Transferring Account Credits Between Clients

Transfer account credits from one client’s profile to another with ease.

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Course Lessons

Client Profiles
Client Profiles
Client Notes
Client Notes
Client Accommodations
Client Accommodations
Product Recommendations
Product Recommendations
Account Credit Adjustments
Account Credit Adjustments
Transferring Account Credits Between Clients
Transferring Account Credits Between Clients
Managing Credit Card Details
Managing Credit Card Details
Merging Client Profiles
Merging Client Profiles
Scheduling Alerts
Scheduling Alerts
Clients & Audiences
Clients & Audiences
Blocking Clients
Blocking Clients
Referral Sources
Referral Sources