This article provides a guide on how to create prepaid lesson packs for appointment services. It offers step-by-step instructions on the process of selling a prepaid pack of lessons to clients.
Selling and Using Prepaid Packs of Lessons to Book Appointments
Creating Prepaid Lesson Packs For Appointment Services
To create a prepaid lesson pack for your appointment service, click Update on the service and navigate to the Payment tab.
Click the Edit button (the pencil icon).
Scroll down and click Create Payment Plan.
From the payment plan template menu, select Multiple Visits.
Specify the details of your multiple-visits plan, then click Add Multiple-Visits-Prepaid Plan.
Then click Update Service to save your changes.
Selling Prepaid Lesson Packs
Once you have prepaid lesson packs enabled for your service, navigate to the profile of the client to whom you wish to sell a prepaid pack of lessons and click the Shopping Cart button to the left of their profile photo.
On the next page, click the Add Item button.
Then, under Service, select the service for which your client wants to buy a prepaid pack of lessons.
Next, under Plan, select the lesson pack you wish to sell.
Last, under Client, select the client to whom the prepaid lesson pack is being sold, then click the Add To Cart button.
Note: clients can gift prepaid lesson packs to other clients.
Then, click the Proceed to Checkout button.
Once the prepaid pack is paid for, your client will see service credits added to their profile.
These credits can be used to book lessons of the type previously specified.
You or your client can use these credits.
As an admin, you can book these lessons using the Book Appointment function and checkout using service credits.
Your client can use the credits from their own profile to book their lessons.