Sell or Issue Credits

Updated Mar 16, 2026

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 Replace 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: