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Knowledge Base |
Change A Session Credit Type
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This article will guide you through changing session credits from one type to another, individually or in bulk, for a user.
Accessing Session Credits Tab
To access the bookings and session credits, select the desired client and click on Bookings.
Manually Change A Session Credit
The Bookings and Session
Credit Status tab will open by default. Click the
blue arrow to the right of a session that you wish
to change.
Select The Session Credit Type
Select the new session type this credit will become, enter in a
note if desired (optional), then click the
Change Session Type button to complete your change.
Bulk Session Credit Change
Select Session Credits
Select The Session Credit Type
A Change Session Credits Type dialog box will appear. Select the new session type the selected credits will become. Enter in a
note if desired (optional). Click the
Change Session Types button to complete your change.
Yes. Service & class credits are available to be selected from the options list. A service credit can be changed to a class credit or vice versa.
- Does the credit duration have to match between my old & new credit type?
No. Like your service & classes, you are able to select any option from the list. A 30 minute credit could be changed to a 60 minute credit, for example.
- My customer is receiving the wrong credits every month. How can I change the type of credit they are receiving each month?
Your invoice is releasing credit types based on invoice & sales package settings. If your customer has a recurring invoice releasing credits & you would like the customer to receive a different type of credits, the invoice type would require a change. Your best solution is to cancel the existing agreement in place & sell the customer an agreement which releases the proper credit type moving forward.
Requirements - A Master Admin login or a staff type with the following permissions:
- Member Management: Credits & Bookings : Can view customer booking & session credit status
- Member Management: Credits & Bookings Can manually / delete session credit
Individual Session Credit Change
Accessing Session Credits Tab
Manually Change A Session Credit
Select The Session Credit Type
Bulk Session Credit Change
Select Session Credits
Frequently Asked Questions:
- Can I change credits for a one-on-one service credit to a class credit?Yes. Service & class credits are available to be selected from the options list. A service credit can be changed to a class credit or vice versa.
No. Like your service & classes, you are able to select any option from the list. A 30 minute credit could be changed to a 60 minute credit, for example.
Your invoice is releasing credit types based on invoice & sales package settings. If your customer has a recurring invoice releasing credits & you would like the customer to receive a different type of credits, the invoice type would require a change. Your best solution is to cancel the existing agreement in place & sell the customer an agreement which releases the proper credit type moving forward.
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