This article will guide you through changing session credits from one type to another, individually or in bulk, for a user.
1. Access Session Credits
To access the bookings and session credits, select the desired client and click on Bookings.
2. Change 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 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
The bulk change tool for session credits can be found on that same Bookings and Session Credit History page. To bulk change session credits, click the select all check box or the boxes of the credits you wish to change. Select Change Session Credit Type > GO to advance to the next step.
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.
Frequently Asked Questions:
1. 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.
2. 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.
3. 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 login with the following permissions.
- Member Management: Credits & Bookings : Can view customer booking & session credit status
- Member Management: Credits & Bookings Can manually / delete session credit