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View a client’s wallet 

Discover how to access and manage your client's payment methods and adjust their upfront payment preferences within your system.

This guide covers: 

Getting started

Ensure you have the correct permissions granted for client access and that the Fresha payment processing and upfront payments are enabled if you require upfront payments from your clients.

Viewing a client’s available balance

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:

  1. Open your Clients list and select a client.
  2. In the client profile, click Wallet.
  3. Here, you’ll see the client’s payment card details and the available balance from any valid Gift cards and upfront payments.

Viewing a client’s upfront payments

If you have Fresha payment processing and upfront payments enabled, you can monitor deposits made by clients. To view a client’s active upfront payments:

  1. Open your Clients list and select a client.
  2. In the client profile, select Wallet.
  3. 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 a client’s 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:

  1. Open your Clients list and select a client.
  2. In the client profile, select Wallet.
  3. 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:

  1. Open your Clients list and select a client.
  2. In the client profile, click Actions, then Edit client details.
  3. Select Settings and scroll down to Upfront payments and card capture.
  4. Use the toggle to enable or disable the requirement for upfront payments or card details for cancellation fees.
  5. Click Save to apply the changes.

FAQs

Q. Can I add a payment card for a client?

You can view the payment method for any client who has saved a payment card to their Fresha marketplace account, however, these can only be added or updated by the client.


Q. What happens if a client does not have an available balance?

If a client’s gift card balance is insufficient, they’ll need to use another payment method for their transactions.


Q. Can I adjust upfront payment settings for multiple clients at once?

Currently, upfront payment settings need to be adjusted individually for each client through their profile. Upfront payment settings can be managed on a service level. 

 

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