Viewing a Client's Credits

The Credits section of a Client's record stores all outstanding Series, Services, Gift Certificates, and Store Credit that a Client has with your Business. 

To view what's available, navigate to your:

  1. Business Profile.
  2. Select Clients to open your list.
  3. Search for and select the Client to open their record. 
  4. Select the Credits tab. 

                                                                                                                                              

Gift Certificates: A history of all Gift Certificates purchased by the Client displays here. Once a certificate has been redeemed, the name of the Client who used it and when they did will appear. 

Pre-Sold Series: The number of outstanding sessions in an active Series displays here. The amount remaining deducts by one each time a session is booked on the Schedule even if the appointment hasn't occurred yet. If you need to adjust the total, select Edit next to what's remaining to increase or decrease the amount. 

Store Credits: The amount of Store Credit a Client has available displays here. 

  • To learn more about adding Store Credit, go here
  • To learn more about subtracting Store Credit, go here

Pre-Sold Individual Services: Services that have been paid for but not booked display here. If you need to adjust what's available, select Remove next to the Service to delete it for future use. 

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