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How to Edit Credits in Active Packages for Your Clients

Written by Jessica Padilla

If a client has an active pack and you wish to add or remove credits from that pack, follow these steps:

1. Click on Contacts > My contacts and look for the client.

2. Then locate the pack you'd like to edit the credits from, under the Memberships tab. Click the 3 dots next to the pack's name and then Edit credits.

3. Use the arrows or manually add the number to add or remove credits and then click Save.

Important

Credits can only be added or removed while the pack is active. One-time payment packs now auto-expire as soon as all credits are used and all bookings have attendance finalized. Once a pack is expired — whether automatically or by reaching its scheduled date — credits can no longer be edited, added, or refunded. If you need to give a client more credits, make sure to do so before the pack auto-expires.

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