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Manage client wallets and rewards
Manage client wallets and rewards
In this guide, you’ll learn how to view a client’s wallet, including their gift cards, upfront payments, and rewards.
View a client's wallet
When you open a client’s profile, their wallet balance appears in the overview. From there, you can click the Wallet tab to see full details.
- Open a client's profile from your Client list.
- In the menu panel of the client view, click on Wallet to view the following:
- Available balance: See the total amount the client has available to use, including gift cards and upfront payments.
- Gift card balance: View active gift cards linked to the client. Click on View gift card to see the full details or Copy code to use it at checkout.
- Upfront payments: Check any prepaid amounts for upcoming appointments. Click on View appointment to see the booking, or Refund to return the payment.
- Saved card: View the client’s stored payment method. The card shows the last four digits and expiry date
Manage rewards
You can manually add rewards to a client’s wallet to offer discounts or free items.
- Open the client's profile from your Client list.
- In the menu panel of the client's profile view, select Wallet to view the client's rewards on the right.
- Choose one of the following actions to adjust the client’s rewards:
- Add rewards: Click on the Actions button in the top right of the client's profile view and select Add reward from the panel to manually assign a discount or free item reward.
- Remove rewards: Under Rewards, click on a reward you want to remove. In the pop-up, click on the Remove button to permanently remove it from the client's wallet. Select Remove again to reconfirm.
- Add rewards: Click on the Actions button in the top right of the client's profile view and select Add reward from the panel to manually assign a discount or free item reward.
New rewards will appear in the client’s wallet and can be viewed or used at checkout. Clicking on a reward shows details like expiry, minimum spend, or conditions. Once removed, the reward will no longer be available or visible.
FAQs
For security and privacy, only clients can add or update their payment card through their Fresha account. You can view the card they’ve saved most recently, and any changes will be reflected automatically in their profile.
Clients can store one active card at a time. If they add a new card, it will replace the previous one, keeping their payment method up to date.
Currently, upfront payment settings need to be adjusted individually for each client through their profile. Upfront payment settings can also be managed on a service level.