Understanding Customer Credit Usage in Studio Management

Being able to see a detailed breakdown of how a customer has used their credits is incredibly useful in day-to-day studio management. It provides clarity and transparency, showing exactly how credits were used across classes, appointments, or courses. This is especially beneficial if a customer raises a dispute or has questions about their credit usage. It also aids your team in handling refunds, cancellations, or adjustments confidently, while assuring customers that everything is tracked accurately.

How to Check a Customer's Credit Usage

1. Navigate to the customer's profile.

2. Click on the three dots next to the membership you want to review.

3. Select Credit Usage.

Understanding the Credit Usage Summary

• Starting Credits: The number of credits the customer started with, based on the membership setting.

• Total Booked: The number of credits used to book sessions using this membership.

• Free Cancellations: The number of credits added back to the membership due to free cancellations.

• Rollover Credits: The number of credits rolled over from the previous cycle, relevant in case of subscriptions.

• Manual Changes: Credits adjusted manually in the CRM.

• Credits Left: The number of credits the customer has left to use on this membership.

Detailed Credit Usage

You can view a detailed list of when each credit was used or added. Options include:

• All usage

• Credits used to book sessions

• Credits added due to free cancellations

• Credits added or removed manually

• Credits rolled over

If you need to share this information with a customer, you can export it as a report. For subscriptions, there is an additional option to view usage per cycle.

Conclusion

Checking credit usage history is straightforward, providing both your studio and your customers with full transparency and accountability.