When a client enrolls into a membership, whether online or by the business, the credits associated within that membership are then added to the client's record, which will look like this:
To access this page, you will follow these steps:
1. Click Clients in the blue banner at the top of your account.
2. Open the client's record.
3. Click the Credits tab.
The information present here is as follows by column:
Credits: The number of credits remaining for each discount group
Membership: The title of the membership enrolled by the client
Included Services/Add-ons: Any services or add-ons included in the membership
Discount %: How much the service will be discounted at check out when using a membership credit
Expiration Date: The date the credit will expire if unused. This is determined by rollover settings when creating the membership.
Membership credits will only be used at check out. So until a client's appointment has been checked out, all credits will appear within their record.
However, to help keep track of how many appointments have been booked by a client that are applicable within the membership, additional information will display as the appointment is booked by the business.
Using the example of a membership that offers 1 credit at no additional cost and 3 credits at a 10% discount, the appointment modal will appear as above when the first appointment is booked.
If a second appointment is booked during the month, it will update to show like the following:
Notice the number of credits remaining will update during booking, even if the first appointment has not yet been checked out.
Once an appointment has been checked out though, the credits on the client's record will update. You can click the View Activity link within the Credits tab to view specifics as to when the credits were used.
