1
Open Workspace CRM
Click CRM in the sidebar.
2
Select the Client
Click the client in the list.
3
Go to Credits Tab
Click the Credits tab.
4
Find Monthly Credits
Locate the monthly allocation field.
5
Set the Amount
Enter the monthly credit amount.
6
Save
Click Update to save.
Allocation Options
- 0 - No credits (manual only)
- 100-500 - Light usage
- 500-1000 - Regular usage
- 1000+ - Heavy usage
How It Works
- Credits allocated monthly
- Resets on billing date
- Unused credits don’t roll over
- Can add one-time credits separately
Tips
- Match to client’s needs
- Monitor usage patterns
- Adjust as needed
- Use for pricing tiers
Workspace Overview
Learn more
White Label Setup
Learn more