Manage client wallets
In this guide, you'll learn how to view a client's wallet, including their gift cards, upfront payments, and rewards.
How a client wallet works
- A client's wallet stores all their financial items in one place, including gift cards, upfront payments, saved cards, and rewards.
- You can view and manage wallet details from any client profile.
- Wallet information helps you provide a seamless checkout experience.
View a client's wallet
- From the main menu on the left of your screen, go to Clients.
- Select Clients list from the left menu panel.
- Click on a client's profile to view their profile details.
- In the menu panel of the client profile view, select Wallet to view the client's wallet.
- The wallet contains the following sections: Gift cards (active gift cards with balance and expiry), Upfront payments (deposits and prepayments), Saved cards (stored payment methods), and Rewards (current rewards the client holds).