How to create a savings program
You can create savings programs with Fixed and Flexible strategies and enable your clients to invest their funds in these programs and earn interest.
To create a savings program:
Navigate to Savings > Presets.
Click +Create in the upper-right page corner, and select:
Fixed preset — to create a program with a fixed interest rate
Flexible preset — to create a program with a flexible interest rate
Configure the following general settings:
In the Currency dropdown, select a currency for the savings program. To subscribe to the program, your clients must have wallets denominated in the program currency.
In the Name field, enter a unique name for the savings program. The program name is displayed to clients in the B2CORE UI.
In the Description field, enter a program description. The program description is displayed to clients in the B2CORE UI.
Set the Status option to Active or Inactive.
If Active, the card showing details of the savings program is displayed in the B2CORE UI, and clients can subscribe to the program.
If Inactive, the card of the savings program isn’t displayed in the B2CORE UI.
In the Admission fee field, enter a fee amount that clients must pay when subscribing to the savings program. The admission fee is deducted from client wallets denominated in the program currency. The admission fee can be specified as an integer or decimal value. If you don’t want to charge the admission fee, enter 0 (zero).
Proceed to configuring settings specific to the selected savings strategy:
After configuring the settings, click Save to create the savings program.
The preset of the created savings program is displayed on the Savings Preset page.
If the preset is assigned the Active status, the card of the created savings program is displayed to clients in the B2CORE UI, and clients can subscribe to the program.
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