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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).

Status: Completed1 comment

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  • Wesley Bosman changed status to Completed
    Team•

    May 13

    Pinned

    Check, goed punt. Heb de stijl verbeterd en een switch toegevoegd dat je geboekte tijden in flexibele blokken kan weergeven als aparte blokken, zodat je sneller kunt zien waar iets geboekt is.