Program Credits
Core has a built-in way to allow your members and participants to use purchased credits for personal training, private swim lessons, or even birthday parties. It requires a program session to know what type of scheduling credit it is and when the member purchases it then they get 'credits' to schedule their sessions.
Credit Type
Organizations can add different credit types through the Program tab in Association Settings.
Session Setup
After you create the session(s) in your program divisions, you can edit the session(s) and assign the scheduling type. The type refers to the kind of schedule that the member will be able to book by registering to the session. The Amount relates to how many credits of that type the member will be granted by purchasing the session.
Instructor Setup
If you have the permission to Add Classes / Instructors you can go to Classes > Instructors to manage the list of available instructors. Any instructor with Show On Scheduling Programs will be able to have Time Slots that a member can select from. Anyone with the capability to see and manage the instructors can edit their availability.
Instructors can manage their availability and see their schedule if you click Email Link to Instructor from the instructor settings page. All they need is the full link and their email address on file.
Instructor Availability
The instructor's availability is configured by time slots for each day the instructor is available. Staff must click on 'Availability Schedule', select a day, and then +Add Slot.
Below are the setting for each slot:
Start and End Time
Visibility: Weather everyone or just staff can select the available slots. In other words, are members allowed to schedule for it online?
Maximum: How many members can register to a particular spot. For example, private training is likely 1, while group training could be 4 or 5.
Slot Duration
Branch: Instructors can have slots available at different branches throughout the day.
Type: The type of credit the member needs to book this slot.
Member Scheduling
Once a member registers to a session, the credits for that type will become available. Then, the credits can be used from the members Account Page > Scheduling Tab . A member logged in at home should be able to schedule any time slots visible to Everyone. On the other hand, staff with the ability to edit members should be able to schedule on any time slots.
The system will send a confirmation email to both the trainer and the member once the item is scheduled.
Canceling a Schedule
Members can cancel a schedule that is more than 2 weeks in the future. Similarly, logged in staff should be able to cancel any schedules after the last financial period close date. Again, both the member and the instructor will receive an email confirmation of the cancelation.
