Configure Voucher Types

Many businesses offer vouchers of some description, that allow customers to attend lessons such as a make up, casual, public use or school holiday programme. You can view the active voucher count under ‘total active’ and ‘no expiry.’

You likely want to have separate voucher types:

Adding a New Voucher Type

•       Click on ‘Configure Voucher Types’ and select ‘Add New Voucher Type’
•       Add the name, expiry mode, voucher limit per period (if needed) and period for vouchers limit (such as month, quarter, year or term)
•       Tick if you want the information to display in the Customer Accounts
•       Add the number of days in advance for a new booking (this restricts what the customer can do in customer accounts)
•       Select the Courses this voucher type applies to
•       Click ‘Confirm’

Delete/Expire Vouchers

•       Click on 'Expire' all next to the voucher which you wish to delete
•       Confirm the Expiry of all vouchers

If you have multiple facilities, the extension will apply to all facilities

Extend Vouchers

•       Click on 'Extend'
•       Add the number of days or set an expiry date
•       Select your inclusion from the drop-down menu
•       Click ‘Confirm’

If you have multiple facilities, the extension will apply to all facilities.

Move a Voucher Type

•       Click and hold on the ‘Move’ button
•       Move the voucher type to where you require it to be

Edit a Voucher type

• Click on the 'Edit' button and make changes
• Click 'Confirm'