How to adjust a client's credits or deactivate a client

This article shows owners and admins how to change a client's session credits and how to deactivate a client who has left. Every change is recorded in the client's Credit history. Deactivated clients don't count toward your plan's active client limit, and their history is kept.

Before you begin#

• Sign in as the owner or an admin.
• Know how many credits to add or remove and why.

Add or remove credits#

1. Go to Clients and select the client.
2. Find Credit balance.
3. Enter a whole number in Adjust (+/−): +1 to add one session, -2 to remove two.
4. Add a Note, for example Goodwill credit or Moved from old system.
5. Select Apply. You'll see Credits updated.

Deactivate or reactivate a client#

1. Open the client from Clients.
2. Scroll to Deactivate this client and select Deactivate.
3. To bring them back, select Reactivate under Reactivate this client.

Common mistakes#

Entering 0 or a decimal#

You'll see Enter a non-zero whole number of credits. Use whole numbers such as 1 or -1.

Leaving out the note#

The note shows in Credit history and helps you and your team remember why the balance changed.

Reactivating when you're at your limit#

If you're at your plan's client limit, you'll see Your plan's client limit has been reached — upgrade to reactivate this client.

Giving credits to fix a payment problem#

If the client paid twice, refund the duplicate instead. See How to refund a client's purchase.

Credit changes show on the client's portal and in the Levflex app straight away.