Managing Client Records
Adding a Client's Birthday
Adding a Referral Source
Adding and Removing a Client's Photo
Adding an Emergency Contact for a Client
Adding Notes and Reminders to a Client's Record and Appointments
Messaging a Client
Deactivating Message Settings per Client
Viewing a Client's Credits
Adding Store Credit
Subtracting and Removing Store Credit
There are a few ways Store Credit can automatically be added to a Client's record.
If a Client redeems a Gift Certificate that is valued at more than the cost of the Service, the remaining balance is converted to Store Credit.
If a Client cancels a prepaid Service from within their own account, the payment is converted to Store Credit to use towards a future appointment. Note: If the Business cancels a prepaid appointment, the Service is added back to the Client's Credits to rebook at a later date.
To manually add Store Credit to a Client's record, navigate to your:
Business Profile.
Select Clients to open your list.
Search for and select the Client to open their record.
Select the Account tab.
Enter a positive amount (e.g., 100) in Store Credit.
Select Apply to add the amount and to update the balance.
Even though a receipt is generated when checking out with Store Credit, Store Credit does not count towards earned income.
Store Credit can be applied by the Business when checking out an appointments.
Store Credit can be applied by the Client when booking an appointment online.