Adding Benefits to Products

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You can add benefits to any of your {{variable.products}}. The benefits are automatically added to the {{variable.customer}}'s account as soon as the linked {{variable.product}} is paid.

Selling a product directly from the {{variable.AdminPanel}}?

Don't forget to toggle on Activate immediately if you want them to use the benefits immediately.

Products_Activationtoggle.png

If you don't turn the toggle on, the benefits can only be used after the product is invoiced.


Adding {{variable.MoneyCredits_CAPS}}

  1. {{snippet.FirstStepProcedure}}

  2. {{variable.CLICK}} {{variable.Products_Link}}.

  3. {{variable.CLICK_ON}} the relevant {{variable.product}}.

  4. {{variable.CLICK_ON}} the {{variable.Benefits_CAP}} tab.

  5. {{variable.CLICK_ON}} {{variable.ADD}} {{variable.moneycredit}}.

  6. {{variable.ADD}} a Credit description.

  7. {{variable.DEFINE}} the Credit amount.

This credit amount won't be added to the {{variable.product}}'s price.

You'll need to manually adjust the {{variable.product}}'s price to reflect this credit.

  1. {{variable.SELECT}} whether or not you want this credit to be used to pay for {{variable.Bookings_CAP}} and/or {{variable.Events_CAP}}.

  2. {{variable.TOGGLE_ON}} the Universal credit if you want this credit to be used to pay for charges, {{variable.products}} and {{variable.plans}}.

  3. {{variable.DEFINE}} the {{variable.moneycredit}}'s Expiration if you want it to expire after a certain number of days, weeks, months or years.

  4. {{snippet.Save_Changes}}

Adding {{variable.TimeCredits_CAPS}}

You need to create time credits before adding them to a {{variable.product}}.
  1. {{snippet.FirstStepProcedure}}

  2. {{variable.CLICK}} {{variable.Products_Link}}.

  3. {{variable.CLICK_ON}} the relevant {{variable.product}}.

  4. {{variable.CLICK_ON}} the {{variable.Benefits_CAP}} tab.

  5. {{variable.CLICK_ON}} {{variable.ADD}} {{variable.timecredit}}

  6. Select the relevant {{variable.timecredit}} in the Valid to book {{variable.dropdownlist}}.

  7. {{variable.DEFINE}} a {{variable.timecredit}} Amount.

  8. {{variable.DEFINE}} the {{variable.timecredit}}'s Expiration if you want it to expire after a certain number of days, weeks, months or years.

  9. {{snippet.Save_Changes}}


Adding {{variable.Passes_CAP}}

  1. {{snippet.FirstStepProcedure}}

  2. {{variable.CLICK}} {{variable.Products_Link}}.

  3. {{variable.CLICK_ON}} the relevant {{variable.product}}.

  4. {{variable.CLICK}} {{variable.Benefits_CAP}} > {{variable.Passes_CAP}}.

  5. {{variable.CLICK}} {{variable.ADD}} {{variable.pass}}.

  6. {{variable.SELECT}} a Pass.

  7. {{variable.DEFINE}} a {{variable.pass}} Amount.

If you want your {{variable.product}} to include 10 hours of access and your {{variable.timepass}} already includes 10 hours, you set the Amount to 1.
If you want your {{variable.product}} to include 5 days of access, you should set the Amount to 5.

  1. Define the {{variable.passes}} Expiration if you want them to expire after a certain number of days, weeks, months or years.

  2. {{snippet.Save_Changes}}


Adding {{variable.PrintingCredits_CAPS}}

  1. {{snippet.FirstStepProcedure}}

  2. {{variable.CLICK}} {{variable.Products_Link}}.

  3. {{variable.CLICK_ON}} the relevant {{variable.product}}.

  4. {{variable.CLICK}} {{variable.Benefits_CAP}} > {{variable.PrintingCredits_CAP}}.

  5. {{variable.CLICK}} {{variable.ADD}} printing credit.

  6. {{variable.SELECT}} the relevant Valid to print.

  7. {{variable.DEFINE}} a printing Credit amount.

  8. {{variable.DEFINE}} printing credit's Expiration if you want them to expire after a certain number of days, weeks, months or years.

  9. {{snippet.Save_Changes}}