Adding a Credit Type
By following the steps below, you can add a credit type and assign a unit for this credit to align with the memberships and packages you have. Thus, the client’s credit is calculated according to the unit, in light of other settings for the credit type.
- Note: Before starting, make sure to activate the Points and Credits app in your account.
Steps to add a Credit Type
- From the main menu, click on “Points & Credits“.
- Click on “Settings“.
- Click on the card labeled “Credit Types“.
- Click on the “New Credit Type” button located at the top right of the screen.
- Enter the credit type information as follows:
- Credit Name: Type a name for the added credit type.
- Status: Select the credit type status from the dropdown list among (Active, Inactive).
- Unit: Enter the unit used in the package.
- For example, if it’s a package in a gym, the unit would be: session.
- Allow Decimal: Click on this checkbox to enable decimal numbers for the credit type.
- Description: Enter a description for the credit type as needed.
- Click on the “Save” button at the top right of the screen.