Account Balances

Here’s how to adjust account balances within our Gym Management Software, starting from your Dashboard.

You can adjust account balances for clients and staff members.

PLEASE NOTE: If one of your customers or staff members makes a purchase while they have an outstanding account balance that they owe, they will be charged for the full purchase price PLUS the amount of the outstanding balance owed.

Step-by-step instructions are below:

• Adjust Balance for a Client
• Adjust Balance for a Staff Member

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Step-by-Step Guide: Adjust Client Account Balance

Step 1: Hover over the gear icon next to the client you want to manage.

Step 2: Select “Payment Details” from the fly out menu.

Step 3: On the “Account Balance” tab, click on the “+ Adjust Balance” button.

Step 4: Choose your adjustment type, then enter the Amount and Description.

A credit balance adjustment will decrease the amount the client owes you. Any purchases made by the client will be deducted first from the credit balance.

A debit balance adjustment will increase the amount the client owes you. When the client makes any purchase, the amount of their debit balance will be added on top of the purchase amount.

Enter your reason for the adjustment in the description. Client’s won’t be able to see the notes entered in the Description.

Step 5: Make sure your Starting Balance and Ending Balance are what you expect, and click “Create Adjustment” to process your adjustment.

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Step-by-Step Guide: Adjust Staff Member Account Balance

Step 1: Click the gear icon next for the staff member you want to adjust.

Step 2: Select “Account Balance” from the top menu, then click the “+ Adjust Balance” button.

Step 3: Choose your adjustment type, then enter the Amount and Description.

A credit balance will decrease the amount the staff member owes you. Any purchases made by the client will be deducted first from the credit balance.

A debit balance will increase the amount the staff member owes you. When the client makes any purchase the amount of their debit balance will be added on top of the purchase amount.

Enter your reason for the adjustment in the description. Client’s won’t be able to see the notes entered in the Description.

Step 4: Make sure your Starting Balance and Ending Balance are what you expect, and click “Create Adjustment” to process your adjustment.

Account Balance History

The Account Balance history will show you all of the account balance transactions that have taken place for the selected account.

Now you can make manual adjustments to client and staff account balances at any time!