Adding Credit Types

To add credit types

1. Login to your dashboard: [companyname].codexfit.com
2. Under settings-->general, click on credit types
3. Click create credit types
4. Name your credit
5. If this credit should be for guests, click is for guest use
6. If applicable, if you'd like to make credit that allows someone to book into an event before it's open for bookings, select an extended booking window
7. Make visible and click create

Advice

Credit types are eventually used to create credit bundles and in setting up events/classes. You can specify how many of these credit types to include and cost when you setup a credit bundle later. You can also tell a class to accept certain credit types. 

For example, if you have a premium class like yoga that you wanted to only allow a more expensive credit type, you could setup a "yoga credit" or "premium class" credit type. 

When deciding upon credit types, there are a few questions to consider:

• Will all classes cost the same amount?
  • Solution: Setup a standard credit type
• Will our classes cost different amounts?
  • Solution:
    • Setup different credit types - you can specify how much these cost when setting up bundles later
    • Setup a standard credit but when you setup your classes, require more than 1 credit
• Will we include buddy credits?
  • Solution: Setup a specific buddy credit type
• Do I want someone to be able to book into an event earlier than normal? This could be a good upsell opportunity. 
  • Solution: Setup an "Extended Universal" credit to allow someone to book into events earlier. 

Go back to setup checklist