Add pre-paid digital amounts onto scannable objects such as swipe cards or RFID fobs. Guests can top up amounts and use them to purchase items at POS. This guide shows you how to set up a wallet product for guests to use at your venue.
How guests use wallets
A wallet is a means of assigning a monetary value to a scannable object such as a swipe card or RFID fob which can be used to provide payment at POS .
Guests can purchase and load money on their wallets and use them to purchase items at your venue. They can quickly and easily top up their wallets. They also allow for families or groups to share the wallet's value by linking it in ROLLER to multiple scannable cards.
Keep in mind
- You can't purchase a wallet using a discount or any complimentary payment types.
- If a wallet is purchased online, an ID will need to be assigned to the wallet at POS before the wallet can be used.
- Wallets can only be used as a payment method at POS and cannot be used for purchases on a self-serve kiosk, online checkout or via Venue Manager.
Create a wallet
- From Venue Manager, go to Products > Create products.
- Select Wallet. If the wallet option isn't available, submit a request to our support team asking to activate this feature.
- Add product content, including:
- Name
- Description and detailed description
- Thumbnail image
- Use tags to manage and group products, such as automatically adding new products to sections you've added using tags in online checkouts. Create new tags or select existing ones from the drop-down menu.
- Add Wallet variations. These define how funds are stored and used, allowing individual or shared balances across multiple devices. Read on below for more information on this step.
- Set the sales availability by defining how long the wallet is valid for:
- Never expires - if this option is selected, any unredeemed funds on a wallet will not expire and remain as deferred revenue.
-
Expires after a specific number of days - this timeframe restarts each time the wallet is topped up with additional funds.
- Customize any additional options.
Setting Description Instructions Provide important instructions to guests about this product to display post-purchase in online checkouts, order confirmation emails and booking reminder emails. Reporting category Assign products to the reporting categories you've created in ROLLER based on general ledger (GL) codes. You'll need to create your reporting categories first to enable this option. Tax override The default tax rate is set to 0% to prevent double taxation since tax is applied when the wallet is redeemed for taxable items. You can override this if necessary by choosing a different tax rate you've configured in Settings > Account > Taxes & Fees. Terms & conditions Add specific terms and conditions for this product. These will appear after your venue's terms and conditions for guests to agree to in online checkouts. - Select Save.
Configure wallet variations
Wallet variations enable venues to create individual or shared wallets and define purchase conditions. Shared wallets enable guests to associate multiple scannable devices to a single wallet. To configure your wallet types:
- Under Wallet details, select Create variation
- Enter the Name of the wallet type (eg $25 Wallet or $100 Shared Wallet)
- Add the price of the wallet
- To enable custom amount entry during the sale of the wallet, select has Has user defined cost, then enter a minimum and maximum value to set a custom price range.
- To create a shared wallet type, select select Shared wallet and enter the maximum guest limit this wallet type can be shared with.