Selling a package and settling sessions

A package is a set number of entries for a given class type. The client buys a package, receives credits, and every session check-in takes one away.

Requires the STUDIO plan

Packages, POS and the front desk start at the STUDIO plan. On Starter and PRO you run the calendar and plans, but you don’t settle entries.

Defining a package

Packages → New package: name, class type, number of entries, price and validity period. A package is a template — you sell it many times, to different clients.

Two ways to grant credits

Route	When	Payment
POS sale (front desk)	the client pays at the counter	yes, with a fiscal receipt
Grant from the panel	settled outside the system, a correction, a goodwill gesture	no, no receipt

In the panel: client profile → Add credits. You choose From a package (which takes the parameters from the definition) or Manually (class type, entries, validity).

Caution

A grant from the panel is administrative — it creates no sales document and no receipt. Run sales the client actually paid for through the POS at the front desk.

How credits are used

A credit is taken at check-in, not at booking. Cancelling a checked-in session returns the credit automatically.

If a client is checked in without cover, their balance drops below zero and shows as debt. That is deliberate — better to let the client train and settle up afterwards than to stop them at the counter.

Credit history

Client profile → Credit history (administrator and manager) shows the full timeline: who granted the credits, from which package, when they expire, which sessions they were assigned to and what was refunded.

Credits are never deleted — they can be activated and deactivated. Used and expired credits are read-only; a used credit returns to the pool only when its session is cancelled.