What Should I Do if a Client Books and Prepays for Another Client?

A prepaid appointment cannot be transferred from one Client to another. If Client A books and prepays for Client B but under Client A's record, you can:

1. Cancel Client A's appointment. Deselect the checkbox to send a cancelation email to the client.
2. Select Cancel: No Refund.
3. Select the "Remove pre-paid credit so the client cannot use the credit again in the future" option.
4. Select Cancel Appointment.
5. Rebook the appointment for Client B.
6. Go to the Account section of Client B's record, and Apply Store Credit. Enter the amount that Client A prepaid.  To see the exact steps for adding Store Credit, click here.
7. Use Client B's Store Credit to complete checkout.  To see the exact steps for redeeming Store Credit, click here.

The prepayment will remain in Client A's record, and the Store Credit will not add any new income to your Sales Reports.