Manage client wallets
A client's Wallet shows what they can still spend with you: their rewards, the money on their gift cards and the cards saved for them.
Open a client's wallet
- 1
Go to Clients and click the client to open their profile.
- 2
Select Wallet.
The top of the wallet shows the client's Wallet balance and how many active gift cards and rewards they have. The balance also appears on the profile's Overview.
Rewards
Rewards lists the discounts and free items you've given the client, with the ones they can still use first. See Manage client rewards.
Gift cards
Gift cards lists every card the client owns, and every card they bought for someone else. Click a card to see its history: its initial value, and each time it was redeemed, had value added, was refunded to or was adjusted.
The Wallet balance only counts gift cards the client owns. A card bought as a gift for someone else is listed, but its balance belongs to the person it was given to.
Saved cards
Saved cards lists every card saved for the client, with its expiry date, whether it's Active or Expired, and its processor (Stripe or Square). To add one, see Manage saved cards.