How to create Benefits?

Summary

This guide explains how to create a benefit for use in booking Pricing Options. For example, you may want to offer customers free access to a creche or daily locker on a weekly or daily basis.

Before proceeding, ensure that you have already created either a Booking Pricing Option or a POS Pricing Option, depending on the type of benefits you are setting up.

 

 

Step-by-step guide

Before we start, please make sure that you have created a Booking Pricing Option or POS Pricing Option first (depending on the type of benefits you are creating).

  1. From the home page, select the 'System Configuration' module.
    System_Configuration.png

  2. Within the System Configuration module, select the 'Benefits' submodule.

    Screenshot_2023-06-01_at_14.41.31.png

  3. Click on the 'Create New Benefit' button.

    Screenshot_2023-06-01_at_14.42.09.png

  4. Fill in the following fields.

    Screenshot_2023-06-01_at_14.44.31.png

    • Name: Provide a name for the benefit.
    • When should the benefits be available?
      Choose when the benefit should apply:
      • Whenever a user books in a centre included in their membership.
      • When a user books.
      • Whenever a user books at their home centre only.
    • Description: Add a description explaining the benefit details.
    • Uses: Specify how many times the benefit can be used.
    • Frequency: Set the frequency of the usage (e.g., per week, per month, per year).
    • Applies to the following pricing options: Select the pricing option(s) to which the benefit can be applied.

       

  5. Once all the required fields are completed, click the Save button to create the benefit.

Next Step: Apply a Benefit to a Membership

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