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.
    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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