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Manage membership service credits

Transfer service credits

  1. On the guest profile, click the Memberships tab. You can see the list of recurring and non-recurring memberships; you can filter this list.

  2. Click the name of the membership from which you want to transfer service credits.

  3. In the Services Balances section, under the Balance column, click Transfer. Zenoti prompts you to enter your credentials. If you do not see the Transferbutton, talk to your manager.

  4. Enter the following details:

    • Service: Shows the name of the service whose membership credits you are about to transfer.

    • Quantity: Enter the number of credits to transfer.

    • Expiration Date: Select the date on which the transferred credits will expire. The recipient must use the credits before this date.

    • Recipient: Enter the name of the guest who is to receive the service credits. The recipient can be a new or an existing guest.

  5. Click Save.

Points to consider

  • You can transfer service credits only of membership that are configured to allow the transfer of service credits.

  • The membership must be Active.

  • The original guest (transferor) must have at least one (1) credit to transfer.

  • After the credits are transferred to a recipient, original guests (transferors) cannot request to transfer the credits back to themselves. This situation may arise if the recipient does not want to or is unable to use the service credits.

Extend the validity of membership service credits

You may have to extend the validity of service credits for memberships imported from older software. Depending on the number of invoices, you may have to navigate to the last page to find these memberships.

  1. On the guest profile, click the Memberships tab. You can see the list of recurring and non-recurring memberships; you can filter this list.

  2. Identify the membership with the expired service credits and click the membership name.

  3. In the Service Balances section, expand the membership that has expired credits.

  4. Click the expiry date.

  5. Set the new expiry date.

  6. Click Save.

Other actions

Action

Perform these steps

View transferred service credits

  1. Click the name of the membership for which you want to view the transferred service credits.

  2. Go to the Service Balances section and see the number of service credits transferred in the Transferred column.

For more details on the transfer, go to the Service Transfers section. You can view details such as Transferred date, Service name, Recipient name, Quantity, Balance, Expiry Date, and Shared by (name).

Undo transfer of service credits

  1. Click the name of the membership for which you want to undo transfer of service credits.

  2. In the Service Transfers section, click the Undo icon.

  3. In the confirmation dialog box, click Yes.

Increase the membership credit value

  1. Click the name of the membership.

  2. Click the Balance column.

  3. On the Update Membership Balance window, in the New Balance Credit box, enter the updated balance credits.

  4. Click OK.

    If you are unable to update the balance, talk to your manager.

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