> ## Documentation Index
> Fetch the complete documentation index at: https://help.coachiq.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Credits: Balance & Transaction History

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

<Info>
  **Where to find this**: Client Profile → **Credits** tab
</Info>

## 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")

<Frame>
  <img src="https://mintcdn.com/coachiq/OQdr40aGQbwAwlHx/images/client-credits.png?fit=max&auto=format&n=OQdr40aGQbwAwlHx&q=85&s=88e15268310d73f7f04148d2e9334fde" alt="CoachIQ client Credits tab with Master Credits and product credit tabs" width="1960" height="1566" data-path="images/client-credits.png" />
</Frame>

<Note>
  **Number of tabs varies** based on what credit products this client has purchased. New client might only have "Logs" and "Master Credits."
</Note>

***

## 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)             |

<Frame>
  <img src="https://mintcdn.com/coachiq/OQdr40aGQbwAwlHx/images/client-credit-logs.png?fit=max&auto=format&n=OQdr40aGQbwAwlHx&q=85&s=28af89b218aa09a4f4f3bc5260a8eb82" alt="CoachIQ credit transaction log showing amounts, actions, and sources" width="1612" height="1064" data-path="images/client-credit-logs.png" />
</Frame>

***

## Credit transaction types explained

<Tabs>
  <Tab title="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
  </Tab>

  <Tab title="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
  </Tab>

  <Tab title="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
  </Tab>

  <Tab title="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
  </Tab>

  <Tab title="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
  </Tab>
</Tabs>

***

## 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

<Tip>
  **Fastest way**: Look at the top entry amount. That's usually their current balance unless they just booked something.
</Tip>

***

## Common uses

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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."
  </Accordion>

  <Accordion title="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 →](/scheduling/credit-system-overview)
  </Accordion>
</AccordionGroup>

***

## 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

<Warning>
  **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.
</Warning>

***

## 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.

***

## 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").

***

## Related tabs

<CardGroup cols={3}>
  <Card title="Products" icon="box" href="/people/client-profiles/client-profiles-products">
    See which credit packages they've bought
  </Card>

  <Card title="Transactions" icon="receipt" href="/people/client-profiles/client-profiles-transactions">
    Financial view of credit purchases
  </Card>

  <Card title="Credit System Guide" icon="book" href="/scheduling/credit-system-overview">
    Complete guide to how credits work
  </Card>
</CardGroup>