Setting up a complimentary 2nd lesson for a period of time

As this booking is for defined number of weeks, you will be using vouchers.

To set up the voucher type

Setting – Package & Purchasing - Configure voucher type

•      Name:
•      Expires after:
•      Untick ‘Show in customer accounts’
•      Tick the courses that is related
•      Click ‘Confirm’

You will have to create one for each Programme this applies to.

Set up the Pricing

Settings – Package & Purchasing – Configure packages, pricing and availability

•      ‘Add New Package’
•      Select ‘Voucher Package’
•      Name:
•      Voucher Type: the one you have just created
•      Voucher quantity: 4 (or however many there should be)
•      Untick ‘Issue vouchers for all people on billing account
•      Report charges under these programmes: select Babies
•      Tick ‘Available for purchase’
•      Untick ‘Special package’
•      Click ‘Confirm’

If you offer this to multiple Programmes, you will need to create multiple packages.

•      Click on ‘Add New Pricing Program’
•      Click on today’s date
•      Price: 0.00
•      Select the Facilities this is offered at.

Repeat for the different Programmes.

To book a customer into the lessons

Go to the People page of the swimmer, you will see the permanent booking.

•      Click on Add Bookings
•      ‘Add Voucher or Temporary Booking’
•      Find Sessions – either filter on course or enter the code
•      Select the following 4 sessions for that series – do not select Series
•      Confirm
•      Click on ‘Program’ and ‘Confirm Selection & Create Bookings’
•      The booking will be completed, and the vouchers will be displayed as ‘Program name’