Client balance
Conveniently manage payments for appointments and subscriptions without running every transaction through the cash register
The client balance lets a company conveniently manage payments for appointments or subscriptions without running every transaction through the cash register.
A client can top up their balance with any amount - you choose whether it's simply a bonus for the client, or whether the funds were actually deposited into a specific cash register.
Topping up the balance
You can top up a client's balance from the client details on the Client balance tab. The same tab shows the full history of deposits and withdrawals.
Top-ups can be made in different currencies, but if all your branches are in a single country, you'll usually use the same currency as your branches.
Enable the Register in cash register option to record a real deposit into the selected cash register. Without this option, the top-up is treated as a bonus for the client.
Quick balance view
The balance is conveniently shown right under the selected client's row.
Paying for an appointment from the balance
You can pay for an appointment using funds from the client's balance by selecting the Withdrawal from client balance payment method.
You can also refund an appointment payment back to the client's balance.
Balance settings in the online booking widget
A new Client balance section has appeared in Online booking - Settings, allowing you to control how the balance behaves in the booking form:
- Show current balance
- Show transaction history
- Enable automatic withdrawal
- Allow clients to auto-pay from balance
- Allow partial withdrawal when balance is insufficient
- Enable automatic refund on cancellation (with a configurable percentage)
- Allow refund on cancellation by the client (with a configurable percentage)
Balance in the client menu
If you allow viewing the balance and history, you can add the corresponding item to the client menu in the online booking widget.
