Store Credit helps businesses provide flexible credits to their clients. Credits can be manually added, transferred from membership perks, or collected through cash “keep the change” workflows. This article walks you through where to find a client’s credit balance and how to manage credit throughout the checkout and payment process.
To view or manage a client’s credit:
Navigate to the Client & Pet section and select the desired Client Profile.
Click on "Payment" to access the Store Credit section.
From there, you can edit the client's store credit or view their credit history.
Adjusting Credits Manually
You can manually increase or decrease a client’s Store Credit balance. Navigate to Client Profile > Payment > Store Credit > Edit
Increase credit balance: enter the amount and choose the reason.
Decrease credit balance: Enter the amount and add a note.
💡 Note: Manual adjustments do not generate sales records.
Transferring Membership Perks to Store Credit
If a client has unused membership perks, you can convert them into Store Credits.
Navigate to Client Profile > Memberships.
Click on "Transfer to Store Credit", then select the number of remaining services or benefits you'd like to convert.
You can specify the total credit amount the client will receive.
Confirm the transfer
💡 Note: Membership with unlimited service perks cannot be transferred as Store credits.
You can view the transfer record in the Payment section under:
“Manual adjustment: Transfer from other business perks (from memberships)”
Keeping the Change (Cash Payments Only)
When accepting cash, businesses can convert leftover change into Store Credit.
If the cash tendered exceeds the amount due: A “Keep as store credit” option will appear at checkout.
You can view the history records in the Client Profile > Payment section.
Cash changes will be displayed as "Keep the change as credit", along with the related booking ID.
Checking Out with Store Credit
Clients with available Store Credit can use it during checkout.
In the appointment invoice, click on "Store Credit" to checkout
Update the store credit amount to apply if needed.
Close the invoice to complete the process.
💡 Note: Credits will show only when there's a credit balance on the client account.
Tracking History
All credit-related activities—including additions, deductions, transfers, and usage—are stored in Store Credit History for transparency.
