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 your business' Reports section. You can make changes to the number of appointments 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

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