Prerequisites
- Client added to CRM
- Credits available in your workspace
1
Open Workspace CRM
Click CRM in the sidebar.
2
Select the Client
Click the client from the list.
3
Go to Credits Tab
Click the Credits tab in client details.
4
Click Add Credits
Click the Add Credits button.
5
Enter Amount
Enter the number of credits to add.
6
Confirm
Click Add or Confirm.Credits are added immediately to the client’s balance.
One-Time vs Monthly Credits
Setting Monthly Credits
To set recurring monthly allocation:- Go to client’s Credits tab
- Click Update Monthly Credits
- Enter monthly amount
- Save
Viewing Credit Usage
In the Credits tab, you can see:- Current Balance - Credits available now
- Usage Bar - Visual of consumption
- Reset Date - When monthly credits refresh
- Allocation History - Past credit additions
Credit Allocation Strategy
Minimal (50/month):- Clients who rarely edit
- Static websites
- Regular updates
- Active businesses
- Frequent changes
- Bloggers, e-commerce
- High-value clients
- Heavy AI usage
Tips
- Start conservative - Increase if needed
- Track usage - Monitor who uses what
- Communicate limits - Clients should know their allocation
Workspace Overview
Learn more
White Label Setup
Learn more

