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:
- Ensure that you are at the organization level.
- Click Admin > Resources > Packages.
- Click Add.
- Click the General tab.
Enter the required details for the package, as required.
- Select the Enable transfer of service credits checkbox.
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.