Credits: Balance & Transaction History

Track credit balances, redemptions, expirations, and purchases across Master Credits and product-specific credits

Where to find this: Client Profile → Credits tab

What it shows

Complete credit transaction history organized by credit type:

Credit tabs you’ll see:

• Logs - Every credit transaction (all types combined)
• Master Credits - Universal credits that work for any scheduler
• [Product Name] Credits - Credits from specific packages (e.g., “Hybrid Rising Stars/Elite 5 Credit Package”)

Number of tabs varies based on what credit products this client has purchased. New client might only have “Logs” and “Master Credits.”

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Reading the transaction log

Each credit transaction shows:

Column	What it means
Date	When transaction occurred (with time)
Amount	Credits added/removed (green = +5, red = -1)
Action	What happened (Redeemed, Expiration, Renewal, Purchased, Set by)
Source	Where credits came from (product name, admin name, “Unknown”)
Info	Additional context (session booked, expiration date)

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Credit transaction types explained

Redeemed

Action: Client used a credit to book a session

Shows: -1 Credits (red)

Source: Session name (e.g., “Rising Stars Class”)

When you see this: Every time they book a credit-based session

Purchased

Action: Client bought a credit package

Shows: +5 Credits or +10 Credits (green)

Source: Product name (e.g., “Month to Month Rising Stars Membership”)

When you see this: After they complete purchase or recurring billing

Set by

Action: You (admin) manually added credits

Shows: +6 Credits (green)

Source: Your name (e.g., “Russell Reeder”)

When you see this: When you give makeup credits, promotions, or adjustments

Renewal

Action: Subscription auto-renewed and added credits

Shows: +5 Credits (green)

Source: Subscription product name

When you see this: Monthly when their membership billing succeeds

Expiration

Action: Unused credits expired based on product rules

Shows: -2 Credits (red)

Source: Product name with expiration settings

When you see this: When credits hit expiration date and weren’t used

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Checking current balance

Quick balance check:

1. Click the credit tab you want (Master Credits, or a specific product)
2. Look at the top of the transaction list—most recent transaction shows running balance
3. Add up green (+) and red (-) entries if you need to verify

Fastest way: Look at the top entry amount. That’s usually their current balance unless they just booked something.

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Common uses

Do they have enough credits for today's session?

1. Click appropriate credit tab (Master or product-specific)
2. Check most recent balance
3. If balance ≥ 1, they can book

Takes 3 seconds from their profile.

Why did their credits disappear?

Look for Expiration entries in red:

• Check Source column—which product expired?
• Check Info column—shows expiration date
• Scroll up to see when credits were originally purchased

Common scenario: Client bought a 10-pack in January with 90-day expiration, used 3 credits, then 7 expired in April.

They claim they never used a credit—verify it

1. Go to Logs tab (shows all credit types)
2. Filter mentally or scroll to find Redeemed entries
3. Check Source column—shows which session
4. Cross-reference with Bookings tab to confirm attendance

Proof: “You redeemed a credit on Oct 16 for Rising Stars Class at 10:34 AM.”

Manually adding credits (makeup, promotion, gift)

You can’t do it from this tab. To manually add credits:

1. Go to main Payments section → Credits
2. Find client, add credits
3. Return to profile Credits tab to see “Set by [Your Name]” entry

Learn how to add credits →

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Master Credits vs Product Credits

Master Credits:

• Work for ANY scheduler you create
• Most flexible
• Typically sold as “10-Pack Universal Credits”

Product-Specific Credits (e.g., “Elite Class 5-Pack”):

• ONLY work for schedulers linked to that product
• Useful for tiered membership levels
• Client might have Master Credits AND Elite Credits separately

Redemption priority: When a client books, CoachIQ uses product-specific credits first (if available), then falls back to Master Credits. You can’t control this order.

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Empty credits tab?

If you see no transactions, this client has:

• Never purchased credits
• Never been manually granted credits
• Only paid cash/card for sessions (not credit-based)

Next step: Sell them a credit package or manually grant trial credits to get started.

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Pro tips

Watch for expiration dates in “Info” column: If you see credits expiring soon, send a reminder: “Hey! You have 5 credits expiring on 10/18. Book your sessions before they’re gone!”

“Unknown” source usually means: Old data before CoachIQ tracked sources, or credits from a deleted product. Not a problem—credits still work.

Negative balances are impossible: If balance hits zero, client can’t book credit-based sessions. They’ll need to purchase more credits or pay directly.

Sort mentally by date: Newest entries at top. Scroll down to see historical patterns (e.g., “They used to buy credits monthly, but stopped 3 months ago”).

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Related tabs

Products

See which credit packages they’ve bought

Transactions

Financial view of credit purchases

Credit System Guide

Complete guide to how credits work