Article Details
A Group Class is a series of training classes with pre-set dates. When you enroll a customer, they can optionally pay for the entire series of classes upfront using a package.
To track class usage and class payment we will utilize the package feature in Gingr. Customers can purchase the package through the customer portal at the time of enrollment to pay for the program.
Warning: These steps must be completed in the order outlined to successfully set up group classes. This is step 3 of 5.
Before You Begin
You should have already:
Create a New Package
Important: This rate will be what each credit is worth within the package you've created or what it costs for each session of this type of class if you are not using a package.
On the Packages & Subscriptions page, you can create a new package or edit an existing one. Use the Field Guide below to assist you in setting up your new package.
-
Navigate to Left-hand Navigation: Admin » Packages & Subscriptions.
-
Click +Add to create a new package.
-
Fill out the short form using the Field Guide below.
- Click Save.
Field Guide
| Setting | Description | Helpful Hint |
| Location | Select your location. | A subscription can only be assigned a single location. However, if the system-wide toggle "Allow packages/subscriptions at any location" is on, the credits can be redeemed at any location. |
| Name | This is the name of your package. It is shown to customers on receipts and on the customer portal. | |
| Description | Optionally enter a description that can be displayed on the customer portal when a customer purchases a package from the customer portal. | |
| Reservation Type | The type of reservation this package applies to. | Packages can only be associated with a single reservation type. If you wish to redeem credits for multiple reservation types you must enable "Allow packages/subscriptions on any type" from the system-wide settings. |
| Quantity | The number of credits the package should have. | You must sell at least one package credit. |
| Enable as Subscription | Enable this setting if this package should be available only as an auto-renewing package (Subscription). | If enabled, this package will be listed on the New Subscription page and not on the "Sell Retail & Packages" or "Manual Owner Packages" pages. |
| Expiry Countdown Starts at First Use | Enable this setting if this package should begin to expire upon the first use. If disabled, expiration will begin from the sale date. | |
| Days to Expiration | Optionally enter the number of days that this package can be used before it expires. | For Packages, if no data is entered, the package will never expire. If there is an expiration date, the package expires at 11:59 pm on the displayed date. Packages cannot be unexpired. |
| Price | This is the total price for each package (not per credit). |
Often times this value is less than the total value of the reservation type's base rate multiplied by the number of credits in order to provide a discount to customers. The amount of money the credit will take off in the cart is determined by the location default rate for the reservation type associated with the subscription. Package credits are worth the one unit of reservation of their assigned Reservation Type. |
| Is Taxed | If you apply tax to this sale, select "yes/on." |
To charge tax for packages, you must also go to Left-hand Navigation: Admin » Tax Settings select to charge tax on packages. See our article on Tax Settings for more information. |
| Account Code | Optionally set the associated account code for the package. |
To set up account codes, navigate to Left-hand Navigation: Admin » Account Codes. See our article on Revenue Report Account Codes for more information on setting this up. |
| Use Pricing Rules on other Reservation Types |
If enabled and the package is applied to a different type of reservation, it will pull the assigned reservation types pricing rules. This requires the system-wide setting "Allow packages on any type" to be enabled |
Example: When applying a daycare package credit to a multiple pet boarding reservation with daycare attached the package credit will apply at a value equal to one day of daycare including any daycare multiple pet discounts. |
| Hourly Credit |
Enable this setting if this package type is used for a reservation type set to Charge by Hour. |
Example: 3 credits would be applied for 3 hours of daycare. |
| Email days before expiration |
If you want the "Package Expiration Email" to send a number of days before a customer's package's expiration date, enter the number of days here. |
If this field is left blank no reminder email will be sent. If all of the package credits have already been redeemed this email will not send. |
| Email remaining count threshold |
If you want the "Package Expiration Email" to send when a customer gets down to a certain number of credits, enter that number here. |
If this field is left blank no reminder email will be sent. |
| Can Purchase Through Customer Portal |
Can customers purchase this package from the customer portal? |
The online purchase of packages through the customer portal requires Gingr's integrated credit card processing. |
| Status |
If enabled (Yes/On), it will be available for purchase. |
Subscription types can never be fully deleted. If you no longer use a subscription type it can be disabled instead. |
Next Steps
Proceed to Create a Group Class.
Related Resources
- Set Up a Group Class Process
- Create a Group Class Reservation Type How-To
- Set Rates for Group Classes How-To
- Create a Group Class How-To
- Create a Group Class Schedule How-To
- Group Classes Topic Outline
- Set Up Virtual Group Classes Process
Comments
0 comments
Article is closed for comments.