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Where to find this: Client Profile → Credits tab

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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”)
CoachIQ client Credits tab with Master Credits and product credit tabs
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:
CoachIQ credit transaction log showing amounts, actions, and sources

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Credit transaction types explained

Action: Client used a credit to book a sessionShows: -1 Credits (red)Source: Session name (e.g., “Rising Stars Class”)When you see this: Every time they book a credit-based session

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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

  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.
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.
  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.”
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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Turning off a product’s credits

Each product-specific credit tab has a toggle that controls whether that product’s credits count toward the athlete’s spendable balance. Use it to move an athlete off an old plan without deleting anything. When you need it:
  • The athlete moved to a new membership and the old one should stop granting bookings
  • A coupon zeroed out a membership and left a $0 product on the account that keeps renewing credits
  • You granted the wrong credit product and they’ve already booked with it
What the toggle does Turning credits off overrides everything else: even if the underlying purchase or Stripe subscription is still active, the athlete can’t spend these credits until you turn them back on. Nothing is granted, deducted, or erased either way.
1

Open the product's credit tab

Client Profile → Credits → click the tab for the product (not Logs or Master Credits).
2

Switch credit use off

Use the toggle on that tab to deactivate the credits. The balance stays visible but is no longer redeemable.
3

Add the replacement, if any

Grant the new product from the Products tab. The athlete books from the new credits only.
Toggle or archive? The toggle stops the credits and keeps the product showing as active. If you want the product retired as well, use Archive on the client’s Products tab: it removes the remaining credits and keeps the purchase history. See Archiving a client’s product. Deleting a credit-bearing product outright is still not possible once its credits have been used; that protects the booking and credit records behind it.
If the old product is a paid Stripe subscription, turning off its credits doesn’t stop billing. Cancel the subscription as well; see Managing subscriptions.

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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”).

Products

See which credit packages they’ve bought

Transactions

Financial view of credit purchases

Credit System Guide

Complete guide to how credits work