Learn how wallets work in Open Loyalty, how to configure wallet types, and how to manage unit transfers.
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.
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
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
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.
Last updated 2 months ago
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