Follow these steps to automatically deduct a visit from a package and membership by marking a customer as a No Show.
Remember, once the automated option is set, you'll be able to automatically deduct a visit from the package and membership once a customer is marked as a No Show for a class or service on the Calendar.
Another way to deduct a visit from a membership or package is by changing the status of an appointment to Show on the Calendar.
Here are some other things to keep in mind:
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When a service or class is redeemed, the system first deducts the visit from a package. If the item is not part of a package, it will check to see if it has been added to a membership. If it has, the customer can redeem the item from the membership once the client has been marked as Show/No Show. Remember, the visit can only be redeemed if the service or class has a 100 percent discount.
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If the customer has booked multiple items, the system will only redeem one item when the customer has been marked as Show/No Show. For the other services or classes, the status will change to Show/No Show, but the visits for these items will not be deducted.
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If the customer has multiple packages, the package with the earliest expiration date will get redeemed first. After this, it's then based on the remaining visit balance.
Related Article: Deduct a Package or Membership Visit - Web Version
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To automatically deduct a visit from a package and membership, activate the automated option in Settings. Tap More at the bottom of the screen.
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Tap Settings.
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Select Taxes & Checkout.
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Select Deduct a visit from packages and memberships for no shows. This prompts the system to automatically redeem a service or class that's been added to a package and membership once a customer is marked as a No Show on the Calendar.
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Tap Save to finish.
Now that we've set the option to automatically deduct a visit for no-shows, we'll be able to redeem a package or membership when a customer is marked as a No Show on the Calendar.
Let's first redeem a class that's part of a package or membership.
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Select the class.
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Tap Edit.
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Select the Attendees tab.
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Select a customer.
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Tap No Show.
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If the customer booked multiple services or classes, you can to mark the client as a No Show. Select the items, then select No Show Selected to change the status. Tap No Show All to change the status of all the services.
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Enter a message for the customer, then tap Notify Attendee to send a notification to the customer.
Select Don't Notify Attendee if you do not want to notify the attendee of the change.
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Tap the back arrow to return to the previous screen.
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Tap Book Class to mark the customer as a No Show and redeem the session.
You can also redeem a service that's been added to a package and membership by marking the customer as a No Show.
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Select the appointment.
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Tap Change Status.
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Tap No Show.
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Enter a message to notify the client about the change in status, then tap Notify Attendee to send a notification to the customer. Select Don't Notify Attendee if you do not want to let the client know about the change.
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A red bar means that the status of the appointment has been changed to No Show and the service has been redeemed. Select the appointment to confirm the status.
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We can see that the status has been changed.
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Select an appointment.
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Tap Change Status.
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Tap Show.
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The green bar signifies that the status has changed to Show and the item was redeemed. Select the appointment to confirm the status.
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We can see that the status updates immediately.
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