Credits for Coaching Courses

Administrators and Coaches can now apply credits to player accounts for Coaching Courses. These credits can be given in place of a refund or in case of issues like rained out or cancelled courses. You can apply credits to multiple players or individual players. You can set an expiry date of when the credits should be used by. 

Watch our short 3-minute introduction to Credits

Where can Credits be used in ClubSpark?  
Admins will be able to give credits to players from the participants  tab for Single Sessions, Short Course, Recurring Sessions and Holiday camps and Court Bookings The hope is that credits will be available in Events and Memberships in the near future. 

Who can award the credits? 
Super Administrator, Administrator or Discounts administrator with access to the Discounts module will be able to access a table that shows details of credits that have been created.

How much credit can you give? 
It will auto populate the value, but you can change this value to whatever value you choose.

This article will give you the steps to : 

• How to Apply Credits in Coaching
• How to Keep Track of Credits Applied
• How to Cancel a Credit
  
• How Does a Member Claim a Credit

How to Apply Credits in Coaching

Step 1: To apply the credits to accounts, go to the Coaching Tab and select the Program in question. Then select the correct Session.

Step 2:  Select the player(s) that require a credit and select "Apply Credit"     

To select ALL players - click the green box as marked below, which will apply a tick to all participants. 

Step  3: You can input a credit amount for Members and Non-Members, an Expiry Date and the reason for the credit. Finally, fill out the Email Subject and Message.

If it is for a recurring session, it will auto populate the value of a single session. You can edit the cost amount as you wish upto the value of what the customer paid. 

Note: It will give Credit based on whether the player paid the member or non member price. Not based on their membership status at the venue.

Expiry date- we would recommend you do this, so the credit is not indefinite, however, it is not mandatory. Once the expiry date passes, the credit value will no longer show. 

• • There are 6 options for the reason for the credit, these include:
    • Covid-19
    • Illness/Injury
    • Insufficient numbers
    • Weather, rain, snow, etc.
    • Unforeseen circumstances
    • Other

Step 4: Save
The credits will appear on the players record to use. How Does a Member Claim a Credit

 

How to Keep Track of Credits Applied

Once a credit has been applied to a player/member the Discounts and Credits will be available to view in the Discounts Tab in Serve Tennis- then click the Credits tab on the top right of the screen. 

From here you can cancel credits at any time as well as download a table of all available credits.

• Here you can see:
  • Available Credits 
  • Used Credits
  • Cancelled Credits
  • Expired Credits

How to Cancel a Credit

Step 1: To cancel the credit - in the Discounts Module - Credits. Select the credit(s) you wish to cancel by checking the box and then click Cancel Credit. 

Step 2: You can choose to send the member an email to explain why you are canceling the credit or not, you do this by enabling or disabling the 'Send credit cancellation email'. 

Step 3:  Click Confirm 

Note:  At present the emails are NOT shown in the email log but this is on the roadmap. 

How Does a Member Claim a Credit

We have an article you can share with your members if helpful.: How to Use Credits in ClubSpark
It is very simple as you can see below. The credit is automatically applied, so when the member goes to pay for the course, the credit is automatically applied. They can choose to not use the credit if they wish. 


Please note:  The credit can be used for any courses available, not just the course that the credit was originally applied. 

EXAMPLES OF CREDIT EMAIL TEMPLATES

Email to participant to tell them they have been given a credit note: 

A canceled credit email example: