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View client wallets
View client wallets
View a client's wallet balance and transaction history. Learn how to how to access and manage your client's payment methods and adjust their upfront payment preferences.
Getting started
Before using and accessing client wallets, you'll need to:
- Activate payment processing and upfront payments are to take payments payments from clients.
- If you're a team member, request permission to access client information from the business owner.
Viewing client available balances
The available balance is the total amount of remaining money left on a client’s gift cards, plus any upfront payments that are still active and waiting to be redeemed or refunded.
To check the payment methods saved by your clients and their available balance:
- Open the Clients list and select a client.
- In the client profile, click Wallet.
- Here, you’ll see the client’s payment card details and the available balance from any valid Gift cards and upfront payments.
Viewing client upfront payments
If you have payment processing and upfront payments enabled, you can monitor deposits made by clients.
To view a client’s active upfront payments:
- Open the Clients list and select a client.
- In the client profile, select Wallet.
- 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.
Viewing client gift cards
Find a collection of the client’s valid gift cards in their wallet. These will show the redeemable amount available on each gift card.
To view a client’s gift cards:
- Open the Clients list and select a client.
- In the client profile, select Wallet.
- Under Gift cards, view a list of available gift cards showing the total money left to be redeemed.
Adjusting client upfront payment settings
You can customize how upfront payments are managed for clients by updating their settings.
To adjust a client’s settings:
- Open the Clients list and select a client.
- In the client profile, click Actions, then Edit client details.
- Select Settings and scroll down to Upfront payments and card capture.
- Use the toggle to enable or disable the requirement for upfront payments or card details for cancellation fees.
- Click Save.
FAQs
Can I add a payment card for a client?
What happens if a client does not have an available balance?
Can I adjust upfront payment settings for multiple clients at once?