Help

How To Guides

Current Lesson
Course Content
Course Content

Credits

Credits are awesome!  Have you ever wanted a way to track the provision of your in-person services that someone purchased through Simplero?  Well, you can!  Maybe you are a coach who sells sessions using Simplero - you can use Credits in Simplero to keep track of when those services were delivered. Here's how...

 

Create the Type of Credit You Offer

Before you can sell it, you need to define it. 

To do this you would do the following: 

  1. Select Settings from your Simplero Dashboard
  2. Select the Credits tab
  3. Click the + Add a credit button in the top right corner

    Add_a_credit_button
  4. Complete the fields for your new Credit
    • Name for your Credit
    • Name plural
    • Expiration - set the time period in which they expire (if they do). You will be able to override the expiration period when you sell the Credit via a Product.

      Image 2018-10-23 at 10.22.07 PM.png
  5. Click the Create credit button to save

Create a Credit Product

Now you can sell that Credit!  To do this, create a Product the way you usually do but choose 'Credits' in the "Product Type" section. See this guide for help if you haven't created a Product before. 

  • Select your Credit type and tell the system when the credits expire when used in this product (if they do)
  • Leave the quantity set to 'Let Customers Choose' unless there is a minimum number of credits they must purchase to be able to purchase credits. 

    Product_type_CREDIT
  • When you set your price, create a price that is for the minimum number of credits you allow.
  • If you would like to offer to sell more credits at a discounted price per credit:
    • Create a second price
    • Enter the price per credit
    • Set the minimum number of credits people must buy in order to get that price.  On your order form, they will be able to choose how many credits they want and the system will s how them the applicable price per credit.  

 

Now go sell your product and provide the services you promised. Then it's time to use the credits...

 

Consume the Credits 

Once the Credit has been 'used' by the customer, record that in their Contact record.  

  1. Select Lists & Contacts from your Simplero Dashboard
  2. Select the Contacts tab
  3. Locate and select your customer name
  4. In the Contact Info screen, scroll down to the Credits section
  5. Click the Consume hyperlink 

    Image 2018-10-23 at 9.56.42 PM.png
  6. Write a note about when the Credit was used, and for what in the Consume Credits pop-up screen. You can consume full or partial credits.
  7. Then click the Save changes button

    Consume.png

You can also give someone a Credit manually. 

  1. Select Lists & Contacts from your Simplero Dashboard
  2. Select the Contacts tab
  3. Locate and select your customer name
  4. In the Contact Info screen, scroll down to the Credits section
  5. Click the Issue credit hyperlink  

    Image 2018-10-22 at 11.15.39 PM.png

 

 Get an Overview

If you would like to see who has credits that have not yet been consumed...

  1. Select Settings from your Simplero Dashboard
  2. Select the Credits tab
  3. Look at the Outstanding column or click the Outstanding tab (you'll see this tab if you have several credits) to see a list of contacts who have unused credits

Image 2018-10-23 at 9.54.20 PM.png

Last updated 13 Mar 2019.
Previous Lesson Campaign and Discount Pricing Next Lesson Multiple Seat/User Pricing
Like