In this article, we will be covering the below topics:

  1. What to do if a subscription is not imported?

  2. What if the customer purchased a course but did not enrol to the course sessions?

  3. What are the steps for the staff to log in for the first time?

  4. Links for the business app?


1. Missing Subscription

If a subscription is missing for a customer you could follow the below steps:

1.1 Selling the subscription pack from the CRM:

  • You can navigate to the POS > Enter the customer details and add the subscription pack

  • At the time of sale enter the next billing date of the subscription as the start date of the subscription

  • Add the card details and completed the payment

ℹī¸ The customer will not be charged till the start date of the subscription start date and will not be able to use this membership to book for upcoming classes till the start date of the membership

In the meantime, for the customer to use the credits we can create another one-off pack called migration pack and sell it to the customer

1.2 Creating and selling a migration pack from the CRM:

  • Create a credit pack called migration pack

  • Add the same benefits as the subscription pack to the migration pack

  • Under Advanced settings > Turn off Visible to customers

  • Select validity as Date of purchase

  • Select the pack to start from the date of purchase and keep the price as 0

  • Navigate to the POS and sell this pack to the customer

  • Go to the customer's profile > Under summary click on the three dots beside this credit pack

  • Click on edit

  • Update the next billing date of the subscription as the end date of this pack.

If it is a fixed credit membership, update the credits left for this cycle under credits

The customer will now be able to use this membership to make bookings till the start of the subscription


2. What if the customer purchased a course but did not enrol to the course session?

If you want to enrol the customer to an ongoing course you can follow the below steps:

2.1 Course settings

  • Navigate to Settings > Bookings

  • Under Courses tab > Select the option Hide course after the end date

The customers can now purchase ongoing courses as well

2.2 Selling the course to the customer with a 100% discount

  • Navigate to POS > Enter customer details > Under courses click on the course you want to enrol the customer to

  • Click on Apply Discount > Give 100% discount

  • Complete payment

  • The customer will now be enrolled to all the upcoming instances of that course


3. Staff Login

Once the staff profile is created in the system, they will receive an email to activate their account and set the password

To know about staff login you can refer to the below article

Staff first login


4. Bookee business app links

Below are the iOS and Android links for the Bookee Business app

👉 iOS:

Bookee business app on app store

https://apps.apple.com/app/bookee-business/id1531705941

👉 Android:

Bookee business app on google play store

https://play.google.com/store/apps/details?id=com.studioyou.studioyoubusinessapp


If you have any questions regarding the data setup, you can reach out to your onboarding consultant by using the support chat icon at the bottom of the screen 👇

Did this answer your question?