Prepaid Package Products are used to sell points, which can be used to obtain a specific service or treatment. This article will explain how to use points from prepaid package products (checking in & checking out process).
Before using the product, please ensure that you already finishing these steps :
Ensure that you already have or have created a prepaid package product. Learn more about Create Prepaid Package Products.
Ensure that the customer who wants to use the prepaid package has an active package or already bought the prepaid package product. Learn more about Selling Prepaid Package Products.
I. Check In
We provide two ways to check in, either by clicking the 'new' button or by entering the customer code from the barcode column. Since the recommended method is to check in by clicking the "new" button, this article will explain the check-in process from that scenario.
Step 1. Go to Prepaid Package, then Click New
You can also check in by scanning the customer's barcode (point the cursor to the barcode column).
Notes :
If you check in by scanning the barcode or entering the customer code in the barcode column, you won't be able to fill in additional data/information during the check-in process.
Step 2. Submit "Check In" Information
You will see the existing package with the points below the "Check-In" information. Fill in the fields :
Type the customer name and select the customer.
Select the package type to redeem the point. Learn more about the Redeem Point Type.
Step 3. Click Others, then Submit "Others" Information (Optional)
You will see the last visit history for the selected customers besides the "Others" information. This data is optional, so you can proceed without filling it in. However, if you wish to fill in the data, here are the options :
Choose a prepaid package room. Learn more about the Prepaid Package Area.
Choose the service officer. Learn more about the Prepaid Package Officer.
Fill in the service note.
Step 4. Re-Check Data, then Click Submit
After clicking submit, the check-in process is successful. Usually, there is a simple printout for information regarding the treatment.
II. Check Out
We offer 4 ways to check out, here are the methods :
(Simple) By clicking "Check Out All". All existing treatments will be checked out without needing to fill in any additional information.
(Simple) By typing the customer code or scanning the barcode. The treatment for the selected customer will be checked out without needing to fill in any additional information.
(Simple) By checking or ticking the check-in process, then click the "Check-Out" button beside the "New" button. The selected treatment will be checked out without needing to fill in any additional information.
(Recommended) By clicking the treatment and filling in the additional information
This article will explain how to check out from the recommended scenario (the fourth scenario).
Step 1. Select Treatment
Step 2. Submit Image & Other Information (Optional)
You can upload a photo during the treatment and edit other information before checking out (this is optional, you can proceed to check out without filling it in).
Step 3. Re-Check Data, then Click Submit
The treatment was complete.
Tutorial Video
Related Articles
If you want to know how to set up a treatment for certain body parts, look at this article Area Type
You can add a Trainer/Therapist to record incentives through this article Adding New Trainer Or Therapists
Do you need to calculate incentives for Trainers/Therapists? you can set through the following article Incentive For Trainer
