What is membership Top up?
Enable wallet topping up in your Mini Program to allow users to add funds for direct payments and transactions. This guide will explain how to set up wallet topping up functionality, including preset rules for customers and cashiers.
Top up includes two categories:
- Top up rule
- Top up record
How to set Top up rule?
Setting Top up rules for wallet transactions helps ensure secure and efficient management of funds within your system. This guide will outline the steps to establish Top up rules effectively.
Step-by-Step Guide:
- Define Top up Parameters:
- Minimum and Maximum Top up Amounts:
- Set the minimum and maximum amounts that users can top up into their wallets. This helps maintain control over transaction sizes and financial security.
- Accepted Payment Methods:
- Specify the payment methods that users can use to top up their wallets. Ensure these methods are secure and compliant with regulatory standards.
- Minimum and Maximum Top up Amounts:
Online payment integration requires registration. Please consult with your local seller for further details on payment integration.
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- User Roles and Permissions:
- Define user roles (e.g., managers, cashiers, waiters) and assign specific permissions related to wallet topping up. Ensure that only authorized personnel can perform or oversee Top up transactions.
- User Roles and Permissions:
By default, only HQ and Manager roles have access to membership settings. To establish different access levels, please refer to Role Management.
What is reward item:
"Reward item" refers to a free amount or coupon that users receive when they top up.
E.g.
Amount : Customers who top up $10 will receive an additional $2, making a total of $12.
Coupon : By topping up $10, customer qualify to receive a free coupon as a reward.
2. Review and Save Settings:
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Double-check all top up rules and parameters to ensure they align with your business policies and regulatory requirements.
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Save the settings to apply top up rules across your platform effectively.