Managing Client Membership Credit in CMS

  1. Adding, Removing, or Transferring Credit:

    • Click the "+" button next to the member's credit summary.

    • Fill out the "Add Credit" fields.

    • To remove credit, enter a negative (-) amount in the field.

  2. Transferring Credit to Another Client:

    • Click the "Transfer" button next to the credit.

    • Enter the email of the client receiving the credit.

    • The transferred credit will be added as marketing credit.

  3. Adding Promo Codes:

    • Promo codes can also be applied from this section in CMS.