As an administrator, you can set up packages such that guests who buy these packages can transfer their service credits to persons of their choice. 

Important: You must have permissions to transfer the service credits. Your administrator can enable this permission for you at the organization level (Admin > Security Roles > Role Name > Permissions tab > Administrator > Packages > Transfer Creditscheckbox). Note that employees who have permissions to edit a guest's profile, have the Transfer Credits option enabled by default. 

To enable transfer of service credits for a package:

  1. Ensure that you are at the organization level.
  2. Click Admin > Resources > Packages.
  3. Click Add.
  4. Click the General tab.
    Enter the required details for the package, as required.
  5. Select the Enable transfer of service credits checkbox.
    Important:
    a) You will find this checkbox when you create or edit a series, offer, or custom package (template-based).  
    b) As with other changes to packages, Zenoti creates a new version of the package. There is no impact on guests who have already purchased the package.

Important: For custom packages (non template-based), you will find the Enable transfer of service credits checkbox under Transfer benefits of package not based on template (organization level > Settings > Packages). 

6. Complete all other steps to create a package, as required.

7. Click Save.

Your front desk can now transfer service credits of any guest who purchases this package to any person of that guest's choice.

See Also

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