A Prepaid Service credit must be applied to an appointment as it is booked on the schedule, it not applied during appointment checkout. This allows for credits to be proactively applied to appointments in the future, labeling those appointments as "Prepaid".
If a client's prepaid credit has been applied to an appointment on 9/15, but the client wishes to book an appointment on 9/4 and instead use their credit on that appointment, but keep the other existing appointment, the 9/15 appointment will need to be modified so that the credit can be applied to the 9/4 appointment. The service and client cannot be edited on a prepaid appointment booked by the client, so the steps below will differ depending on how the appointment was scheduled:
If the future appointment was Booked by Business:
- Select an appointment booked with a Prepaid Service Credit.
- Select Edit to open the appointment modal.
- Select Edit to make changes to the appointment details.
- Select the service dropdown menu and adjust the service to a non-prepaid service.
- Select Save.
- Apply the credit to the new appointment.
If the future appointment was Booked by Client
- Select a future appointment booked with a Prepaid Service Credit.
- Select Edit to open the appointment modal.
- Select Edit to make changes to the appointment details.
- Adjust the time and date of the appointment to match the time and date of the current appointment.
- Select Save.
- Re-book the future appointment, or edit the time and date of the current appointment to match the time and date of the future appointment that was modified.