If a client has Membership credits available in their account that a redeemable towards the service on their appointment, the credits will appear available to be applied during appointment checkout.
To apply a Membership credit during check out of an appointment on your Schedule:
- Select Schedule.
- Click on the appointment and select Check Out.
- Underneath the Service, a Membership credit applied message will automatically appear and apply the oldest available credit:
- If you would like to change the credit being applied to the appointment, deselect and reselect the Membership credit applied button. A modal will display showing all of the client's Membership credits or discounts that include the Service you are checking out, but this will only apply if the client has multiple credits to select from. Select the Membership credit you want to apply and click OK.
- The Subtotal will update with the new balance. Continue checking out as normal.
Notes:
- The client's Appointment must be booked with a Service that their Membership's credits apply to. For instance, if the client is enrolled in a Membership that provides credits for a 60 min Deep Tissue Service, the credits cannot be redeemed for a 60 min Swedish. The same goes for duration--you cannot redeem a 60 min credit towards a 90 min Service.
- If a client has multiple Membership credits, the oldest credit will automatically be applied. When editing the credit, the oldest credit will display at the top of the list. This helps ensure clients use the credits that will expire first.
View the Desktop Directions here: Applying a Membership Credit during Checkout