How to Modify the Membership Balance

 

At times, you might want to award extra credits to certain members to retain their loyalty. In such cases, you can edit membership balance directly from the guest profile.

Note: By default, the permission to update credit value is not enabled for any user. To enable it for a user, contact support@zenoti.com.

To change the membership balance

  1. In your appointment book search box, start typing the name of the guest.
  2. Click the Profile link for the matching guest record.
  3. In the Guest Profile window, click the Memberships tab.
  4. Click the Balance column of the membership you want to change.
  5. On the Update Membership Balance window, in the New Balance Box, type the new balance of the guest after adding additional credits.
  6. Click Ok.
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