Step 1: Locate the Customer
Go to your list of customers.
Use the search bar if you need to quickly find a specific customer.
Step 2: Open the Customer Profile
Select the customer (e.g., Jack Gray, whose child is Emily Gray).
On the subscription side panel, you’ll see add-ons like:
Unlimited
Practice & Play
Step 3: Choose Booking via Credits
Click Book Class via Credits.
This works for both Unlimited and Practice & Play add-ons.
For now, let’s use the Unlimited option.
Step 4: Review Available Credits
The system will display the customer’s remaining credits.
Example: If they have 2 credits, you can book 2 classes.
The first tab shows age-eligible classes only.
Step 5: View All Classes (Optional)
Switch to the second tab to see all classes, regardless of age.
You can override age restrictions if needed.
Example: Book Emily into the Weather’s class.
Step 6: Confirm the Booking
Select the class date (e.g., 27th August) and click Book.
The system confirms the booking.
Return to the order to verify, and check the updated remaining credits.
Step 7: Book via Practice & Play
Follow the same process using the Practice & Play option.
Example: Book a class on 29th August.
Step 8: Adjust Credits if Needed
If the customer has no credits left, click Adjust Credits.
You can add or deduct credits.
Confirm changes and view the updated balance.