How a package is created
The trainer creates a package with a number of credits and a price and assigns it to a client. A package can be active before payment, while an unpaid item remains in Finance. Track package and payment status separately.
Using a credit
When a session covered by the package is marked complete, Trely deducts one credit. Trainer and client see the remaining balance. If the session status changes later, Trely adjusts the used credit as well.
Validity and refunds
The trainer sets validity and refund terms. Returning money and cancelling unused credits are separate actions. When ending a package, complete both so refunded credits do not remain available.
Still need help?
Write from the email linked to your account. Include your role, topic, device, system version and the steps that led to the issue. For a session, include its date and time.
Never send a card number, CVC, password or bank login details.