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Redeem a Package or Membership from the Calendar - Web Version

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Donna J
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To redeem a package or membership by checking in a client for a class from the Calendar, follow the steps below.

Related Article: Redeem a Package or Membership from the Calendar - Vagaro Pro app

Redeeming a Package and Membership from the Calendar

Things to keep in mind when redeeming a package or membership from the Calendar.

  • The system first deducts the session from a package when a class is redeemed. If the class is not part of a package, the software will check to see if it has been added to a membership. If it has, then the customer will be able to redeem the session from the membership once the client has been marked as Check-In. Remember, the visit can only be redeemed if the class has a 100 percent discount.

  • If the customer has enrolled in multiple classes, the system will only redeem one session when the customer has been marked as Check-In. For the other sessions, the status will change to Check-In, but these sessions will not be deducted from the package.

  • If the customer has multiple packages, the session that's part of the package that has the earliest expiration date will get redeemed first. After this, it's then based on the remaining visit balance.

  • A class also can be redeemed when a customer checks in on the Check-In App. Click this link for more information: Check-In App: Check Customers in for Classes.

  1. Click Calendar.

    stock_web_click_cal.png

  2. After selecting the class that's been included in the package or membership on the schedule, click Edit.

    cal_click_edit_2x.png

  3. Locate the customer in the Attendees list, click the Action menu (3 vertical dots), and then click Check-In.

    This deducts (redeems) the visit from the package.

    cal_attendee_checkin_2x.png

From the Customer Management Page

  1. Click Customers.

    stock_cust_cust_mgmt_2x.png

  2. Select the customer.

    cust_sel_customer_2x.png

  3. Select the Classes tab.

    cust_classes_tab_2x.png

  4. Locate the class in the customer's profile, click the Action menu (3 vertical dots), and then click Check-In.

    This deducts (redeems) the visit from the package.

    cust_check_in_classes_tab_2x.png

Troubleshooting

If you're having issues with this feature, follow these instructions:

  • Refresh the page.

  • Log out of the account. Then log in again.

  • Clear the web browser cache and cookies. Then log into the account. Click this link for more information: Clear Cache and History on a Web Browser.

  • Try to use a different web browser.

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