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How to Create a Credit Item

This product type is for Scheduled Activities. It is used to assign credits to your customer's account to get into an activity. Think of these as virtual tokens your customers need to participate in activities.

 

// NOTE: Using credit items is not required for Scheduled Activities, but it is recommended in order to keep track of the activities your customer's have purchased and participated in. It also helps to lock down your Point of Sale and Venue so your staff cannot add customers to an activity if they have not purchased the appropriate credits yet!

 

// Please setup your Credit Types first!


What are Credits used for?

  • Credits are used to get your customers into their scheduled Heat/Activity.
  • You set how many Credits will be required to get into each activity(heat), and then sell the customer the correlating Credit Item.
  • Racing Example: If a race costs 1 Race Credit to get into, then you will sell the customer a Credit item with 1 Race Credit set on it.
  • Trampoline Example: If you want to build your sessions in 30 minute increments, you could set each 30 minute time slot to 'cost' 1 Jump credit. Then, if you sell them in 1 hour, 1.5 hour, 2 hour increments you would set each product to give to 1 Jump credit per 30 minutes.
  • 1 hour = 2 Jump Credits
  • 1.5 hour = 3 Jump Credits
  • 2 Hour = 4 Jump Credits

 

Step to Complete a Credit system:

  1. Create a Credit Type
  2. Create an Activity type
  3. Create an Activity
  4. Create an Credit Item
  5. Create an Activity that requires above Credit Type

How to Create a Credit Item

 

// Follow the same steps you completed for creating a regular item, except you will want to select Credit Item from the drop down on the right!

 

Highlighted in Yellow

Credits - This is where you will set how many credits this Credit item will assign to the customer's account.

Credit Type - Select the Credit type that will be assigned to the customer's account when purchasing this item.

 

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// OPTIONAL: You can set credits to EXPIRE after a specific amount of days if gone unused. 

Credits Expire - check the box to force them to expire

Days until Credit Expires - Enter the number of days the Credit is good for. After the set amount of days, the credit will automatically expire. 

  • Set to 0 - They will expire at midnight.
  • Set to 1 - They will expire in a full 24-hour period from the time of purchase.

 

*The 'expiration timer' for credits begins when the customer is assigned to the activity.*

 

// OPTIONAL: Loyalty Points 

Loyalty Points - To Award - Set how many points the customer will earn when purchasing this Credit Item

Loyalty Points - Redeem - Set how many LP they need on their account to redeem the same product!

 

Click here to learn more about loyalty points.