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Clients: make-up sessions — adding, editing, and removing

Make-up sessions help you handle excused absences and operational exceptions. This article covers how to add, edit, and remove a client's make-up sessions by hand in the admin panel, in the Make-ups section of the client's detail. How clients earn make-ups automatically from courses is explained in Make-up sessions: earning, using, and validity.

When to manually add a make-up session

  • Approved compensation for an excused absence.

  • Compensation when you cancel a session on your end and the payment was made via bank transfer or another method that doesn't refund the client automatically.

When to edit a make-up session

  • You need to change how long the make-up session is valid.

  • The make-up session was entered with an incorrect validity. The validity date is the only thing you can edit.

When to remove a make-up session

  • It was added by mistake or as a duplicate.

  • The compensation was revoked and the client's make-up session balance needs to be corrected.

Step-by-step process

  1. Go to Clients, open the client's detail and check their current make-up sessions in the Make-ups section.

  2. Add, edit, or remove the make-up session:

    • Add: click +, set the Usage validity in days and click Confirm. This adds 1 make-up session. Adding make-ups by hand isn't available on the free Getting Started plan.

    • Edit: click the pencil icon next to the make-up, change Valid until in the Change validity dialog and click Save. You can edit active and expired make-ups.

    • Remove: click the trash icon next to the make-up and confirm with Delete. You can only remove an active make-up, not one that has already been used.

  3. Optionally, note the reason for the change in the client's Notes.

  4. Verify that the change has been saved and is reflected correctly.

Important: Apply consistent rules when handling exceptions. Inconsistent allocation of make-up sessions quickly leads to disputes with clients and a loss of oversight.

FAQ

How should I set the validity of make-up sessions?

Based on your studio's internal rules and the type of compensation. Ideally, use a consistent time frame. When you add a make-up by hand, you set its validity in days in Usage validity. The validity of make-ups that clients earn from courses is explained in Make-up sessions: earning, using, and validity.

Can I remove a make-up session that was added by mistake?

Yes, as long as the make-up hasn't been used yet. We recommend always noting the reason in the client's notes to keep a clear record of changes.

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