Overview

Need to verify how many session credits a client has—or adjust them manually? This guide walks you through checking session credit balances for packages and memberships and how to add or deduct credits directly within Hapana Core.

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Prerequisites

• You must have access to your Hapana Core Account.
• You need permission to view and edit client payment and credit records.

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Step 1: Log in to Your Hapana Core Account

1. Go to core.hapana.com/login.
2. Enter your credentials and log in.

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Step 2: Access the Clients Tab

1. Click Clients from the top navigation bar.

 

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Step 3: Find the Client

1. In the Search field, type the client’s name, email, barcode, or phone number.
2. Press Enter or click the search icon.

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Step 4: Open the Client’s Profile

1. Click on the client’s name to open their detailed profile.

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Step 5: Check Credit Balance from the Payment Tab

1. Click the Payment tab.
2. You’ll see remaining credits displayed under each active Package.

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Step 6: Check Credits by Membership

1. For Membership credits, click View History next to the membership entry.

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Step 7: Identify Unlimited Credits

1. If the client has unlimited credits, you’ll see an infinity symbol (∞) in the Max column under Credits Used / Max.

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Step 8: Identify Time-Based Credit Limits

1. If the membership or package includes limited credits, these will be shown with specific usage limits in each time frame row.

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Step 9: Click Update Credits to Modify Counts

1. Next to any period, click Update Credits to begin editing.

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Step 10: Choose an Action

1. In the popup, select either Add Credits or Deduct Credits from the Action dropdown.

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Step 11: Input the New Credit Value

1. Enter the desired number of credits.
2. Enable the Edit Credit Validity toggle if you want to set a custom validity period.

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Step 12: Set or Edit the Period Dates (if needed)

1. Use the Start Date and End Date fields to define when the credits apply.
2. Click Save.

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Step 13: Confirm Credit Changes Were Applied

1. After saving, return to the View History screen.
2. Confirm that the new credit amount appears in the /Max column for the selected period.

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Step 14: Verify the New Credit Balance

1. The updated Credits Used / Max field should now reflect the correct number of usable credits.

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Expected Outcome

You’ll be able to view, add, or deduct session credits for any client across their packages or memberships, giving you full control over credit usage and availability.

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Frequently Asked Questions

Q: Will the client be notified of the credit change?

No, credit changes are silent unless manually communicated.

Q: Can I adjust multiple periods at once?

Credits are adjusted per time period, so you’ll need to edit each one manually if needed.

Q: Can I add custom notes to credit adjustments?

Not directly in the system. For notes, consider logging changes separately or using CRM integrations.

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Need help? Reach out to our support team via [email protected].