In Bookee, you can now select the classes and appointments the plan can be applied to while creating the pricing option

In this article, we will show you

  1. How to select classes and appointments while creating a pricing option?

  2. Regional Plan: How to select classes and appointments at each location in that region?

  3. What happens when you deselect a class or appointment that is already selected?


1. Selecting classes and appointments while creating a pricing option

To create a pricing option, navigate to Setup > Pricing Option > Create Plan

Enter the below details for the membership:

Basic Details:

  • Membership Type: Select the Membership type, if it is a subscription plan or a credit pack

  • Create For: Select if you want to create this plan at the location level or the regional level

  • Enter other details of the plan like the Name of the plan, Membership group, and Description

  • Click on Next

Expiry and Credits:

  • Expiry: Enter the validity of the plan

  • Booking Credits: Select this option if you want the customers to use this plan to sign up for classes or appointments

  • Services: Select if this plan can be used for classes, appointments or both

Services:

Classes: Turn on the toggle for classes if this plan can be used to sign up for classes

Applies to: Select if this plan can be applied to all active classes or selected classes

  • All active classes: If you select this option the plan will be selected for all the active classes at the location or region level based on 'create for' setting

Selected classes: Here, you can select the classes this plan can be applied.

  • By default, all the classes where 'All plans and packs' can be used will be selected

  • You can search for the class by the below methods and select and unselect classes the plan can be used against

    • Use the search option and type the name of the class

    • Group the classes using the service category

    • Use the sort option to sort the classes alphabetically or by the date, the class has been added

  • For a plan created at the regional level: You can select the location at the top and select the classes under that location where this plan can be used and save changes

Once the pricing option is created, this plan will be enabled for the classes selected under the class schedule

Appointments: Turn on the toggle for appointments if this plan can be used to book appointments services

Applies to: Select if this plan can be applied to all appointments or selected appointments

  • All appointments: If you select this option the plan will be selected for all the appointment services at the location or region level based on 'create for' setting

  • Selected appointments: Here, you can select the appointments this plan can be used against.

    • By default, all the appointments where 'All plans and packs' can be used will be selected

    • You can search for the appointments by using the below methods and select or unselect appointment services the plan can be used against

      • Use the search option and type the name of the appointment service

      • Group the appointment services using the service category

      • Use the sort option to sort the appointments alphabetically or by the date, the appointment service has been created

    • For a plan created at the regional level: You can select the location at the top and select the appointment services under that location where this plan can be used and save changes

Once the pricing option is created, this plan will be enabled for all the appointment services selected

Credits: Select if the plan has unlimited credits or fixed credits, if fixed credits enter the number of credits

Advance Settings: Enter the remaining details like, if this plan is visible to the customer if it is a shared membership, Booking ahead of expiry, etc, and click on Next

Price:

  • For a credit pack, enter the price of the plan

  • For a subscription plan, enter the price, maximum number of cycles, minimum cycles the customer has to complete before canceling, etc

Click on Create Membership

The membership plan will be created and the plan will be updated under the selected class schedule and appointment service


2. Regional Plan: How to select classes or appointments at each location in that region?

If you are creating a plan at the regional level, you can follow the below steps:

  • Under basic details of the membership, select the region option under 'Create for'

  • Under Expiry and credit, enable the toggle for booking credits

Services

Under services, turn on the toggle for the services the plan will be applicable to if it is classes or appointments or both

Classes

Applies to:

All active classes under region: If you select this option, the plan will be enabled for all the active classes in all locations of that region

Selected classes: If you select this option, by default all the classes where 'All plans and packs' are selected will be checked. To make changes, click on the edit option

  • Select the location on the top and select the classes where this pricing option can be used

  • Once you selected the class schedules under all locations click on save changes

Appointments

Applies to:

All Appointments under the region: If you select this option, the plan will be enabled for all the appointment services in all locations of that region

Selected appointments: If you select this option, by default all the appointment services where 'All plans and packs' are selected will be checked. To make changes, click on the edit option

  • Select the location on the top and select the appointment services where this pricing option can be used

  • Once you selected the appointment services under all locations click on save changes

Proceed, with the next steps and click on create a membership. Once the membership is created this pricing option will be enabled for all the services you have selected across the locations in the region


3. What happens when you deselect a class or appointment that is already selected?

By default, all the class schedules and appointment services where all plans and packs are selected will be checked.

While creating a pricing option, if you uncheck any of the class schedule or appointment service that is already checked by the system, once the plan is created for that class schedule/appointment service under the Prices section the 'Can be booked using' option will change from the "All plans and packs" to "Selected plans and packs" and here all the pricing options will be selected except the one you just created where you have not selected this class/appointment


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