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
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.
In Swift Admin, go to the Calendar page
Create the booking, or if the booking already exists, click on the booking tile for the session you would like to collect payment
Select the Manage Participants and Payments 👤 (second) icon
If the participant is already listed on the booking, you can select the Manage Bookings and Payments (calendar) icon next to the customer's name
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
In the new modal, under the Bookings panel, select the Add (+) icon next to the session(s) you'd like to apply an eligible credit towards
In the Receipt section, make sure the amount for each of the listed session(s) is more than $0. If any session displays as Waived ($0), click on it and change it to any number more than $0.
Click the Checkout button
For the Payment Method, select Package / Membership Credits (X eligible). If the customer does not have any eligible credits to redeem, the system will alert you.
Click the Pay & Apply Changes 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 ✅