EMS | Course Setup

EMS | Course Setup

Description

Courses are used to sell multiple appointments in advance and track usage on the day of the appointment.
Typically the value of appointments included in a Course are at a reduced value due to purchasing these in bulk, therefore on redemption of the item value is used instead of the list price.

The purchase of a course is held as a course deposit, providing a running total of the balance as course items are redeemed.

The flexible nature of the course configuration allows for the sale of specific appointments or the option to include a selection of appointments.

Resolution



Creating a Course

In "Administrator" or via "Configuration" click onto “Courses"



  1. To create new Course click onto the "Green Plus"
  2. Enter a description 
  3. Select a "Income Centre" from the dropdown list, for reporting purposes we recommend using the default "Course Purchase"
  4. Move the required Sites from left to right to allocate
  5. Select the "Green Tick" to confirm

Course Setup

A course can be configured with multiples of the same appointment code, a selection of appointments or any combination
 

  1. Select the "Course" from the List at the bottom of the screen, then select the "Site Details" tab
  2. If using a multi-site solution select the "Site" in the list of sites
  3. You can then apply the general course rules
    1. Alternate Description - if the site naming convention differs per site you have the ability to define a local description
    2. Price - enter the sale price for the course
    3. Loyalty Add - enter the number of points which can be added to the customer record on purchase
    4. Loyalty Use - enter the number of points which are required for the customer to purchase a course using points
    5. Start / End Dates - ability to define the availability for the course sale, if dates are blank always available 
    6. Valid For - if you wish to restrict the number of months from purchase the course items will be valid for, enter a number of moths in the field

Course Items

When adding appointments or a selection the total value of the items must match the sale price for the course, any difference is displayed in the "Target" Totals

Adding Appointments
  1. Select the "Green Plus" next to the quantity window

  1. Using the "Additional Corse Item" window 
    1. Select the appointment from the list 
    2. Enter the quantity 
    3. Enter the pro-rata value of the individual item to ensure the total of the items matches the sale value
    4. Select the "Green Tick" to confirm

Add Selection of Appointments
  1. Select the "Add Selection" next to the quantity window


  1. Using the "Course Selection" window 
    1. Enter the quantity 
    2. Enter the pro-rata value of the individual item to ensure the total of the items matches the sale value
    3. Select the appointment from the list, use the arrows to move the included appointments from left to right
    4. Select the "Green Tick" to confirm

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