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Booksy Biz Help Center
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What is Personal Wallet and how do I navigate it?

Personal Wallet is a simplified version of Booksy Wallet designed for staff members with Staffer and Basic Staffer permission levels. It provides a clear view of their individual performance.

Accessing Personal Wallet

  • On Booksy Biz (web/tablet), find the Personal Wallet section in the left-side panel.
  • On the Booksy Biz mobile app, it’s located within the Profile section.

What does it include?

Total from Booksy Payments

This section displays:

  • Staff member’s total amount – the value of all payments they've personally processed through Booksy, including Booksy Payments methods, as well as refunds and chargebacks. It is specific to the staff member’s transactions only and doesn’t include transactions from other staff members.

  • Quick access buttons – shortcuts to key payment features.

Transaction history

  • Displays the last five transactions for the staff member.
  • To view all your past transactions, select Go to Transactions, or the Transactions tab at the top of the screen.

What Personal Wallet doesn’t allow?

Personal Wallet is a personal performance tool, and therefore it doesn't allow staff members to:

  • See the business's full balance or any transactions that aren't their own.
  • Make payouts or change payout settings.

All sensitive business information remains private and protected, and is only visible to Owners and Managers.