Session credits are how Coaching on the web keeps count of prepaid sessions. A client buys a pack of ten, ten credits land on their balance, and you take one off each time you train them.
Where credits come from
Credits are added when an invoice is paid, never when it is issued:
- A pack adds its sessions in one go.
- A plan with sessions per cycle adds them each time it renews.
- A custom invoice adds whatever you entered under Session credits.
Marking an invoice paid by cash or transfer adds its credits too.
Using a session
Open the client's … menu and choose Billing. The panel shows their credits, what they owe, anything overdue, and when they last paid.
Choose Use a session after you deliver one. One credit comes off and the panel confirms what's left. At zero the button reads No credits left.
Nothing is deducted automatically. Completing a workout in the app doesn't use a credit, and neither does a session in your calendar. The balance moves only when you move it, so make it part of the end of every session.
Correcting the balance
Choose Adjust credits to add or remove credits by hand: a free session as a goodwill gesture, a session you forgot to record, a mistake. Enter the number, positive or negative, and a Reason, then Apply.
Write a reason you'll understand in six months. It is the only record of why the balance changed.
History and expiry
Show history lists every movement: Purchased, Session used, Adjustment and Refunded, with any expiry date.
If the product has an expiry, unused credits lapse that many days after purchase. Set it to match the terms you've agreed with your clients.
Refunds
A full refund takes back any unused credits from that purchase. A partial refund leaves the credits alone, so adjust them yourself if the refund was for unused sessions.
On the client grid
A client's card shows a pill when there is something to know. Money owed comes first: what is overdue, then what is due. If they owe nothing, the pill shows how many credits they have left.