If you are having trouble redeeming a client's membership credit, you will need to ensure the appointment meets the following criteria to redeem a membership credit during appointment checkout:
- The client must have available membership credits.
- The service and duration on the appointment must match the service and duration of the available credits.
If membership credits do not apply automatically during appointment checkout you will need to confirm that the appointment meets the necessary criteria.
To check if a client has available membership credits:
- Select the client's appointment on the schedule.
- Select Details.
- Select the Credits tab.
- Under Membership Credits, view the Credits column.
If the client does not have any available credits, you will need to do one of the following in order to complete checkout:
1. Manually add a credit to the client's membership (if they should have an available credit): Editing a Client's Membership Credit Balance
2. Wait until the client's next renewal payment is processed, then checkout the desired appointment and apply the credit.
3. Complete checkout as normal, charging the client the full price of the service.
To confirm that the service and duration on the appointment match the service and duration of the available credits:
- Select the client's appointment on the schedule.
- Review the service assigned to the appointment.
- Select Details.
- Select the Credits tab.
- Under Membership Credits, view the Included Services / Add-ons column.
If the service or duration on the appointment does not match the service(s) included in the client's membership credits, the best options for completing checkout would be:
1. Edit the appointment to a service and duration included in the membership: Editing an Appointment
2. Discount the appointment 100% and manually delete the credit: Editing a Client's Membership Credit Balance.