Credits let a member book a resource without paying, by drawing down an allotment that comes from a plan they are assigned to. This guide explains where credits originate, how to grant one-off extras, how to refund the credits a booking consumed, and exactly how the balance and history shown on a member profile are calculated. Credits in Deskie are measured in booking units (hours, days, weeks, or months) for a specific resource, not in money. For account balances measured in money, see Payments and ACH and Invoices.
Where credits come from
Credits are not a standalone wallet you top up. They are tied to plans. To give a member credits for a resource, you set up a plan with a credit allotment for that resource, then assign the member to that plan. Once the member holds an active assignment to a plan that carries a credit allotment, that allotment becomes their balance for the current billing month.
Each credit allotment is defined by three things:
- The resource it applies to. A credit is always for one specific resource (for example, a meeting room or a hot desk).
- The amount, expressed in booking units for the month.
- The interval type, which is one of hourly, daily, weekly, or monthly. The interval must be one the resource actually supports, so a credit cannot grant daily bookings on a resource that only allows hourly bookings.
Because credits flow from plans and assignments, the related concepts are worth reviewing: see Plans and memberships, Assignments, and Resources overview. A member who is not assigned to any plan with a credit allotment simply has no credits to show.
Viewing a member's credit balance
On a member profile you can see the credits the member has for the current billing month. The balance is grouped per credit, with each row showing the resource it applies to and which plan it comes from. For each credit you see how much has been used against the total, how much remains, and a progress indicator of consumption.
The balance always reflects the current billing month only. Credits do not carry forward: unused credits do not roll into the next month. If a member has no plans that grant resource credits, the balance area shows that there is nothing to display.
How the remaining balance is calculated
For each credit, the remaining balance for the month is computed as the plan's monthly amount, minus everything consumed by bookings this month, plus any admin adjustments this month (grants and refunds), and is never allowed to go below zero. In plain terms:
- Start with the plan's credit amount for the month.
- Subtract the units consumed by the member's credit-paid bookings during the month.
- Add any grants and refunds recorded during the month.
Both grants and refunds increase the available balance. A grant adds extra credits on top of the plan allotment, and a refund returns the units a booking consumed.
How credits get consumed
Credits are drawn down when a member books the matching resource and the booking is paid with credits rather than money. Each such booking records the number of units it used against the relevant credit for the current billing month. That consumption is what reduces the remaining balance you see on the profile, and it is what appears as a usage row in the activity history.
Granting extra credits
Beyond the plan allotment, you can grant a member one-off extra credits, for example as a referral reward or a make-good for an outage. The Grant Credit action is available on the member's credits panel whenever the member has at least one plan credit you can grant against.
To grant credits:
- Open the Grant Credit dialog from the member's credits panel.
- Pick the plan credit to grant against. The dropdown lists only credits whose plan the member is currently assigned to, because granting against a plan the member does not hold would have no visible effect.
- Enter the amount in the credit's interval units. The amount must be greater than zero.
- Optionally enter a reason. The reason is stored and shown in the activity history.
- Confirm the grant.
A grant lives only for the current billing month. Like unused plan credits, a granted extra does not carry forward into the next month. Granting credits requires workspace management permission. The member's profile refreshes after a grant so the new balance appears.
A grant will be rejected if the member does not have an active assignment to the plan that owns the chosen credit. In that case, assign the plan first, or pick a different credit. This guard exists because the balance only counts credits from active assignments, so a grant against a plan the member does not hold would be invisible.
Refunding the credits a booking used
If a member did not actually use a booking (for example a no-show), you can return the credits that booking consumed without deleting the booking. Keeping the booking on record preserves the audit trail, while the consumed units go back to the member's balance.
From the activity history, a usage row that was paid with credits offers a Refund action. When you refund, you can optionally enter a reason, which is stored and shown in the history.
A few important rules govern refunds:
- Only credit-paid bookings can be refunded. If a booking was not paid with credits, there is nothing to refund.
- Refunds always land in the current month. The returned units are added to the current billing month's balance, not the month the booking originally occurred in. So a no-show from a previous month, refunded now, puts the units into this month where the member can actually use them.
- Refunds are one-time per booking. Refunding a booking that has already been refunded does not stack a second refund; the existing refund is left in place. The Refund action is hidden once a booking has been refunded, and a refunded usage row is marked as Refunded in the history.
- The original booking stays in place. The refund is recorded as a separate adjustment; the booking and its original consumption record are not deleted.
Refunding credits requires workspace management permission. The member's profile refreshes after a refund so the updated balance appears.
Reading the activity history
The credits panel shows an activity list for the current billing month, combining three kinds of entries into one chronological view:
- Usage: a booking that consumed credits. Usage rows show the booking date and, for hourly credits, the time range, along with the resource, the plan it drew from, the booking status, and the units used. Usage rows are the ones that may offer a Refund action.
- Grant: a one-off extra you added. Grant rows show as a positive amount and display the reason and the name of the person who issued it, when available.
- Refund: units returned from a refunded booking. Refund rows also show as a positive amount, with the reason and who issued it when available.
Both grants and refunds appear as additions to the balance, while usage reduces it. A usage row that has been refunded is shown with its amount struck through and a Refunded label, so it is clear the credits came back. The history is scoped to the current billing month, so the totals you see in the history reconcile with the used and remaining numbers in the balance above it.
Billing months and timezone
All credit math is anchored to calendar months in your workspace timezone. A credit's amount applies for the current month, usage and adjustments are attributed to the month in which they occur, and nothing rolls over when the month ends. Because the boundaries follow your workspace timezone, the month shown to operators lines up with the month the booking and adjustment records are filed under. For how billing periods work more broadly, see Billing cycles and auto-charge.