This video outlines the Migration Process for appointments and will answer any questions and provide step by step details to ensure success. Migrating Appointments is not part of the migration assistant. The migration assistant can assign plans for your group class calendar. Here we go!
Step 1 | Export your members and outstanding appointment credits owed
If you can't export, record a list of members and appointment credits that need to be assigned in PushPress.
Be sure to set up your appointment types prior to moving to Step 2. If you have not completed that step, please set up your appointments first. Here is more info on setting up Appointments.
Step 2 | Assigning credits
Select 'Appointments' from your PushPress dashboard
Select 'Add Credits'
Complete the following member information:
Client
Appointment Type
Custom
Add the number of transferring credits
Choose expiry
Type is $0 for price so they are FREE with no charge.
Select 'Add' from the top right to save
Now credits are on profile. Members can reserve appointments from the member app or staff can assign reservation times.
Repeat these steps for each member that has credits needed to be moved into PushPress.
Ready to assign sessions to a recurring or specific time on your calendar. Learn more about Core Appointment Recurring Sessions, booking a session.
Step 3 | Managing and Viewing Session Credits
After successfully migrating credits, it's crucial to understand how to view and manage session credits within the PushPress system. This section will guide you through the roles and steps for both administrators and clients in managing session credits effectively.
Viewing Session Credits as an Admin As an admin, you can quickly check the remaining credits for any member by following these steps:
Navigate to the client’s profile.
Look for the "Appointments & Credits" section on the right-hand side.
This section will provide a breakdown of open credits (those not yet assigned to an appointment) and credits already used for booked appointments. Viewing Session Credits as a Client Clients can also view their session credits and appointment details using the branded PushPress app. Here’s how:
Open the PushPress app and navigate to the Schedule section.
Select the Appointments tab at the top.
This section will display the available credits, allow clients to purchase appointment packages, and schedule appointments.
Clients can also check upcoming appointments on the home screen under the Coming Up section in the center. Managing Excess Credit Carry-Over In cases where a customer's account accrues excess credit, the PushPress software carries over the remaining balance to the next billing month. For instance, if a $400 credit is applied to an account with a $250 monthly bill, the additional $150 will roll over to the following month.
See also
Need More Help?
For further assistance:
Check out other Help Articles.
Use the PushPress Messenger (blue box in your CORE account).
Email us at support@pushpress.com.
About PushPress
PushPress is a gym management software that can help you a lot in managing your gym. We've helped thousands of local gyms streamline and professionalize their businesses with our intuitive, powerful solution for managing fitness facilities - all from the palm of their hands!