Wallets

Swift Wallets allow you and your customers store funds in a digital account balance that can be used to pay for future 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:

• Add Funds:
  • Charge a customer's stored credit card on file to load funds to their Wallet
  • Manually credit a customer's account by adding funds to their Wallet
• Redeem Funds:
  • Manually redeem funds from a customer's wallet

Enable Refunds to Wallet instead of Credit Card

You can configure your cancellation settings so that cancelled bookings or services initiated by the customer are automatically credited to 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 Refund Cancellations to Wallet

1. In Swift Admin, go to Settings > General

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2. Scroll to Booking Policies

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3. Toggle Refund cancellations to Wallet instead of credit card to ON

💡TIP: Refer to this guide on how to add a credit a customer's wallet instead of processing a refund for their booking

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. Select the Billing tab
   1. You will see their Wallet balance, alongside the actions buttons to Add Funds or Redeem Funds.​
4. Click on the Wallets tab to view the full transaction history (loads, withdrawals, payments, refunds)

How to Load Funds into the Wallet

1. Go to the customer's profile

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2. Select the Billing tab

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3. On the Wallet Balance card, click the Add button

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4. Enter in the Amount of the credit you're adding to their wallet

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5. If you are charging the customer's credit card to load the funds, make sure the Charge Payment Method toggle is switched to ON

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6. Optional - You can add a Note to reference as to why the credit is being added

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7. Click the Add Funds button

Load funds without charging customer

Load funds by charging customer's card on file

How to Redeem funds from a Wallet

Redeeming funds from a Wallet would simply imply reducing the Wallet Balance amount

1. Go to the customer's profile

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2. Select the Billing tab

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3. On the Wallet Balance card, click the Redeem button

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4. Enter the Amount you're debiting from the customer's wallet balance

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5. Click the Redeem Funds button to confirm and process

💡 TIP: Redeeming funds will not directly apply the funds towards a booking or purchase. Follow this guide if you are looking to process a payment for a booking using Wallet funds.

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 payment on the Admin side,

1. In Swift Admin, go to the Calendar page

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2. Click on the booking tile and select the Manage Participants and Payments (second) icon

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3. In the Customers field, type in the customer's name and select their profile once it appears. If they're already listed as a participant, select the Manage Bookings and Payments (calendar) icon next to their name

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4. Under the Bookings panel, click the the Add All option, or click the Add (+) button next to each session you would like to process payment for

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5. Click the Checkout button

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6. For Payment Method, select Wallet

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7. Click the Pay & Apply Changes button — the funds will be automatically deducted from the Wallet balance and applied to the booking. The booking will also display with a green tick and be labelled as "Paid with Wallet".