Client Account Balances

Clients can have an account balance that can be used as a payment method during checkout. Clients can use their account balance to pay for any sales, including any services or products.

Client account balances also provide more flexibility for managing transactions and memberships.

• More refund and credit options: Refund or reverse payments directly to a client’s account balance. You can also manually add (i.e. credit) a specific amount to a client's account balance as a reward, gift, etc.

• Move deposits between appointments: Refund a deposit directly to a client’s account balance to use for another appointment or sale.

• Set up an accrual-based membership (beauty bank): Set up a membership plan that adds money to the client's account balance instead of giving the client service credits.

To enable client account balances, open the Settings app and go to Business Setup > Advanced Settings > Client Account Balances.

The articles in this section cover client account balances, including adjusting account balances, using account balances during checkout, and more.