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Adjusting Credits Balance

Adjusting Credits Balance

Only a Flex Manager has permission to allocate additional credits to a Membership

In addition to the recurring credits allocated to a Membership each month, a Flex Manager can decide to allocate additional credits to a membership.

To allocate additional credits:

  1. Log into Equiem One

  2. Select Credits from the left-hand menu

    Screenshot 2024-09-18 at 18.29.02.png

  3. Select the Adjust Credits Balance button from the top right hand corner

    Screenshot 2024-09-18 at 18.29.43.png

     

  4. Select the membership you would like to provide additional credits to from the drop-down list provided

  5. Input the number of credits you would like to allocate

  6. Press Add

    Screenshot 2024-09-18 at 18.31.26.png

  7. The change will be effective immediately and you’ll be able to view the activity in the Credits Activity widget at the bottom of the Credits Homepage.

    Screenshot 2024-09-18 at 18.32.43.png

 

 

 

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