One of the best ways to retain revenue and encourage customer loyalty is through the balance system. Instead of issuing refunds, offering top-ups and gift cards increases the likelihood of customers returning while also preventing double processing fees.

With this system, you can:

• Set up top-ups with bonus credit to incentivize purchases.
• Offer gift cards that customers can send to others.

To find out the differences between Topups and Gift Cards, please refer to Payment Configuration | Gift Cards vs. Top-Ups.

How to Find & Set Up Top-ups & Gift Cards

1. Navigate to the Trackman Portal
2. Navigate to the Booking and Payments section on the left
3. Then go to the Admin Panel to the right
4. Press "Settings" > "Topups & Gift Cards"
5. Click the "+" sign to create a new one or select an existing one to modify.

If "Navigation Setup" is in place but Top-ups aren’t configured, make sure to set them up. You can find a guide by clicking here: How To Add Navigation.

Setting Up a Top-up or Gift Card

When creating a top-up or gift card, fill in the following details:

• Name – e.g. "Gift card"
• Cost – Set the price of the card.
• Top-up Value – Specify the balance the customer will receive.
• Description – Explain usage.
• Category – Assign a category if needed.
• Availability – Choose whether customers can purchase it directly.
• Top-up Disabled – Enable this if you want the balance to be automatically added upon purchase.
• Image – Upload an image for the card.
• Flags – Add if you want to restrict or link to specific services.
• Extra Properties – Add additional functionalities if required.
  
  

For instructions on how to add them to a customer's credit, see Manually Adding a Topup or Gift Card.