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Home > Client Management > Categorization of Credits in Client's Profile
Categorization of Credits in Client's Profile
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Categorization of credits can now be found within a Client's Package area.
 

  • Login into your Core account via core.hapana.com
  • Navigate to 'Clients' in the top menu bar
  • Search for the desired client via the search bar and click on the client name to open their profile page.
  • Select the Payment (card icon).


You will now see a more detailed breakdown into the status of a clients' session credits. The current system shows a progress bar indicating the number of used credits out of the total purchased credits, without differentiating between future and past bookings. Now a more granular view can be seen with credits categorized by "Available," "Booked," and "Used" statuses.
 

  1. Available: Indicates how many credits are available and have not been used for any past or future booking.
  2. Booked: Indicates how many credits have been used to make a booking, where the booking is in the future.
  3. Used: Indicates how many credits have been used to make a booking where the booking is in the past, with statuses such as attended, no show, or late cancel. This also includes credits used for General Check-ins.

 

These additions will provide a clearer understanding of clients' credit utilization and enhance the user experience by offering precise tracking of session credits.

 

 

 

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