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How to Adjust and Reassign Member Credits

Manually add, deduct, transfer, or correct a member's booking credits from their CRM profile.

Steps

Accessing credit management

  • Navigate to: Contacts > Customers → find the customer → click their name
  • Click the Billing & Payments tab and find the Booking Credits section. Use the + / – buttons to adjust a balance, Manage credits to reassign, or Issue new Booking Credits to add a package.

A customer's Billing & Payments tab showing Booking Credits with +/- adjusters, Manage credits, and Issue new Booking Credits

Issue New Credits (Add)

Use this to add credits to a member’s account — comps, corrections, or goodwill credits.

  1. Click: Issue new Booking Credits
  2. Select: the product type the credits should apply to
  3. Enter: number of credits and purchase price ($0 for a free comp)
  4. Set expiration date if applicable
  5. Click: Add credits

Deduct Credits (Remove)

Use this to remove credits that were issued in error.

  1. Find the booking credits in the Booking Credits list
  2. Click the manage/edit option on the booking credits
  3. Deduct credits: enter the number to remove
  4. Add a staff note explaining the reason
  5. Save

Transfer Credits Between Products

If credits need to be moved from one product type to another (e.g., “Yoga credits” to “General credits”):

  1. Issue new credits for the correct product type ($0 price)
  2. Deduct the same number from the old product

There’s no automatic transfer — it’s a manual add + remove.

Reassign Credits to a Different Customer

Credits can’t be transferred between customer accounts directly via the UI. Options:

  1. Deduct from customer A → Issue equivalent credits to customer B
  2. Note: Gift cards are a better tool for transferring value between customers

On Mobile

Same steps — credit management works on mobile browser.

Tips

  • Set a reason in the internal note: Credit adjustments show in the customer’s billing history. A note helps future staff understand why the adjustment was made.
  • $0 price = free credit: When issuing credits at $0, a note appears in billing history that confirms no charge was made.

Troubleshooting

The product I want to issue credits for doesn’t appear in the dropdown. Only products configured as booking credits or subscription credit products appear here. If the product is missing, check that it’s active in Products & Services.

Credits were issued with the wrong expiration date. You can’t edit an existing credit’s expiration date. Deduct the incorrect credits and re-issue with the correct date.

Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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