Wallets

Learn how wallets work in Open Loyalty, how to configure wallet types, and how to manage unit transfers.

Overview

Wallets store the loyalty units used in your program.

You can use them to separate balances by business case, reward model, or accounting logic.

Each program needs one default wallet.

You can add any number of additional wallet types.

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What you manage in wallets

Use the Wallets section to:

• Create wallet types with their own names, codes, and unit labels

• Define expiration, pending rules, balance limits, and availability

• Review and manage unit transfers across member balances

Common use cases

Wallets help you:

• Separate points, cashback, stamps, or other unit balances

• Apply different lifecycle rules to different earning models

• Audit every balance change made by admins or the system

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Learn more about

Wallet Types and Configuration

Create wallet types, define unit rules, set limits, and manage imports or exports.

Unit Transfers

Review wallet activity, create manual adjustments, and manage transfer lifecycles.