If a customer has purchased a Package or Membership that includes credits, you can manually create a booking in the Calendar and apply one of their available credits.

This is especially helpful when:

• A customer asks you to book on their behalf

• You need to apply a credit manually instead of having them book online

Before you start

Make sure:

• The customer has an active Package or Membership, which you can find under the Credits tab of the customer's profile
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• The Package or Membership credit can be used towards the service their booking is made under

How to apply a package or membership credit to a booking in Admin

If you are manually creating a booking in Admin, and the participant has available credits from a package or their membership, you can manually apply the credit towards the booking to mark the session as Paid with Credit.

1. In Swift Admin, go to the Calendar page
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2. Create the booking, or if the booking already exists, click on the booking tile for the session you would like to collect payment
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3. Select the Manage Participants and Payments 👤 (second) icon
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4. If the participant is already listed on the booking and has not paid yet, you can click the 3 dots icon icon next to the customer's name and select Collect Payment
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   1. If the participant isn't listed on the booking yet, then type their name in the Customer field and select their profile when it appears
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5. The booking will show in the cart, and in the Subtotal section it should show if the participant has eligible credits to use towards the booking
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6. Click the Next button
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7. The system will prompt you whether to Redeem Credits towards the booking. Click the Add (+) icon next to the package or membership you want to deduct the credit from and it should deduct the cart amount
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8. Click the Next button
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9. On the Summary page, make sure the booking and amount is correct.
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10. Click the Finish Checkout button to save changes.

Once the payment has been processed, the booking tile on the Calendar will display with a green checkmark to indicate the session is paid ✅