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.

Adjust Balance

Step-by-step instructions are below:

Step-by-Step Guide: Adjust Client Account Balance

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

manage client

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

payment details

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

create adjustment

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

adjusting balance

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.

confirm adjustment

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

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

manage staff

 

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

adjust staff balance

 

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

adjusting balance

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.

confirm 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.

account balance history

 

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

Updated on July 27, 2021

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