How to Assign or Unassign Bulk Home Training Credits (2025 Software Release Changes)

How to Assign or Unassign Bulk Home Training Credits (2025 Software Release Changes)

*You will see step by step instructions with images directly below and a blue bracket at the very bottom with step-by-step instructions without images. *

This will explain how to distribute bulk credits for your home training clients, IN THE EXAMPLE BELOW WE HAVE ALREADY PURCHASED THE CREDITS. We have another link for "How to Purchase Bulk Credits"


**STARTING POINT/PRE-STEP ONE BELOW: We are going to go straight into the client profile to start this (You'll open the Clinical Software > Click Brain Training > Select any client profile who has an Active Home Plan > Click Buy Credits)



Step 1: You will see "Unlimited, Per-Use and Brain Map" at the top, select one of those options from the top to distribute, examples are below of all three:



Step 2: On the LEFT side bracket, you will see a drop down menu of your clients, please select which client you need to add credits to then click 
(my example below will be with "Unlimited" Credits for Client 71605, because it has an extra step versus the other two)


Step 3: You will click the "+" / plus sign on the left bracket to "Add" those available credits to that client > Make sure you UPDATE/CONFIRM your clients "Start Date" > then click "Save Credit Changes"

(everything with a red star next to it, you need to confirm are correct to avoid any issues with your clients accessing their protocols in the home training software)