Add automation to a sequence

Currently, we can already add customers to a session series. That’s good, but this only works as long as the customer has credits in their account.


Suppose I offer a monthly subscription for group classes twice a week (Mon and Thu). Then I would create a subscription > payable every 4 weeks > each period the customer receives 8 credits (2x/week). So far, so good….

But if I then add the client to a series (Mon and Thu), the system will only add the first 4 weeks because the client only has 8 credits. After that, I have to manually reschedule everyone back into the calendar every 4 weeks, even though the clients have a subscription that automatically renews. We normally assume that this situation will continue until the clients cancel the contract themselves.

Do you perhaps see a solution for this?

If the calendar layout were different, so that you see your sessions in separate blocks (along with the number of participants), you could see at a glance where people haven’t been assigned to sessions yet. Here’s an example of what I mean.

If there were only 3 participants listed there now, when there have always been 4, I would know immediately if someone’s session pass/subscription has expired (or if someone hasn’t been assigned to a series of sessions yet).

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Status

Completed

Board
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Gainz Coach: Feature Requests

Date

13 days ago

Author

Ben Serneels

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