Credits

Credits are a simple way to sell services in advance and keep track of when they’re delivered. Think of them like prepaid tokens for something you offer — coaching sessions, events, classes, appointments, support calls, or anything else you provide in person or online. A customer buys a package that includes a certain number of credits. Each time they use one of your services, a credit is used. That way, you always know how many sessions they’ve purchased and how many they have left. At the End of This Lesson You will be able to create a credit, sell it in a product, or issue it automatically.  Before You Start Make sure: Credits are enabled in your Simplero account -> Go to +More and turn on Credits Decide what service your credits represent (example: coaching session, class, appointment) Overview of the Steps Create a Credit Type Create a Product that sells Credits Other options: Offer Subscription Credit Prices Offer Bulk Credit Discounts Issue Credits Automatically Using Triggers or Automations Issue Credits Manually Step-by-Step Instructions Step 1 — Create a Credit Type Go to Content -> Credits Click + Add a new type of Credit Fill in the fields: Name — Example: Coaching Session Description — Explain what the credit is used for Optional - Add an Expiration — Set when the credit expires  Click Create credit Step 2 — Create a Product That Sells Credits Go to Sales → Products Choose the Product Wizard Select Credit as the product type Enter: Product Name Number of credits included (Leave blank to allow them to choose unless there is a minimum quantity you want them to purchase) Price per credit Credit type - Choose the type created in Step Save the product. Optional - You can adjust settings later such as: Settings → Product. Here you can change: Minimum purchase quantity Credit expiration Settings -> Pricing Done! You can now share the order form link to start selling credits! Other Options:  Offer Subscription Credit Prices Would you like to offer a subscription where your customers get granted a certain number of credits every period? Go to your Product -> Settings -> Pricing Click +Add Price Choose Recurring Choose the price per credit and the recurring period  A subscription price will be automatically renewed, granting the set number of credits on each renewal.  Offer Bulk Credit Discounts / Volume Discounts You can create additional pricing tiers for the same product. Example: Quantity Price per Credit 1–4 credits $100 5+ credits $85 Customers can choose the quantity, and Simplero will apply the correct price. To do this: Go to your Product -> Settings -> Pricing Click +Add Price Choose Single Payment Enter the discounted price per credit  Turn on Set a minimum quantity and enter the minimum quantity they must buy in order to get that price Turn on Override Another price and choose the original price you want to replace when they buy that minimum quantity Done! On your order form, they will be able to choose how many credits they want, and the system will show them the applicable price per credit, considering the discount Issue Credits Automatically Using Triggers or Automations Credits can also be issued using Triggers or Automation Steps. This allows you to grant credits automatically when a specific action occurs. To use a trigger: Go to Marketing -> Triggers Add a Trigger Choose what triggers the credits to be issued Choose Issue Credits Choose The credit type The amount In an automation, add a step and choose Issue Credits: Issue Credits Manually Go to Contacts -> Contacts Locate and select your customer In the Contact Info screen, scroll down to the Credits section Click the Issue credits hyperlink   Choose the type and the number of credits Troubleshooting The credits option is not visible Check that Credits are enabled in the More menu Customer has no credits available Confirm they purchased a product that issues credits Check if the credits have expired Wrong credit amount consumed Open the contact record and review their credit activity The customer didn’t receive credits after the purchase Confirm the credit type is attached to the product

Credits are a simple way to sell services in advance and keep track of when they’re delivered. Think of them like prepaid tokens for something you offer — coaching sessions, events, classes, appointments, support calls, or anything else you provide in person or online. A customer buys a package that includes a certain number of credits. Each time they use one of your services, a credit is used. That way, you always know how many sessions they’ve purchased and how many they have left. At the End of This Lesson You will know how to record when a customer uses a credit, either automatically, through a product, or manually. Before You Start Make Sure You have a Credit Type Ensure you  have a way to sell or issue the Credits Ways to Consume Credits Automatically Allow Customers to Purchase Using Credits (Using a Product with a Credit Price) Use Triggers or Automations to Consume Credits Manually On the Admin Side Allow Customers to Purchase Using Credits Credits can also be consumed when a product uses a credit price. Go to Sales -> Products Find the product or Create a new product Go to Settings -> Pricing Click +Add Price Choose Credit Choose: The number of credits The type When a customer purchases this product Simplero automatically deducts the required credits. Use Triggers or Automations to Consume Credits Credits can also be consumed using Triggers or Automation Steps. This allows you to grant credits automatically when a specific action occurs. To use a Trigger: Go to Marketing -> Triggers Add a Trigger Choose what triggers the credits to be issued Choose Consume Credits Choose The credit type The amount In an automation, add a step and choose Consume Credits:  Manually Consume Credits Go to Contacts -> Contacts Locate and select your customer In the Contact Info screen, scroll down to the Credits section Click Consume  Choose the number of credits (Optional) Add a note for future records Troubleshooting Cannot consume credits The contact may not have enough credits Wrong number of credits left Review the contact's credit activity Customer can't see the credit option on their side Confirm the customer has credits issued

In this guide See an Overview of All Credits View Credits for a Specific Customer Check Credits from the Customer's End See an Overview of All Credits If you would like to see who has credits that have not yet been consumed... Go to Content -> Credits You will see a table showing: Credit types Outstanding credits Contacts with outstanding credits Granted credits Click on any of the numbers to view a table with the list of contacts.    View Credits for a Specific Customer Go to Contacts -> Contacts Open the customer record Scroll to the Credits section You will see a list of credits that this contact has ever had and the amount they currently have left Click on any credit name to see the history Check Credits from the Customer's End Customer can check their credits on their Site dashboard under Credits: