FAQs & Troubleshooting: Accounts, Billings, Plans and Credits – CodexFit

If a customer is booking with a credit, how does CodexFit decide which credit to use?

Membership allowance preferred over individual credits, then credits by:

Those restricted to a specific location first (i.e. if you can only use credits in Westbourne Park, and you're booking a class there, it'll prioritise them)
Then ordered by the order they are set in the credit type admin area (i.e. if you have 'Fomo Friday' credits before Universal credits, it'll attempt to use those first (if applicable to the class)
Then ordered by expiry, those expiring soonest will be used first.

Anyone is allowed to join a waitlist with or without a credit/plan.
When a spot becomes available, the waitlist manager will loop over the waitlist in the order of when they were added looking for someone who has a credit/plan which is accepted. The first customer it hits on that list will get the spot.
The reason CodexFit does this is because a customer's credits/plans can change quite a bit.
A customer could have booked onto a waitlist and had a credit but then they could go and make another booking and use that credit up - it wouldn't be fair if we took the credit just to get on a waitlist because getting on a waitlist doesn't guarantee a booking and we don't want that credit to be tied up in a waitlist.
We don't necessarily want to cancel that existing waitlist either as the customer could buy another credit or maybe get one refunded if they cancelled a class with enough notice.
Therefore, the best thing we can do is allow customers to join and at the point of converting the waitlist into a booking is check to see if they have a credit and give it to them if they do.

The reason why we show a £0 value is that the value of a booking made with a plan is really only known at the end of their billing period. For instance, if someone only used 15 of their 20 bookings that month, their "booked value" would be quite different than someone who had used all 20 of their 20 bookings.
With a credit, the value of the credit is set at the point of buying the credit and it cannot change. But with a membership, it all depends on how many actual bookings of their membership that they used that month.

CodexFit will always prefer to deduct from a customer's membership allowance over their individual credits.
The most common reason for this is when a customer has used up all their membership allowance and booked classes with their credits. Then they cancelled one of the classes from their earlier booking. For instance, if I had a five classes per month membership and I booked six classes for that month. The sixth one would be booked with the credit that I had in my account. For some reason, I decided to cancel one of my first 5 bookings, the system would refund me one of my allowances. Hence, it might appear as though a credit was taken before the membership allowance.
Please be aware that we can swap a membership credit to an individual credit (ie, buddy credit/intro credit) but we can not swap an individual credit for a membership credit.

To help explain how booking allocations are used, imagine a customer purchased a subscription on 17 October and they get 4 bookings per month.
If they book into an event on 19 October, that is then one booking used. Imagine then they book another on 31 October which would count as another. Then they book into another event on 16 November which means they have used up 3 bookings on their subscription for that month. Finally, they book into an event on 18 November. At this point, even though the booking was made while in the previous booking period, since the event itself falls in the next booking period, it counts as a booking for the booking period beginning 17 November.
So then it's 17 November. Remember they already made a booking for the 18 November so that counts as one booking during this new period. So they have three bookings remaining in this period.