Wallets

Swift Wallets let you and your customers store funds in a digital account balance that can be used to pay for services like bookings, retail items, packages, and more.

When Wallets Come in Handy

Wallets are great for customers, families, or team managers who want a fast, flexible way to handle payments. Here are a few examples:

• A player is at your facility and wants to buy a bottle of water — staff can process the sale and deduct it from their Wallet balance. No need for the parent to be there!
• A parent wants to prepay for their child’s lessons, snacks, and gear — and not worry about pulling out a card each time.
• A customer receives a refund and wants to keep the funds available for future use instead of having it refunded to their payment card.

What You Can Do with Wallets

Inside each customer’s Wallet, you can:

🔝 Load Funds

• Charge a stored card on file to load funds
• Manually load funds (no payment required — great for crediting accounts

🔻 Withdraw Funds

• Manually withdraw funds at any time

🧾 Use Wallet as a Payment Method

Wallet can be used wherever payments are accepted in Swift (except for Memberships):

• Bookings made through the Calendar
• Retail purchases
• Assigning Packages
• One-off payments

💸 Refund to Wallet

• Refund directly to Wallet if the original payment was made via Payment Card or Wallet

Enable Refunds to Wallet instead of Credit Card

You can configure your cancellation settings so that cancelled bookings or services automatically credit the customer’s Wallet — not their original payment card.

This is especially useful when:

• The customer plans to book again soon and wants to keep the funds on file
• You're offering a flexible credit policy instead of issuing monetary refunds
• You want to avoid processing fees or delays tied to card refunds

How to enable:

1. In Swift Admin, go to Settings > General
2. Scroll to Booking Policies
3. Toggle Refund cancellations to Wallet instead of credit card to ON

Viewing a Customer's Wallet

To view a customer’s wallet:

1. Head to the Customers tab in Swift Admin
2. Search and select the customer's profile
3. Click the Wallet tab to see:
   • Their current balance
   • Full transaction history (loads, withdrawals, payments, refunds)

How to Load funds into the Wallet

1. Go to the customer's profile
2. Select the Wallet tab
3. Click the Add Funds button
4. Choose to charge a stored card on file, or manually load the funds

Load funds without charging customer

Load funds by charging customer's card on file

How to redeem funds from the Wallet

Redeeming funds from the Wallet would simply imply reducing the dollar amount of the stored balance.

1. Go to the customer's profile
2. Select the Wallet tab
3. Click the Redeem Funds button

How to process a payment for a booking using the funds in a customer's wallet

Let's say, a customer would like to pay for a booking with their Wallet funds. Here is how you would process this on the Admin side,

1. In Swift Admin, go to the Calendar View
2. Click on the booking tile which you'd like to process payment for
3. Select the "Manage Participants and Payments" icon
4. In the Customers field, type in the customer's name and select their profile once it appears
5. Click Add All, or click the Add button next to each booking you'd like to process payment for
6. Click the Checkout button
7. For Payment Method, select Wallet — there must be enough funds in the Wallet in order to proceed
8. Click the Pay & apply changes button — the funds will be deducted from the Wallet balance and the booking will show as "Paid with Wallet"