Credits

Credits are the internal currency a member spends to book rooms, desks and people's time (Bookings and Scheduling). A credit is not money: it can't be withdrawn, can't be transferred and doesn't go through checkout. The community sets how many credits each room costs, and the member gets credits from the plan, from a product or from the team.

#What it's for

#How it works

#Where credits come from

Plan. Each active (or trialing) subscription to a plan with credits per month gets the month's amount, and the annual plan gets it month by month the same way. Plan credits are valid until the month turnover, at midnight in the community's time zone. Whoever switches to a plan with more credits gets only the difference; whoever switches to a plan with fewer doesn't lose what they already have. Canceling right away or refunding the subscription takes back what hasn't been used.

One-off product. A one-time payment digital product can grant credits on purchase, with a validity in days (empty, they don't expire). A product that is already included in a plan grants no credits. A refund or a dispute on the purchase takes back the credits it granted (what hasn't been used yet).

Manual grant. The team opens a new batch for the member, with a required reason and an optional validity (see Who can do what).

#Batches and validity

Each grant opens a batch, with its own validity. The balance is the sum of the batches that haven't expired yet. When the member books, the cost comes first from the batch that expires soonest, and a refund goes back to the same batch (if it has already expired, it goes back in a new batch, valid for 30 days). The statement is never deleted or edited: a mistake is fixed with a new entry.

The statement shows each entry with its type:

#The month turnover

Plan credits expire at 00:00 on the 1st, in the community's time zone (not the viewer's). By default there is no accrual: what is left of the plan expires at the turnover and the next month starts with the new allowance.

With accrual on, what is left moves to the next month, within:

• the cap on what can carry over from one month to the next (empty, no cap);
• the months an accumulated credit lives, from 1 to 12.

The change applies from the next month turnover on and never changes a batch that already exists.

#Late cancellation and no-shows

Each booking has a cancellation window, 24 hours by default (from 0 to 720; a room can have its own). Whoever cancels or reschedules within the window (24 h or more in advance) gets everything back.

Each loss rule is a switch in the community rules: turned off, the credit comes back even on a late cancellation or a no-show.

#Paused or past-due subscription

A paused or past-due subscription doesn't get the new month of credits. As for the balance the person already has, by default they keep using it, including for booking. This is a platform rule, not a community option: it doesn't show in the settings. When the subscription is active again, the person gets the current month's credits.

#Where to see it

#The Credits tab on the profile

On a member's profile, the Credits tab shows:

• the balance and what expires soon;
• the batches, with the source, how much is left in each and the validity (or "does not expire");
• the statement, newest first, with who made each entry and the reason.

The member sees only their own tab; the team (owner, admin, moderator and finance) sees any member's. The moderator only sees: the Grant credits and Adjust balance buttons appear to the owner, the admin and finance.

#My credits

The member opens My account › Credits (My credits) and sees the same panel: balance, batches and statement. With no credits, the screen explains where they come from (plan, products or a grant by the team).

#The community rules

Settings › Credits gathers the rules (only the owner and the admin change them):

#Step by step

#Give monthly credits to a plan

1. Open Monetization › Plans and create or edit the plan.
2. In the Credits per month field, enter the amount. 0 means the plan grants no credits.
3. Save. Each active subscription starts getting the allowance every month, until the month turnover in the community's time zone.

#Give credits on a product purchase

1. Open the product (digital, one-time payment).
2. In Credits granted on purchase, enter the amount (0 = grants none).
3. In Credits validity (days), enter the days, counted from the purchase. Empty, the credits don't expire.

Credits only work in a community that has a Bookings or Scheduling space. Without one, the app warns under the field: "Credits only work in a community with a Bookings or Scheduling space. Create one first, then set the credits." Create the space and go back to the plan or the product.

#Grant or adjust a member's credits

1. Open the member's profile and the Credits tab.
2. Grant credits opens a new batch: enter the amount, the reason (required, it shows in the statement) and, if you want, the validity (the last day counts until 11:59 PM in the community's time zone).
3. Adjust balance corrects the balance: pick Add or Remove, the amount and the reason. Removing asks for a second confirmation, uses the batches that expire first and can't go beyond the usable balance.

#Who can do what

A courtesy is a booking that debits nothing, always with a reason; only the owner and the admin use it (see Bookings).

#Common errors and how to fix them

#Frequently asked questions

Is a credit money? No. It only pays for bookings inside the community; it can't be withdrawn or transferred.

Does the member see when credits expire? Yes: the balance shows what expires soon and each batch shows the date.

What happens to the credits if the subscription is canceled? Immediate cancellation and a refund take back what hasn't been used.

Can I change a room's cost later? Yes. Bookings already made keep the cost they had.

#In the API and MCP

The routes live under /api/credits (balance, statement, grants, adjustments and rules), documented in the API reference. The assistant does all of this in conversation: see Tools · Credits.

#Related

• Bookings
• Scheduling
• Plans
• Products
• Roles and permissions