To improve clarity and transparency for both staff and clients, each account credit in Boulevard (or any POS/accounting system) should be clearly labeled with a specific purpose or category. This ensures that all team members understand exactly what the credit was issued for, how it can be applied, and any limitations tied to it.

Key Details & Implementation Guidelines:

Purpose Labeling

Each credit should include a short title or label (e.g., Treatment Credit – Laser Hair Removal, Product Return Credit, Referral Bonus Credit, Event Raffle Credit, Membership Perk Credit).

Labels should be standardized so that all staff use the same terminology when creating or viewing credits.

Description Field

Add a detailed note in the description section specifying:

The reason the credit was issued (e.g., canceled appointment, promotional giveaway, service adjustment, loyalty reward).

The originating staff member who authorized or entered the credit.

The date it was issued and any expiration date if applicable.

Whether the credit is restricted (e.g., service-only, retail-only, or applicable toward any purchase).

Internal Visibility

Credits should be easily viewable under the client’s profile, with labeled line items for staff to see at checkout.

Staff must be trained to check for existing credits before collecting payments or issuing new ones.

Tracking & Reporting

A monthly report should list all credits by category, with subtotals to help identify patterns (e.g., how many service adjustment credits were issued in a month).

This helps with financial accountability, inventory tracking, and identifying potential policy issues.

Client Communication

Clients should receive a receipt or message summarizing their available credits and what each one can be applied toward, to prevent confusion at checkout.