The enhanced package and subscription system in CoachNow Academy provides automated credit tracking, flexible offering creation, and streamlined payment processing. This guide covers everything from creating offerings to managing athlete credits.
Understanding Offering Types
Automatic Tracking
Purpose: Streamlined credit management with automatic deductions
Setup: Link packages to specific booking options
Best for: High-volume coaches with standardized session types
Manual Tracking
Purpose: Flexible credit management with manual adjustments
Setup: Set session count without linking booking options
Best for: Coaches with varied session types or custom arrangements
Without Tracking
Purpose: Unlimited access offerings
Setup: No session limits or credit tracking
Best for: Membership-style packages or unlimited access programs
Creating Linked Packages and Subscriptions
Step-by-Step Setup
Navigate to Offerings:
Go to Calendar Settings > Packages & Subscriptions
Click "Create New Package" or "Create New Subscription"
2. Select Tracking Method:
Choose "Automatic Tracking" for linked offerings
Select applicable booking options from dropdown
3. Configure Session Quantities:
Set quantity for each linked booking option
Use "Unlimited" toggle for subscription offerings
Add multiple booking option types as needed
4. Set Package Details:
Enter package name and description
Set pricing and duration
Configure renewal settings (subscriptions only)
Multi-Option Packages
For packages with multiple booking option types:
Individual quantities: Set specific session counts per option type
Combined display: Shows total sessions and option count
Detailed view: "Details" link provides comprehensive breakdown
Managing Customer Credits
Customer Page Overview
Access the Customers page to view and manage athlete credits:
Package Display Format:
Each linked booking option shows as separate section
Booking option name appears as section title
Adjustable counter for remaining sessions
Unlimited sessions show infinity symbol
Manual Credit Adjustments
When to Adjust:
Makeup sessions for cancellations
Bonus sessions for loyalty
Corrections for technical issues
Custom arrangements with athletes
How to Adjust:
Navigate to customer's profile
Locate the relevant package/subscription
Use +/- buttons to adjust credit count
Changes take effect immediately
Credit Usage Tracking
Automatic Deductions:
Credits automatically deduct when linked sessions are booked
Real-time updates in customer profiles
No manual intervention required for standard bookings
Usage History:
View complete credit usage history
Track session bookings and cancellations
Monitor package/subscription performance
Payment Integration with Credits
Booking Priority System
When athletes book sessions, the system prioritizes:
Package/Subscription credits (when available and applicable)
Booking option default payment method
Manual selection for custom sessions
Credit Application Rules
Single Booking Option Packages:
Credits apply only to matching session types
No cross-utilization between different options
Multi-Option Packages:
Credits deduct from appropriate option type
Maintains separate counters for each option
Athlete Credit Visibility
Athletes can view their available credits through:
CoachNow mobile app
Session booking interface
Account dashboard
Subscription Management
Auto-Renewal Settings
Configuration Options:
Set renewal frequency (monthly, quarterly, annually)
Configure automatic credit replenishment
Manage payment collection timing
Cancellation Handling:
Cancellation stops auto-renewal only
Existing credits remain available until expiration
No immediate service termination
Subscription Credit Cycles
Credit Allocation:
Credits replenish based on subscription terms
Unused credits may carry over (configurable)
Clear expiration policies for athletes
Mid-Cycle Changes:
Prorated adjustments for plan changes
Credit balancing for upgrades/downgrades
Transparent billing practices
Advanced Package Features
Package Cloning
When to Clone:
Creating similar packages with minor variations
Seasonal package adjustments
Testing new package structures
Cloning Process:
Select existing package
Choose "Clone" option
Modify details as needed
Save as new package
Mobile App Credit Management
Coach Mobile Features
Booking Integration:
Automatic credit application suggestions
Override options for special circumstances
Clear payment method selection
Athlete Mobile Experience
Credit Visibility:
Current credit balances by package type
Usage history and remaining sessions
Renewal dates and auto-pay status
Booking Process:
Automatic credit application during booking
Clear indication of credit usage
Payment alternatives when credits exhausted
Troubleshooting Common Issues
Credits Not Deducting
Possible Causes:
Package not linked to correct booking option
Manual tracking enabled instead of automatic
Booking option payment method mismatch
Solutions:
Verify package-booking option linkage
Check tracking method configuration
Ensure payment methods align
Incorrect Credit Balances
Common Scenarios:
Manual adjustments needed for cancellations
Technical issues during booking process
Athlete disputes or special arrangements
Resolution Steps:
Review booking and payment history
Make manual adjustments as needed
Document changes for accountability
Package Display Issues
Troubleshooting:
Refresh customer page for updated displays
Verify package configuration settings
Check for system update requirements
Effective credit management enhances the athlete experience while streamlining your business operations. For personalized assistance with package setup or credit management, contact our support team.