This videos shows TWO ways to purchase credits - one books the initial visit while the other just places credits on profile. Check it out!
Appointments Page > Book Appointment
Book Appointment will allow you to purchase AND book.
+Credits will add the credits but not require initial booking.
If you chose the book option continue through to the next steps.
Set the appointment type, staff, and member you are booking appointment for.
Free session or a cost
When choosing Yes there is a cost for the session, you can then choose to select an existing package or enter a single session fee.
Now, set your appointment date and time.
You've successfully sold a package and booked an appointment now. Let's take a look at the steps to book a follow up appointment using that package.
Set the appointment type and member
Choose yes, there is a cost. You will now see that member has available existing credits to use. Click next to book the appointment.
Set date and time then hit save to book appointment
Need to book more appointments? You can continue to book with remaining credits left.
You can learn more about recurring appointments here.
Secondary Option to Purchase Credits without Booking Initial Visit
You can purchase from the appointments page or head to member profile.
Member can book later from member app or Staff Member can schedule from inside the Control Panel. (Be sure to watch video above to see this in action).
Head to Member Profile
Search Name and hit enter and head to profile page.
Scroll down and find Appointments Credits on the right side of Member Profile.
Buy Credits will allow you to choose appointment Type - then package or custom.
Choose Type, Package or customer, package from pre made choices, discount and payment method.
Total charge will be in the bottom right.
Credits are added to profile.
From here you can see the info, book appointments, remove the credit or change the expiration date of this credit.
If you would like more information or need further assistance, please use our HELP DOCs, just like this one or reach out through intercom, the little blue box in your CORE account or email us at firstname.lastname@example.org. Our team is here to help.
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