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Using Scheduling 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.
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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.

Scheduling

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.

Schedule Confirmation

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.


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