How to Add a Credit in Gym Assistant

How to Add a Credit in Gym Assistant September 2024

Introduction
Provides the ability to add a monthly, quarterly, yearly, etc. credit to a member account that will be credited automatically on the next billing date.

Before you begin create a backup file, refer to article How to Manually Create a Backup in Gym Assistant for instructions.  

• Begin by going to Utilities > Special Features.

• Type Apply Credits to Members into the Lookup bar > click on it highlighting it in blue > click OK.

• Click Yes to apply Credits for members that you select. 

• Select Filters for Members List you would like included to have this credit added > Generate List.  

• Review the list to confirm the list is accurate > click Continue. 

• Choose options to again verify the member list and remove members included in the list if necessary > click Continue.

• Enter the Amount and Description > click OK. 

• Click Yes to verify that you do want to Apply Credit to these members.

• Ignore that the next screen that talks about adding a charge to these members, it will be a credit > click OK.

• The screen will then go back to the beginning > click Cancel.  

The credit can now be seen on the profile of each member receiving the credit to the right of Current Balance and in green.