Editing a client's Series balance

If you need to make an adjustment to the number of sessions remaining in a client's Series, you can so directly from their client record. 

  1. Navigate to your Client List and open up the record for the client.
  2. Select the Credits tab.
  3. Under Pre-Sold Series, select Edit next to the Series and adjust the remaining Series balance down by one. Include a Reason for adjustment, if desired. This indicates that the client has one less service on their Series balance, since they gave the service to another client.

 

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