This article will guide you through changing session credits from one type to another for a client in ClubReady. This can be done individually for a single credit or in bulk for multiple credits at once.
Content:
- Before You Begin
- How to Change a Session Credit Type
- Bulk Session Credit Type Change
- Frequently Asked Questions
Before You Begin
Make sure you have the following before getting started:
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Permissions required:
- Member Management: Credits & Bookings - Can View Customer Booking & Session Credit Status
- Member Management: Credits & Bookings - Can Manually Add/Delete Session Credits
How to Change a Session Credit Type
1. Access Session Credits: Search for and select the desired client. Click the BOOKINGS button to open the Bookings and Session Credit Status screen.
2. Change the Session Credit Type: Locate the session credit you wish to change and click the blue arrow to the right of it.
Select the new session credit type from the available options, enter an optional note if needed, then click Change Session Type to save.
Bulk Session Credit Type Change
To change multiple session credits at once, navigate to the same Bookings and Session Credit Status page. Select the credits you want to update by checking the Select All checkbox or individually checking the boxes next to each credit. Click the Change Session Credit Type dropdown and select GO to proceed.
A Change Session Credits Type dialog box will appear. Select the new session credit type for the selected credits, enter an optional note if needed, then click Change Session Types to complete the bulk change.
Frequently Asked Questions
Q: Can I change a one-on-one service credit to a class credit?
A: Yes. Both service and class credits are available as options in the selection list. A service credit can be changed to a class credit and vice versa.
Q: Does the credit duration have to match between the old and new credit type?
A: No. You can select any available option from the list regardless of duration. For example, a 30-minute credit can be changed to a 60-minute credit.
Q: My client is receiving the wrong type of credits every month. How can I fix this?
A: The credit type being released each month is determined by the invoice and sales package settings. If the client has a recurring invoice releasing the wrong credit type, the best solution is to cancel the existing agreement and write up a new agreement with the correct credit type. Manually changing the credit type each month is not a sustainable long-term solution.