Viewing a client's Series balance

You can quickly view the number of appointments remaining in a client's Series via the client's record or in the Pre-Sold Series Reports. You can view the appointments each Series credit has been assigned to, as well as make changes to the number of credits remaining by selecting the Edit tool next to each Series. 

Client's record:

1. Navigate to your Business tab.
2. Select Clients.
3. Locate the client in your Client List.
4. Select Credits.
5. Under Pre-Sold Series, view the # Remaining. 
   
   

Pre-Sold Series Report:

1. Navigate to your Business tab.
2. Select Sales.
3. Select Reports.
4. Select Pre-Sold Series.
5. View the # Remaining.