View client wallets

To check the payment methods saved by your clients and their available balance:

1. Open the Clients list and select a client.
2. In the client profile, click Wallet.
3. Here, you’ll see the client’s payment card details and the available balance from any valid Gift cards and upfront payments.

To view a client’s active upfront payments:

1. Open the Clients list and select a client.
2. In the client profile, select Wallet.
3. Under Upfront payment, view a list of Active upfront payments where the client has paid a portion of the appointment cost in advance but has not yet received a service.

To view a client’s gift cards:

1. Open the Clients list and select a client.
2. In the client profile, select Wallet.
3. Under Gift cards, view a list of available gift cards showing the total money left to be redeemed.

To adjust a client’s settings:

1. Open the Clients list and select a client.
2. In the client profile, click Actions, then Edit client details.
3. Select Settings and scroll down to Upfront payments and card capture.
4. Use the toggle to enable or disable the requirement for upfront payments or card details for cancellation fees.
5. Click Save.