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How do I manage a customer's account balance?

Overview of Account Balance

Leah Cullins avatar
Written by Leah Cullins
Updated over 3 months ago


Acquiring an Account Balance

Customers can acquire an account balance in three ways:

  • Gift Card Redemption – Customers redeem a gift card to their account balance. This action is permanent.

  • Refunds to Account Balance – When a return is processed, the refund may be applied to the account balance instead of the original payment method. This choice is irreversible.

  • Admin – Authorized employees can add a complimentary balance.

To view the Account Balance of a customer, search for the customer > Payment Methods. If you want to editan account balance, click Modify Account Balance and add or subtract the dollar amount.

All account balance transactions including gift card redemptions and refunds are final and cannot be modified. Only a complimentary account balance added by a studio employee can be removed.


Account Balance Usage Rules

  • Gift Card Purchases

    • Cannot be used to buy gift cards with a dollar value (e.g., a $100 Gift Card).

    • Can be used for Credit Package gift cards (e.g., 3-Pack Gift Card).

  • Membership Payments:

    • Recurring Memberships can be paid with the account balance.

    • The first payment on a Bill on Start Membership must be paid with the customer’s credit card on file. The following payments can use the account balance

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