Adjusting account balances

Use the Account Balances feature to issue a credit or charge an amount to a client's account.

About account balances

Clients can redeem their account balance in-studio or on the widget. An account balance can be used towards any payment that is not an initial/ first plan payment. Payment towards a balance owed (a positive balance) can only be made in-studio and not via the Widget. Clients can view their account balance by selecting Your Wallet from the Widget menu.

Issue an account balance credit

From the Overview tab of the client's profile, scroll down to the section titled Client Balances
Select Adjust Balance
Select Issue a credit to client account if you'd like to add credits that can later be applied to in-studio purchases or select Charge an amount to client account if you'd like to add a balance owed that you can collect payment on later
Enter the amount you would like to credit or have the client owe
Enter in the reason for the adjustment
Select Save

From the Overview tab of the client's profile, scroll down to the section titled Client Balances

Select Adjust Balance

Select Issue a credit to client account if you'd like to add credits that can later be applied to in-studio purchases or select Charge an amount to client account if you'd like to add a balance owed that you can collect payment on later

Enter the amount you would like to credit or have the client owe

Enter in the reason for the adjustment

Select Save

You will now see the client's account balance listed under Client Balance. If a client has credit, the credit will appear on the Front Desk and Widget at checkout.

Charge a Balance to a Client's Account

From the Overview tab of the client's profile, scroll down to the section titled Client Balances
Select Adjust Balance
Select Charge an amount to client account if you'd like to add a balance owed that you can collect payment on later
Enter the amount you would like to credit or have the client owe
Enter in the reason for the adjustment
Select Save

From the Overview tab of the client's profile, scroll down to the section titled Client Balances

Select Adjust Balance

Select Charge an amount to client account if you'd like to add a balance owed that you can collect payment on later

Enter the amount you would like to credit or have the client owe

Enter in the reason for the adjustment

Select Save

Buy account credit for later use

Begin at the client's profile
From the Overview tab, scroll down to the section titled Client Balance
Select Pay Balance
Enter the amount the client would like to add to their account credit
Select the appropriate payment method
Select Save

Begin at the client's profile

From the Overview tab, scroll down to the section titled Client Balance

Select Pay Balance

Enter the amount the client would like to add to their account credit

Select the appropriate payment method

Select Save