How do I add credits to a client Wallet?

This article will show you two ways to add credits to your wallet: on the client profile and during checkout.

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How to add credits on client profile

How to add credits during checkout

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💡 Tip - Looking to apply Wallet credits? Check out this article

How to add credits outside an appointment

1. Log in to your Moxie Suite account using this link.

2. Click on Clients within the Global Nav

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3. In the search bar enter the clients name or phone number > Click on the Client card

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4. On the Client details page click on the Wallet tab.

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5. On the Wallet tab find the desired credit type and click on the purple Edit button.

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6. On the next page to add credits ensure the + symbol is selected and enter the amount. After click Confirm

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7. The Wallet credit will be add. Repeat for any additional Wallet credit types. 

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How to add credits during checkout

Important - During checkout, you can only add point credits. Dollar credits cannot be added at this stage. To add a dollar credit, please see the instructions provided in the previous section under the client profile.

 

1. On the Appointment page click Go to checkout

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2. On the Summary page scroll down to the Dollar & point credits in wallet section. Click the ellipses on the right > Edit client's point credits

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3. A Client Credits popup will appear. Click on the purple ✏️ icon. 

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4. Ensure the + icon is selected then enter the point amount > Confirm

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5. The wallet will immediately update with the amount entered. 

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Ta da 🙌 you've successfully added Wallet credits! 

Watch the video on adding Wallet credits below