Administrators and Coaches can now apply credits to player accounts for Coaching courses. These credits can be given in place of a refund for unplanned court closures. You can apply credits to multiple players or individual players, or set an expiry date of when the credits should be used by.
How to Apply Credits in Coaching
Step 1:
To apply the credits to accounts, go to the Coaching Tab and select the Program in question. Then select the correct Session.
Step 2:
Tick the box next to the player(s) that requires a credit and click the "Apply Credit" icon from the list of options in the toolbar .
Note: You can select all players by clicking the checkbox at the top (green box below).
Step 3:
You can input a credit amount for Members and Non-Members, an Expiry Date, and eventually the reason for the credit. If it is for a recurring session, it will auto populate the value of a single session. You can edit the cost amount as you wish.
Note: we recommend adding an expiry date so the credit is not indefinite, however, it is not mandatory.
Step 4:
Please select one of the 6 Reasons for credit provided to finalize the credit. The options are as follows:
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- Covid-19
- Illness/Injury
- Insufficient numbers
- Weather, rain, snow, etc.
- Unforeseen circumstances
- Other
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Step 5:
Click Confirm to finish the process. The credits will now appear on the players record to use.
How to Keep Track of Credits Applied
Once a credit has been applied to a player the Credit will be available to view in the Credits tab at the top right of the screen.
From here you can cancel credits at any time as well as download a table of all available credits.
- Here you can see:
- Available Credits
- Used Credits
- Cancelled Credits
- Expired Credits
How to Cancel a Credit
Step 1:
To cancel the credit - in the Discounts Module - Credits. Select the credit(s) you wish to cancel by checking the box and then click Cancel Credit.
Step 2:
You can choose to send the member an email to explain why you are canceling the credit or not, you do this by enabling or disabling the Send credit cancellation email.
Step 3:
Click Confirm
Note: At present the emails are NOT shown in the email log but this is on the roadmap.
How Does a Member Claim a Credit
The credit is automatically applied. When the member goes to pay for the course, the credit will be applied by default, but the player can choose to not use the credit if they wish.
Note: The credit can be used for any courses available, not just the course that the credit was originally applied.
Credit Email Templates Examples
Example 1:
Email to participant to tell them they have been given a credit note:
Example 2:
A canceled credit email example: