Client Balance: Top-Up, Bonus and Expiry

The balance system lets registered clients put money on their account, pay for bookings from it and earn a bonus on each top-up.

Where to find it

Open Settings, then General, then the Users tab, and find the balance settings there.

Turn it on

Tick Enable user balance. Once it is on, registered clients see their balance and can top it up.

Set the rules

• Starting balance: the amount a new client gets
• Minimum top-up amount: the smallest sum a client can add at once
• Bonus percentage added on every user top-up: for example 10 gives +10% extra. Set 0 to turn the bonus off
• Minimum payment from balance: the smallest booking that can be paid from the balance. Set 0 for any amount
• Balance expiry (days): how long the balance is kept. Set 0 for no expiry

Top up and adjust by hand

In the client’s card, use Top up balance to add money, or Adjust balance to add or Deduct an amount. Enter an amount and a description, so the reason is kept in the history.

Manager access to balance actions is set in the Managers permissions.