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Allow Customers to use Wallet Funds/Account Credit on the Customer Portal or Mobile App
Allow Customers to use Wallet Funds/Account Credit on the Customer Portal or Mobile App
Stephen avatar
Written by Stephen
Updated over a month ago

You can allow customers to use the funds available to them in their wallet (previously called Account Credit) from the Online Booking Portal Settings page.

From within the 'Booking Wizard Workflow' section you will see a panel titled 'Wallet Funds Option' - simply enable the first toggle switch highlighted below, and select a payment type from the list, if you need to add an 'Acc Credit' option you can do this from the Customize Text settings screen.

When making a booking on the final step of the booking process the customer will be asked if they wish to use the funds on the wallet for the booking. If they click Yes the amount will be deducted and a payment record created against the booking.

Allow customers to purchase account funds online *

* requires the use of Stripe payment

You can also allow customers to add funds to their wallet form the online customer portal or via the pet parent mobile app - by enabling the 'Allow customers to purchase account funds online' option. If enabled you will need to link a product to the sale so we can track this in the system - generally customers will create a product on the Products page called 'Customer - Account Credit' or 'Wallet Funds' etc

Then when a customer goes to add Wallet funds a sale will be created with the product you have created added to the sale, when payment is complete the amount will be added to the customers Wallet.

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