The Credits section of a Client's record in MassageBook Manager stores all outstanding Series, Services, and Store Credit that a Client has with your Business.
To view what's available, open MassageBook Manager and follow the steps below:
- Select the Mobile Menu in the top left corner of the app.
- Select Clients to open your list.
- Search for and select the Client to open their record.
- Select the Credits tab.
Store Credits: The amount of Store Credit a Client has available displays here. Store Credit can currently only be managed via the web version of MassageBook.
- 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. Credits can be applied directly to a new appointment by selecting Book Now next to the available credit.
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. Credits can be applied directly to a new appointment by selecting Book Now next to the available credit.
View the Desktop Directions here: Viewing a Client's Credits