Overview
- Money-value credit, not points - one unit of wallet credit equals one unit of your currency and can be spent on anything the member pays for at checkout.
- One wallet per member per organization - created automatically the first time a member earns credit, with nothing to enable; a member in multiple organizations has a separate wallet in each.
- Credit comes from four sources - redeemed vouchers, plan-included bonuses granted on activation, refunds from qualifying cancellations, and imported opening balances.
- Spends like a payment method - applied automatically in the member portal and app, or added as a secondary payment at the admin point of sale, and never goes negative.
- Every change is logged - the wallet ledger records each credit and debit with a description and, where applicable, a link to the related transaction, and is the balance’s source of truth.
- Excluded from revenue - because wallet credit is store value rather than new cash, the wallet-funded portion of a sale is left out of revenue reporting.
What the wallet is
Every member (contact) can have one wallet per organization. The wallet holds a single balance in your organization’s currency - the same currency you sell plans and bookings in. A member who belongs to more than one organization has a separate wallet in each. The wallet is created automatically the first time a member earns credit; until then their balance is simply zero. There is nothing to enable.The wallet is a monetary store-credit balance, not a points or loyalty
program. One unit of wallet credit equals one unit of your currency, and it
can be spent on anything the member can pay for at checkout.
How credit gets added
Credit reaches a member’s wallet in a few ways. Each addition is recorded as a positive entry in the wallet ledger.Vouchers
A voucher promotion adds credit to the member’s wallet when a code is redeemed. The member enters the code in the portal under Account → Add voucher, or a staff member redeems it on their behalf from the contact’s page. The credit posts immediately and is labelled with the promotion name. See Promotions for how to create and target vouchers.Plan-included credit
A plan can carry a bonus credit amount (for example, “pay 100, get 120 in the wallet”). When a membership on such a plan activates, the bonus is granted to the buyer’s wallet once for that billing cycle. On a recurring plan the bonus is granted again at each renewal. The credit follows activation, not payment. If a membership activates before its charge settles and the charge later fails, the bonus is not automatically clawed back - it is treated as an activation perk rather than part of a refundable payment.Refunds from cancellations
When a member cancels a booking that qualifies for a refund, the refunded amount is credited to the member’s wallet rather than returned to the original payment method. The refund goes to the contact who actually paid (which, for a booking made on behalf of another member, may differ from the attendee). The refund is capped at what was actually paid for the booking. Add-on products bought in the same order are refunded to the wallet in full on cancellation.Imported opening balances
When you import contacts from a spreadsheet, you can include a wallet column to seed each member’s opening balance. Imported balances are always credited in your organization’s currency.Spending wallet credit
Wallet credit is a payment method. It can cover part or all of what a member owes at checkout, and it never goes negative - a debit is capped at the available balance.Member portal and app
In the member portal and mobile app, wallet credit is applied automatically at checkout. The order deducts the wallet balance up to the amount due, and the member pays only the remainder by card or on arrival. The breakdown shows a Wallet line (for exampleWallet: -10.00) above the total, and the Pay button reflects the post-wallet amount. When the wallet covers the whole order, the member pays nothing further.
Admin point of sale
When a staff member takes a payment in the dashboard using a primary method (card, cash, and so on), they can also apply wallet credit as a secondary payment through the Also apply wallet credit ( available) checkbox and an Amount from wallet field. The split appears as “Wallet + via primary method”. If the wallet already covers the full amount, the toggle is hidden and the order can be paid entirely from the wallet. The amount drawn from a wallet is always capped at the member’s balance and the outstanding amount. Where the balance is too small to cover an order, the wallet option is hidden as a standalone payment method.The wallet ledger
Every change to the balance is written as a wallet transaction:- Credits are positive amounts - a redeemed voucher, a plan bonus, or a refund.
- Debits are negative amounts - credit spent on a booking, product, or membership charge.
Where the balance appears
- Members see their wallet balance in the portal and mobile app, and see credit applied automatically during checkout.
- Staff see a member’s available balance in the booking and payment dialogs, where it gates and drives the wallet payment option described above.
Wallet credit and revenue
Wallet credit is store value, not new cash. When a sale is funded by wallet credit - a redeemed voucher, a comp, or a refund the member is re-spending - that portion brought in no new money, so it is excluded from revenue reporting. A part-wallet, part-card payment counts only the card portion as revenue. This keeps revenue figures reflecting actual money collected rather than credit recirculating through the wallet.Related
- Payments - How wallet credit is applied against what a member owes at checkout.
- Billing overview - How plans, invoices, payments, and credit fit together.
- Promotions - Create vouchers that credit the wallet, and plan bonuses.
- Member profiles - Where a member’s account details live.