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Add and Remove Credits

Victoria avatar
Written by Victoria
Updated over 10 months ago

You now have the ability to add and remove credits from your clients' packages. This is a great tool if someone shows up late and/or you want to add a credit for client satisfaction.

  1. Navigate to the client profile

  2. Find their active package and click the 3 dots next to the package.

  3. Click either add or subtract

    • Screen_Shot_2023-01-11_at_10.19.56_AM.png
  4. Choose what type of credit you want to give the client and how many credits

  5. Enter a reason for why you are adding or removing a credit. The database tracks this information, in the event a client or you ask why a credit was added or removed.

    • Click "Add"

    • Note: You can give any type of credit. E.g., if the package was for 10 in-person classes but you want to give 1 on-demand credit, you can!

  6. See the changes!

    • Screen_Shot_2023-01-11_at_10.20.38_AM.png
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