This article outlines where to find information about Courses/Series.
How Do I Create a Course/Series?
Go to Manager > Courses/Series and click +Add Course/Series. Enter the Course/Series details, then click Save to finish.
For a more in-depth look at adding Courses/Series, click here.
How Can I Sell a Course/Series?
Go to Purchase > Select the client > Click Courses/Series > Select which course you wish to sell > Complete the sale.
You can also enable a pop-up message that prompts you and your staff to convert appointments into Course/Series sales whenever possible. For more info, click here.
How Does a Client Redeem a Course/Series?
When creating an appointment, if the client has a course/series available, it will be displayed in the Category panel.
To book a session from the client's Course/Series, click Yes, then select the session.
Clients can also redeem Course/Series sessions online. Click here for more information.
Can I Sell a Course/Series Online?
Yes! Click here for a guide to selling courses/series online.
How Do Courses/Series Affect My Reporting?
Financial and sales reports will show the revenue generated on the day the Course/Series was sold.
Staff performance and commission reports are updated every time a session is redeemed.
Other Useful Info
- To see a full list of clients who have purchased a Course/Series, go to Manager > Courses > Client Courses. Here, you can also edit the number of remaining minutes or sessions that the client has left. Course/Series information is also available in a client's profile, as well as their history of sessions redeemed.