Low Balance Notifications and Preventing Negative Balance

Set up low balance notifications to notify clients, as well as client managers when a users balance goes below a certain amount

Sam Linge avatar
Written by Sam Linge
Updated over a week ago

Can I automatically notify a client when their balance is low?

If a client's balance ever goes below a certain threshold, they may receive an email asking them to top up their account. An administrator can set this threshold from System > Settings > Accounting Settings > Client Balances by selecting the 'Low Balance notification' box and entering an amount under 'Low Balance threshold'. Clients must also be able to top up by setting 'Client top-up permissions' to 'Can top up'.

Can I be automatically notified when a client's balance is low?

If a client's balance ever goes below a certain threshold, a client's manager can choose to receive an email notifying them. You can set this threshold from System > Settings > Accounting Settings > Client Balances by selecting the 'Low Balance Notification for manager' box and entering an amount under 'Low Balance threshold for manager'. Learn more about client managers.

Can I stop lessons being logged for clients with no balance?

Under System > Settings > Accounting Settings > Client Balances there's an option for Prevent Negative Balance. This stops lessons being logged that would being the client below a balance of 0.

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