Manage client paid bookings by setting up session types that require session credits, issuing credits to clients, and letting Everfit automatically track credit usage, expiration, and balances.

What you can do with Session Credits:

Require credits for booking specific session types
Issue credits to individual clients
Set expiration rules for issued credits
Automatically deduct credits when sessions are booked
Return or forfeit credits based on cancellation timing
Automatically expire unused credits after the set date
View each client’s credit balance, expiration dates, and full history

Related Features

Introducing: Booking Calendar

Who can use this feature?

This feature is designed for coaches who book 1-on-1 sessions and want to automate credit tracking.

Requirements:

Booking feature must be enabled
All coach roles (Owner, Admin, Trainer) can manage credits, as long as they have access to the client’s profile
Currently, only the Owner can book sessions

1. Set a Session Type to Require Credits

Before using credits, you must enable this setting on a session type. We currently don’t support managing session credit for one-off custom sessions, only sessions booked for a session type.

Go to Booking → Session Types
Click Create Session Type
Turn on “Require session credit”
Fill in details and click Save

Notes:

You can only change this setting before any sessions are created
Once sessions exist, the setting is locked
You can still archive session types even if clients have remaining credits (a warning will appear)

2. View Client Credit Balance & History

Each client has a Sessions tab with:

Upcoming Sessions
Credits

Credits tab includes:

A Balance section that includes the total available credit the client has to book sessions and a breakdown by session type (which session types can be booked)
A Balance History with the full audit trail of credit issuance and use on the client’s account

Balance History shows:

Date
Event (Issued, Used, Returned, Voided, Expired, Deleted)
Session type
Amount
Which teammate issued or deleted the credit (does not show for other event types)
Optional internal notes

You can filter history by:

Session type
Event type (Issued, Used, Returned, Voided, Expired, Deleted)

You can also view the client's total available credits and upcoming sessions at a glance from the client's Overview tab.

Note: Expired events are recorded automatically by the system when a credit reaches its expiration date. No amount is shown for Expired events.

3. Issue Session Credits

Steps:

Go to Client Profile → Sessions → Credits
Click Issue Credit
Select a session type. Only session types that require session credit will show in the dropdown.
Enter the number of credits to issue. You’ll see how many credits that client currently has for that session type in the “Credit balance:” display under the session type and the new balance given the amount you are going to issue shown in the “New credit balance:” section below.
Set an expiration rule:
- Choose “Expires after” and enter a number of days, weeks, or months
- Or select “Do not expire”
A preview will show the exact expiration date.
Click Issue Credit. Credits are added immediately and recorded in the history.

Rules for Credit Issuance

All credits issued in one batch share the same expiration date
Expiration date cannot be edited after issuance
Maximum expiration: 365 days / 52 weeks / 36 months
Credits with “Do not expire” will never expire automatically

Archived session types

If a session type is archived, existing credits still remain visible with an “Archived” label. You can delete the credits, but you cannot issue credits for an archived session type.

4. Expiring Soon Alerts

When credits are about to expire, you will receive a proactive alert and see a visual indicator on the client's profile.

7-day notification

When the system finds credits expiring in exactly 7 days, it sends an in-app notification to the coach managing that client.

Visual indicators

Expiring credits are highlighted in red
Countdown is shown (e.g. “in 3 days”)

Overview alert

A non-dismissible alert appears on the client profile

Important: Credits set to expire in ≤7 days will NOT trigger the 7-day alert

5. Remove Credits

Go to Credits tab
Click the − (minus) button on a session type
Enter the number of credits to remove. The “Credit balance:” under session type shows you have many credits the client currently has for that session type and the “New credit balance:” under the amount shows you how many will remain for the session type after you delete the credit.
Note: Credits that expire soonest are removed first, followed by non-expiring credits.
Click Delete Credits

6. Booking Sessions with Credits

When booking a session:

Session types requiring credits show a coin icon
If the client has enough credits → a message shows how many credits the client will have remaining for that session type after the booking is made.
If the client does not have enough credits → a warning message appears and the coach cannot continue booking the session.

Once booked, 1 credit is automatically deducted. You can see on the session details that 1 credit was used and the Balance History will have a Used event that links to the session.

Note: The credit expiring soonest is deducted first; then the oldest non-expiring credit.

7. Cancelling Sessions

From the Calendar or the client’s Upcoming Sessions, click Cancel Session.

Choose one of the following options:

Early Cancel → returns the credit to the client
Late Cancel → voids (forfeits) the credit

Add an internal note (optional), then click Confirm. The Balance History will update accordingly.

Note: When a credit is voided, the Balance History will not show an amount for that event. This is because the credit was already used for the session, so the client’s balance does not change. Each voided entry always represents exactly 1 credit.

If a session is canceled early but the credit has already expired, the system will return the credit and immediately expire it. The credit will not be available for reuse.

8. Automatic Credit Expiration

Credits are automatically expired when their expiration date passes.

What happens:

Credits are removed from available balance
An “Expired” event is recorded
Coaches receive an in-app notification
An Updates entry also appears on the client profile. Clicking it navigates to the Sessions tab
Clients are not notified when credits expire