Savvy Setup

Created 02 October 2026 • Updated 02 October 2026

Redemptions

Savvy gift cards can be redeemed at the point of sale to pay for a transaction. To enable the Savvy feature, complete the setup on the following page.

Requirements

Credentials & Settings

The following credentials and settings should be provided by Savvy:

  • Admin Team ID

  • Base URL

  • Auth URL

  • Merchant ID

  • Subscription Key

  • Password

Setup

Head Office Site Master

Payment Method

Navigate to Finance → Configurations → Payment Methods

Follow these steps to add room payment method:

  1. Click Enter the following information

  2. Enter the name 'Savvy Pay'

  3. Set the following options

    • Auto Declare - Enabled

    • Type - Savvy Gift

  4. Set other fields and settings as required

  5. Click Finish

Navigate to Theme Modelling → Themes / Shared Panels
  1. Select the required Theme Panel Design or Shared Panel where the buttons should be added

  2. From the Button Picker | Other Lists | Payment add the Savvy Pay payment method

    For more information on adding buttons to shared panels click here
  3. Click Save

Balance Check

If required, a balance check button can also be added, which enables POS operators to check the balance of a gift card without needing to perform any sale or redemption activity.

Follow these steps to add the balance check function:

Navigate to Theme Modelling → Themes / Shared Panels
  1. Select the required Theme Panel Design or Shared Panel where the buttons should be added

  2. From the Button Picker | Other Lists | iZone add the Savvy Gift Balance button

  3. Click Save

POS Integration Configuration

Navigate to Base Data → Estate Structure → Site Settings → CLM

Follow these steps to configure the plugin information:

  1. From the Plugin drop down select Savvy

  2. Enter the following required information

    • Admin Team ID - as provided by Savvy

    • Base URL - as provided by Savvy

    • Auth URL- as provided by Savvy

    • Merchant ID - as provided by Savvy

    • Subscription Key - as provided by Savvy

    • Password - as provided by Savvy

    • Background Processing - no entry required - defaults to 300 in the background, if this needs to be changed and updated value can be added

      • How often the system automatically retries sending any pending payment corrections to Savvy in the background (in seconds)

    • Days to Expire After Reversal - no entry required - defaults to 1 in the background, if this needs to be changed and updated value can be added

      • How many days the system keeps trying to send a payment correction to Savvy before giving up

  3. Click Save

Prefixes

Navigate to Base Data → CLM Settings → Prefixes

For the point of sale terminal to recognise gift cards and perform the appropriate actions when they are entered or scanned, the prefix groups must be updated to match the specified number of digits that make up the gift card prefix.

Remember to include any virtual card prefixes as well physical plastic cards.

Prefix groups are added with the account type SavvyGift

For more information on managing prefixes click here to view the prefix setup help guide.

Other Setup

Site Master Site

  • POS Integration - 1.52.0 or above installed with Savvy

    Requests for POS Integration installation should be made to your Zonal Account Representative