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How to integrate the Bankroll into your loyalty program ?

Step 1 : Access the Bankrolls section
In the left menu, click on Bankrolls.

Step 2 : Open the Bankroll settings
Click on Bankroll in the list, then click on the Edit button at the top of the page.

Step 3 : On the configuration page

  • Program name : you can customise the name "Bankroll" (e.g.: "Bankroll - My Restaurant")

  • Establishments : check the establishments that will be able to use the bankroll (payment, top-up, cashback)

  • Default establishment benefiting from online bankroll top-ups : select from the dropdown menu the establishment that will receive online top-ups by default

  • Source management : if necessary, you can add sources to hide here (e.g.: hide a source before it has even been used)

Click on Edit to save your settings.

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