Premier | Course Setup

Premier | Course Setup

🔍 Summary

Courses allow the sale of multiple appointments in advance and track usage on the day of the appointment. Purchase is recorded as a course deposit, with a running balance updated as appointments are redeemed. Courses can include specific appointments, a selection of appointments, or multiples of the same appointment.

❓ Likely Scenario
  1. Course items are not redeeming correctly against the deposit
  2. Course pricing does not match the total of included appointments
  3. Loyalty points are not being applied correctly during purchase
🛠️ Process Overview

Courses are configured to sell appointments at a reduced value and track redemptions while updating course balances. Flexibility allows courses to include specific appointments or selections of appointments.

✅ Step-by-Step Instructions

Access Courses
  1. Open Administrator or Configuration and navigate to Courses
  2. Click Green Plus to create a new course
  3. Enter a description for the course
  4. Select an Income Centre for reporting purposes (the default “Course Purchase” is recommended)
  5. Allocate the required sites
  6. Click Green Tick to confirm
Configure Course Details
  1. Select the course from the list and open the Site Details tab
  2. If using multi-site, select the relevant site
  3. Configure general course rules
  4. Alternate Description – define a local description if site naming conventions differ
  5. Price – enter the sale price for the course
  6. Loyalty Add – points earned on purchase
  7. Loyalty Use – points required to purchase using loyalty
  8. Start / End Dates – define course availability; leaving blank keeps the course always available
  9. Valid For – restrict the number of months the course items are valid after purchase
Add Course Items
  1. Ensure the total value of items matches the course sale price; any difference appears in the “Target Totals.”
  2. Adding Individual Appointments
  3. Click the Green Plus next to the quantity window
  4. In the Additional Course Item window, select the appointment
  5. Enter the quantity
  6. Enter the pro-rata value for each item to ensure the total matches the sale price
  7. Click Green Tick to confirm
  8. Adding a Selection of Appointments
  9. Click Add Selection next to the quantity window
  10. In the Course Selection window, enter the quantity
  11. Enter the pro-rata value for each item to ensure the total matches the sale price
  12. Select the appointments to include
  13. Click Green Tick to confirm
🧠 Important Notes
  1. Course sale value must equal the total of included appointments
  2. Loyalty points are calculated at purchase and redemption
  3. Multi-site courses can have site-specific alternate descriptions





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