When you go to create an order by selecting '+' > New order enter in the name of the client. If this client has a membership with redeemable recurring credits they will appear here or if the client has course credits there will appear here too.
Add the appointment/ session/ package etc. If it is a multi-use credit, the credit will automatically be applied to the item if it matches the requirements, if it is not multi-use you will have to select 'Apply' in order for the credit to be applied to the order.
In the client details section on the order you will be able to see the expiry date of the credits if it has one. If there is no expiry date set on the credit then it will state 'No expiry' to let you know.
Once the credit is applied, the discount will show on the item. In this example it was a free massage so when the credit was applied the item becomes completely free and there is nothing left to pay.
How to apply credits on the shop front?
To apply credits on the shop front the customer will have to be logged into their account as the credits are associated with an account.
The customer can find their credits by heading to the person icon to take them to their account page > Credits > here they will see any credits from courses or memberships.
To apply the credits, the customer will need to book the offering that links to the credit/ credits they have, then when they head to 'Checkout' they will be able to apply the credit!
At the check out you will see the 'Available credits' section, this will list all of the credits the customer has. If the credit is a 'multi-use' credit then it will automatically apply to the order, if the item in the order contains the applicable offering. As you can see in the second screenshot the 'free massage' credit is 'Applied'. The total of the order has been reduce to £0 from £40. You can remove the credits by selecting the 'Remove' button.
Other credits that are not multi-use will have the 'Apply' button, if selected and an offering in the basket is applicable the credit will apply to the order. However, if the customer selects 'Apply' and the credit is not applicable a pop up will appear stating 'Sorry, this credit couldn't be applied to this order'.
Also, the expiry date of the credits will be shown on the checkout page. If there is no expiry date set on the credit then it will state 'No expiry' to let you know.