To view a client's Membership credits, navigate to your:
- Business Profile.
- Select Clients to open your list.
- Search for and select the Client to open their record.
- Select the Credits tab.
A full description of all credits that have not yet expired will display under the Credits tab:
The Credits column will indicate the number of credits from that credit group that remain available.
The Membership column will indicate the membership that awarded the credits.
The Included Services / Add-ons column will indicate which services those credits can be redeemed towards.
The Discount % column will indicate the amount that is discounted when the credit is applied during checkout.
The Expires on column will indicate the date that the credits in that credit group will expire.
Notes:
- The number next to Membership Credits in the header is the number credit groups that have yet to expire. The number of line items shown below should match the number of groups shown in the header. A credit group is generated every time a membership is started or renewed. Credits are grouped based on when they were assigned, what services are included, and what the discount is.
- The expiration date is the rollover time, plus one additional month. For example, a Membership set to rollover one additional month would allow the credits to be used over a two month period.
- To view a more in depth history of when credits were added or redeemed, select the View Activity button in the Membership Credits header.
- To increase or decrease the number of credits in a credit group, select the Edit button listed in the specific group line item.
- When a group of credits is used up, the line item is not deleted. Instead, it remains in the Credits tab with "0" as the quantity. The line item will then disappear after the expiration date. The purpose of this is to allow the business to add credits if needed.