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Purchasing a Pack or Plan for Another Customer | Walla Support Center

Learn how to use the Account Balance feature to cover a purchase for another customer.

Sometimes a customer wants to cover someone else's membership, whether as a gift, a favor, or simply a generous gesture. The Account Balance feature is how you make that happen.

 

 

Scenario A: Buyer Is Not Present

Use this flow when the buyer is completing the transaction remotely, such as over the phone or via a chat session.

Before you begin: Confirm the buyer has a card stored on their account. If they don't, ask them to add one via the Walla app or the booking widget before proceeding.

Step 1: Charge the buyer's account

  1. Open the buyer's profile and navigate to the Overview tab.
  2. Scroll to the bottom right and select Adjust Balance.
  3. Choose Charge an amount to client account and enter the dollar amount to be charged.
  4. Once the balance has been added, select Pay Balance to charge the stored card on file.

Step 2: Issue a credit to the recipient's account

  1. Open the recipient's profile and navigate to the Overview tab.
  2. Scroll to the bottom right and select Adjust Balance.
  3. Choose Issue a credit to client account and enter the same dollar amount.

Step 3: Complete the purchase under the recipient's account

  1. While still on the recipient's profile, select Actions > Buy a New Plan (or the applicable service/product).
  2. Proceed through checkout as usual.
  3. When prompted for payment, scroll past the card options and select Apply Account Credit.
  4. Do not adjust the credit amount unless the situation requires a partial payment.
  5. Complete the checkout.

Pro Tip: Customers with an account balance can also apply that balance themselves when purchasing through the Walla app or the booking widget. Worth keeping in mind.

Note: Recurring memberships require a credit card for the initial payment — account credit alone will not satisfy this requirement, even when sufficient funds are available on the recipient's account. The recipient must have a card stored on their account before this purchase can be completed. Account credit can, however, be applied toward subsequent recurring payments once the membership is active. For more on how that works, click here.

Scenario B: Buyer Is Present in Studio

If the buyer is at the studio and has their card with them, no account balance transfer is needed.

  1. Open the recipient's profile.
  2. Select Actions > Buy a New Plan (or the applicable plan/pack type).
  3. Proceed through checkout and enter the buyer's card directly at the payment step.
  4. Complete the checkout as normal.

No balance adjustments are required. The card is entered in the moment, the transaction completes, and the plan or pack is applied to the recipient's account.

Quick Reference

Scenario Method
Buyer not present Charge the buyer's stored card via Adjust Balance, issue credit to recipient, apply credit at checkout
Buyer present in studio Enter buyer's card directly at checkout under the recipient's profile

A few things to flag before you start:

  • The buyer must have a stored payment method to use the remote flow.
  • The credit amount issued to the recipient should match the pack or plan price exactly unless a partial credit is intentional.
  • Account balances issued this way are visible on the recipient's profile and can be used by them independently going forward. You may want to communicate with them clearly if the credit is intended for a specific purchase only.