Which Actions Need Approval
Not every change goes through Approval Requests. Only some actions need a manager when a role cannot complete them directly.
Confirmed on Approval Requests
The current list shows Wallet Credits cards — for example a wallet credit amount for a named member, with a reason, Requested by, date, and 100 · Cash.
That matches Requesting a Wallet Change.
Wallet credit is the only request category visible on the current screenshot. Do not assume every wallet change, or every other module, uses this list until those cards appear.
Topic-plan actions (not confirmed on this list)
The help topic plan says these may need approval. They are not on the current Approval Requests screenshot, so this guide does not treat them as working request types.
| Action | Why approval may be required | Example | Confirmed? |
|---|---|---|---|
| Change package validity | Stop unauthorised extensions | Extend Emma Wilson’s pack by 7 days | No |
| Change package credits | Protect sessions | Add sessions | No. See Adjust Remaining Sessions |
| Create a package | Stop unauthorised offers | Create a special pack | No. See Create a Package |
| Delete a package | Avoid removing history | Remove an unused offer | No. See Delete a Package |
| Wallet adjustment | Protect member funds | Credit the wallet | Yes as Wallet Credits |
| Refund a payment | Protect revenue | Refund a sale | No. See Refunds & Failed Payments |
| Override a discount | Protect pricing | Special discount | No. See Discounts |
| Cancel a booking | Protect the roster | Cancel for a member | No. See Cancel a Booking |
| Freeze a membership | Change access | Freeze temporarily | No. Closest confirmed labels are Deactivate for members who train, and Freeze Classes for staff |
If Fitnez Studio asks you to raise a request for one of the unconfirmed actions, use the labels on that screen. Do not invent a request type that is not shown.
How-to: Wallet credit request
Member → Wallet → Adjust → Amount → Reason → Submit
Full steps are on Requesting a Wallet Change and Raising a Request.
After submit, the request should appear on Approvals → Permission Requests. Managers review, then approve or reject.
Whether the wallet balance changes automatically after Approved is not confirmed. Check wallet history after a decision.