How do I keep track of credit given to clients?

For these scenarios, you can keep track of a credit given through Client Notes - Client Notes are visible on each of a clients appointments, which allows you to easily keep track of any important information. For example, "Miranda has a $100 credit given on July 28th, will be using $25 for Face Serum. $75 credit remaining for future use"

When the client wants to utilize their credit, you can apply a manual discount on the item they want to use it towards. For example, on the service or product.

Here is a Help Guide: Create a Client Note

Here is a Help Guide: Apply a Discount on a Service or Additional Item