--- title: Edit a Client’s Credit Allocation for a Specific Date Period description: Client credit allocation Hapana --- [Skip to content](https://support.hapana.com/kb/article/335#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) # Edit a Client’s Credit Allocation for a Specific Date Period ## Overview This article covers how to edit a client's credit allocation for a specific date period within your Hapana Core platform. This process is essential when a client needs adjustments to their package credits — for example, if they upgrade, downgrade, or require a manual correction. Making sure the right amount of credits are assigned ensures smooth session bookings and accurate client billing. ## Prerequisites - Access to your Hapana Core account. - Admin or staff-level permissions to manage client profiles and payment details. - The client must have an active membership or package associated with session credits. --- ### 1. Log in to Your Core Hapana Account - Visit [core.hapana.com/login](https://core.hapana.com/login) and enter your credentials. --- ### 2. Click **Clients** - From the top navigation bar, click **Clients** to access your client list. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441536495_87ae3d84_image-20250519104854-1-1.png?width=1541&height=911&name=1759441536495_87ae3d84_image-20250519104854-1-1.png) --- ### 3. Search for the Client - Use the search bar to find the client by **Name**, **Email Address**, or **Phone Number**. --- ### 4. Click the **Client's Name** - Select the correct client by clicking on their name. This will open their profile. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441538148_58f23254_image-20250519105155-2-1.png?width=1541&height=911&name=1759441538148_58f23254_image-20250519105155-2-1.png) --- ### 5. Select the **Payment** Tab - In the client profile, click the **Payment** tab to view billing and credit information. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441539941_63fe6ed8_image-20250519105206-3-1.png?width=1541&height=911&name=1759441539941_63fe6ed8_image-20250519105206-3-1.png) > Tip: The Payment tab is marked by a small credit card icon for easy identification! --- ### 6. Click **View History** on the Membership/Package - Locate the membership/package where you want to edit the credits. - Click **View History** under the relevant package. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441541766_ccd36684_image-20250519105218-4-1.png?width=1541&height=911&name=1759441541766_ccd36684_image-20250519105218-4-1.png) --- ### 7. Click **Update Credits** Next to the Relevant Billing Period - Locate the period where you want to adjust the credits. - Click the **Update Credits** button associated with that specific row. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441543346_b984d1a0_image-20250519105230-5-1.png?width=1541&height=911&name=1759441543346_b984d1a0_image-20250519105230-5-1.png) --- ### 8. Update Credit Information - In the pop-up window, select **Add Credits** or adjust the number of credits as needed. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441544941_0baa8cba_image-20250519105242-6-1.png?width=1541&height=911&name=1759441544941_0baa8cba_image-20250519105242-6-1.png) - Enter the new credit number in the field provided. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441546587_9c5d1738_image-20250519105258-7-1.png?width=1541&height=911&name=1759441546587_9c5d1738_image-20250519105258-7-1.png) --- ### 9. Click **Save** to Apply Changes - After adjusting the credits, click **Save** to finalize and apply the changes. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441548160_fd828a17_image-20250519105312-8-1.png?width=1541&height=911&name=1759441548160_fd828a17_image-20250519105312-8-1.png) > Tip: Always double-check the billing period before updating credits to avoid accidental changes! --- ## Expected Outcome The client's credit allocation will be successfully updated for the specific date period selected. Their available credits will reflect accurately for future bookings. --- ## FAQs **Q: Can I reverse a credit change after saving it?** A: No, once a credit adjustment is saved, it must be manually corrected with another update. **Q: What happens if I add more credits than allowed?** A: The system will allow it, but be cautious — over-allocation may lead to discrepancies in bookings. **Q: Can I adjust credits for expired memberships?** A: No, adjustments can only be made on active or current memberships/packages. --- **Need Help?** Reach out to our support team via [**support@hapana.com**](mailto:support@hapana.com) — we're here to assist you! - [Member Management](https://support.hapana.com/member-management?hsLang=en#main-content) - [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) - [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) - [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) - [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) - [Other](https://support.hapana.com/member-management?hsLang=en#other) - [Schedule](https://support.hapana.com/member-management?hsLang=en#schedule) - [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) - [General](https://support.hapana.com/member-management?hsLang=en#general) - [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) - [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) - [Team Settings](https://support.hapana.com/member-management?hsLang=en#team-settings) - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management?hsLang=en#hapana-member-access-control-mac-doors) - [Cash Drawer](https://support.hapana.com/member-management?hsLang=en#cash-drawer) - [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en#main-content) - [App](https://support.hapana.com/marketing-solutions?hsLang=en#app) - [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) - [Marketing](https://support.hapana.com/marketing-solutions?hsLang=en#marketing) - [Conversations](https://support.hapana.com/marketing-solutions?hsLang=en#conversations) - [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) - [Automations](https://support.hapana.com/marketing-solutions?hsLang=en#automations) - [Branded Solutions](https://support.hapana.com/branded-solutions?hsLang=en#main-content) - [Branded App](https://support.hapana.com/branded-solutions?hsLang=en#branded-app) - [Branded Kiosk](https://support.hapana.com/branded-solutions?hsLang=en#branded-kiosk) - [Hapana Hub](https://support.hapana.com/hapana-hub?hsLang=en) - [Website Embed Widgets](https://support.hapana.com/website-embed-widgets?hsLang=en) - [About us](https://hapana.com/about-us/) - [Careers](https://hapana.com/careers/) - [Contact us](https://hapana.com/contact-us/) - [Privacy policy](https://hapana.com/privacy-policy/) - [Terms & conditions](https://hapana.com/terms-and-conditions/) [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png "email-logo.png")](http://hapana.com?hsLang=en) Copyright © 2025, Hapana