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 firstname.lastname@example.org.
To change the membership balance
- In your appointment book search box, start typing the name of the guest.
- Click the Profile link for the matching guest record.
- In the Guest Profile window, click the Memberships tab.
- Click the Balance column of the membership you want to change.
- On the Update Membership Balance window, in the New Balance Box, type the new balance of the guest after adding additional credits.
- Click Ok.