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How to Add Money to an Account Balance

You can add money to a person's account balance in three ways:

  • On their profile in Studio, under the 'Financial' screen.
  • When making an offline payment (with change) for a retail purchase in Studio.
  • When making an offline payment (with change) in the Staff App.

 

PLEASE NOTE - The account balance function will not be available on the kiosk Ipad app and Member Connect due to overall usage trending away from those products, and that they will be undergoing major changes in the future.

 

Add Directly to a profile in Studio:

Navigate to the person's 'Financial' page & click the 'Add a Balance' button at the top of the screen

Screen_Shot_2017-03-03_at_1.46.11_PM.png

Enter the details for the balance being added into the pop up menu

Screen_Shot_2017-03-03_at_1.46.24_PM.png

Now you can clearly see the new account balance in the box at the top of the 'Financial Screen'

Screen_Shot_2017-03-03_at_1.46.32_PM.png

 

Change for an Offline Payment in the Studio Retail Store

When you process an offline payment through the Studio Retail Store where change is due, you will get a pop up message asking if you want to apply the amount of the change to the person's account, or just give them the change.

Screen_Shot_2017-03-03_at_2.34.14_PM.png

 

Change for an Offline Payment in the Staff App

When you process an offline payment through the Staff App where change is due, you will get a pop up message asking if you want to apply the amount of the change to the person's account, or just give them the change.

Screen_Shot_2017-03-03_at_2.34.51_PM.png

 

Here is a video walking through an overview of Account Balances.

Please reach out to our support team with your questions at help@zenplanner.com or at 866-541-3570.

 

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