❇️ CAN I SET AN EXPIRATION DATE FOR CREDITS ❓
Below you’ll find a detailed explanation of how it works, but if you prefer to watch the video tutorial instead, CLICK HERE.
SHOP section
Inside the Shop section (available from the home page menu — bottom left on desktop, bottom right on smartphone), you can create or edit credit packages and assign an expiration period to each one (in days, weeks, months, or years), thus creating your own price list.
You can do this without necessarily activating in-app payments (although it is highly recommended).
Each package can include:
- a custom name
- a credit value
- a price in currency
- an expiration period
👉 Other useful features
- You can choose whether to show or hide packages in the client’s app (if in-app payments are active).
- You can select the desired currency.
- In the Notes field, you can add information that will be visible to the client at the time of purchase.
Packages can be purchased directly by the client via the App or manually assigned by the administrator.
In-App Payments
Activating in-app payments allows your clients to view the price list you created in the Shop, along with descriptions, and purchase the package with the duration they prefer.
Once purchased, the package becomes immediately available, and the expiration date is automatically calculatedbased on the duration set in the package.
Activating in-app payments is not mandatory, but it gives you these advantages:
- Significant time savings for both you and your clients
- 24/7 purchasing — and therefore booking — availability
(even a single missed registration due to inactive payments could cover the fees of multiple transactions) see the article HERE - Increased tendency toward repeat purchases
- Opportunity to generate new clients see the article HERE
See the related articles and the tutorial to activate in-app payments
How to assign a package to a client who pays on site: the Wallet
You have two options:
1️⃣ After creating packages in the Shop, you can manually assign them to a client by entering their profile → Wallet → Add package, and selecting one of the available packages.
2️⃣ You can create a new package with a custom expiration date directly from the client’s profile using the “Add credits” button.
You can modify expiration dates and values at any time:
these changes do not affect the original package in the Shop.
🔎Important notes
- A client can have multiple packages, each with a different expiration date.
- When a package expires, credits are automatically reset to zero; the history remains visible to both administrator and client.
- It will not be possible to book activities that start after the expiration date (the expiration date is the last valid day for booking).
- If you create or modify a package with the same expiration date as an existing one, credits will be automatically merged.
- If you change the expiration date for only part of the credits, two separate packages will be created:
– one with the original expiration date and remaining credits
– one with the new expiration date - Only the administrator can create a debt package (shown in red), for example by booking a client without sufficient credits or manually removing credits from the wallet.
Managing negative credits
If a client has negative credits, the system will automatically offset them at the next purchase.
Example:
A client has –5 credits and purchases a 10-credit package expiring on January 1st.
➡️ The system clears the debt (–5) and creates a new package with 5 credits expiring on January 1st.
If packages are assigned manually by the administrator, negative credits must be managed manually.
❓ How to migrate if you previously used subscription expiration to expire credits
Steps to switch to the new method:
1. Go to Reports and download the customer list; filter clients with remaining credits.
2. Enter each client’s profile and, from the Wallet, assign an expiration date equal to the subscription expiration. Then remove the subscription expiration flag.
3. For clients with expired subscriptions, reset any remaining credits and remove the subscription expiration flag.
4. Check that Settings → Global booking options → Subscription expiration is set to Optional (otherwise you would block bookings for all affected users).
5. For new clients, you will immediately work with credit expiration dates.
Watch the explanatory video tutorial
To learn more about credit package sales strategies, read the dedicated article