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Manage your personal wallet transfers
Manage your personal wallet transfers
Keep track of transactions made from your personal wallet. Learn how to send money to other team members and workspaces or payout to your bank account.
Getting started
Before you can start sending money through your personal wallet, follow these steps:
- Complete the verification process for Fresha payments.
- Make sure that the workplace has the Team Pay add-on enabled, as this is needed to receive payments in your personal wallet.
Transferring money
- Desktop
- Mobile
To send money from your personal wallet to team members or workspaces:
- Click on your Avatar icon and select Personal wallet.
- Select Send money.
- If you have enabled transfer authorization, enter your personal account password.
- Choose to send money to either:
- Send to team members
- Send to workspaces
- Use the search bar to find the team member or workspace you want to send money to.
- Enter the amount you want to transfer and add a reference note. Or, click Max to send the full wallet balance.
- Select Review to view the transaction details.
- Click Send money.
To send money from your personal wallet to team members or workspaces:
- Tap on your Avatar icon and select Personal wallet.
- Tap Send money.
- If you have enabled transfer authorization, enter your personal account password.
- Choose to send money to either:
- Send to team members or workspaces
- Transfer to bank account
- Use the search bar to find the team member or workspace you want to send money to.
- Enter the amount you want to transfer and add a reference note. To send the full wallet balance, tap Max.
- Select Review to view the transaction details.
- Tap Send money.
Paying out to your bank account
- Desktop
- Mobile
To send money to your bank account:
- Click on your Avatar icon and select Personal wallet
- Select Send money.
- If you have enabled transfer authorization, enter your personal account password.
- Select Transfer to bank account.
- Choose the bank account you want to payout to.
- Enter the amount you want to transfer and add a reference note. Or, click Max to send the full wallet balance.
- Select Review to view the transaction details.
- Click Send money.
To send money to your bank account:
- Tap on your Avatar icon then select Personal wallet.
- Tap Send money.
- If you have enabled transfer authorization, enter your personal account password.
- Select Transfer to bank account.
- Choose the bank account you want to payout to.
- Enter the amount you want to transfer and add a reference note. To send the full wallet balance, tap Max.
- Select Review to view the transaction details.
- Tap Send money.
FAQs
Why can’t I select a team member or location?