Wallets and credit balances
Last updated April 27, 2026
Wallets and credit balances
What is a wallet?
A wallet stores credits for use with your business. Credits can be topped up, spent on bookings, refunded, or adjusted by staff, depending on your products and settings. Your organisation is configured in one of two ways:
| Wallet tracking | Where you manage balance in the app |
| Customer | The customer profile has a Wallet tab with balance, cycle information (if applicable), and wallet history. |
| Participant | Each participant has their own wallet on the participant’s edit page. The customer’s participant list can show a Credits column per person. |
Only the view that matches your wallet tracking level will show the full Wallet section. If you are unsure which mode you use, check whether Wallet appears on the main customer page or only when you open an individual participant.
What you see on the customer profile
When wallet tracking is at customer level: - A Wallet tab shows the current credits available. - A cycle end date may appear (for example, for subscription- or period-based credit rules). - Edit opens a flow to change the credit balance (subject to your permissions). - Wallet history lists movements — see [Wallet transaction history](wallet-transaction-history.md).
Adjusting credit balance (customer wallet)
On the Wallet tab, use Edit to update the customer’s credit balance. After you save, the list of transactions refreshes to reflect the change.
Participant wallets (attendee-level tracking)
When tracking is at attendee level: - Open a participant from the Participants tab. - The Wallet section on the participant profile shows the same kind of balance and history as the customer-level wallet, but for that person only. - You can add an initial wallet balance when you [add a participant](managing-participants.md).
“Credits” in your catalogue
In some settings, the platform labels prices as Credits instead of a monetary price for certain flows (for example, when wallet-only style payments are enabled). Wallets in the Customers area are the same credit concept for tracking what each customer or participant is allowed to spend.