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Account tab
Updated over 6 months ago

The Account tab is a type of Purchase Option service category that you can assign to a session pass or membership, allowing your clients to directly add funds to their account balance. It's not for buying products or services; its sole purpose is to increase the account balance.

You can configure an Account tab Purchase Option to be a one-time purchase or to auto-renew after a specified duration. After you’ve configured an account tab Purchase Option, clients will be able to purchase them from the store.

Key tips

Auto-renewals and auto-payments

  • Account tab session passes can be auto-renewed, but the payment schedule can’t be viewed or modified. This can only be done with account tab memberships. For more information, see Understanding a client’s payment schedule.

  • Enabling the Auto-Payment Rule in Store Settings will prioritize a client’s account balance for payments instead of their other payment methods. For more information, see Store settings.

Refunds

  • If an account tab Purchase Option is refunded, the refunded amount won’t be automatically deducted from the client’s account balance. A staff member must manually debit the client’s account. For more information, see Clearing or adjusting a client’s account balance.

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