Consume Credits or Use Credits to Purchase

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.

1. Go to Sales -> Products
2. Find the product or Create a new product
3. Go to Settings -> Pricing
4. Click +Add Price
5. Choose Credit
6. 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:

1. Go to Marketing -> Triggers
2. Add a Trigger
3. Choose what triggers the credits to be issued
   
4. Choose Consume Credits
5. Choose
   
   • The credit type
   • The amount

In an automation, add a step and choose Consume Credits:

 Manually Consume Credits

1. Go to Contacts -> Contacts
2. Locate and select your customer
3. In the Contact Info screen, scroll down to the Credits section
4. Click Consume 
   
5. Choose the number of credits
6. (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