

{% hint style="warning" %}
These rates are display only. They change the money figure customers see next to their points, not what a reward is worth. Every reward is worth a fixed amount of your store's base currency, which Shopify converts at checkout. If a market rate is more generous than the live exchange rate, customers will see a bigger number than the discount they receive. See [How loyalty works across multiple currencies](/loyalty-and-rewards/getting-started/how-loyalty-works-across-multiple-currencies.md).
{% endhint %}
{% endstep %}

{% step %}

### Choose whether points expire

Use **Points Expiry** to decide whether points stay available forever or expire after a set time.

You have two options:

* **No expiry**\
  Points never expire.
* **Date earned**\
  Points expire after a set number of months from the date they were earned.

If you choose **Date earned**:

* Enter the **Validity Period**.
* Click **Save**.

When a customer redeems points, Roadmap uses the points closest to expiry first. Newer points are used last.
{% endstep %}

{% step %}

### Configure fulfilled order adjustments

Use **Order Adjustments** to control what happens to points after a fulfilled order changes.

This applies to events like:

* refunds
* partial refunds
* returns
* cancellations on fulfilled orders
* post-fulfillment item changes

Click **Edit** in **Order Adjustments** and choose one option:

* **Do not adjust points**\
  No automatic adjustment is created. You manage changes manually.
* **Require approval before adjusting**\
  Roadmap creates a pending adjustment that must be reviewed before points change.

For most stores, **Require approval before adjusting** is the safer option. It gives you a review step without losing automation.
{% endstep %}
{% endstepper %}

### Recommended setup

If you want the simple, easy to manage setup:

* Keep **Points Branding** clear and on-brand.
* Use **No expiry**.
* Leave **Currency Conversion** on the default rate only.
* Use **Require approval before adjusting**.

If you sell in multiple markets:

* Turn on **market-specific rates**.
* Check each market uses the right currency.
* Leave unused markets blank so they inherit the default rate.
* Keep each market rate close to the live exchange rate, and review them when rates move.

### Related articles

* [How loyalty works across multiple currencies](/loyalty-and-rewards/getting-started/how-loyalty-works-across-multiple-currencies.md)
* [Reward types: points, discounts, tiers, referrals](/loyalty-and-rewards/getting-started/reward-types-points-discounts-tiers-referrals.md)
* [Loyalty membership eligibility settings](/loyalty-and-rewards/getting-started/loyalty-membership-eligibility-settings.md)


---

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