Guide To Enabling and Disabling Service Balance Check
When the Service Debit feature is turned on, it will prevent a negative service balance to each of your clients when creating appointments.
The service debit feature happens when a trainer creates an appointment, a client request for an appointment to the trainer, or when a client joins an open appointment
Enabling Service Balance Check
Step 1: To enable the service balance check in your trainer’s dashboard you can roll over to your navigation and hover over calendar and then click on settings
Step 2: In your settings, you can click on Charges and Debit. There is a section under Service Debit where you can tick on to enable or allow clients to go into debt when joining, requesting, and getting booked into an appointment. Once you have ticked on the box you can click on the save button
Step 3: After you have clicked on the save button you will get a notification that the changes to the debt setting has been successfully saved
Trainer Creates An Appointment
Enabled Service Balance Check: Now that you have successfully enabled the service balance check, you will be able to create an appointment for your client even if they don’t have enough service credit. In this example, you will be able to see a personal appointment highlighted in orange was successfully set up. You can book an appointment anytime even if the client has no service credit left.
Disabled Service Balance Check: In this example, I have disabled the service balance check. As I was trying to create a new appointment and save it I get an error notification that the client April does not have enough service balance.
Requesting An Appointment to the Trainer
Enabled Service Balance Check: Since you have successfully enabled the service balance check, your clients would be able to request a new appointment to your calendar even if they do not have enough service credits. In this example, you will be able to see the Assessment appointment was successfully approved. It is a personal appointment highlighted in orange. The client does not have any service credits but since the service balance check was enable the client would still be able to get a successful booking of appointments to their trainer.
Disabled Service Balance Check: In this example, I have disabled the service balance check. I have tested and logged in to a client’s test account and I tried to request an appointment. I then get a notification that I do not have enough service credit and I need to purchase some service credit to be able to request and appointment.
Request to Joining an Open Appointment
Now that you have successfully enabled the service balance check, your clients will be able to join open appointments in your marketing calendar or in your trainers calendar even if they do not have enough service credits.
Enabled Service Check
Step 1: Your client can select the trainer calendar which is Brandon ptEnhance. Once they click on that in the dropdown menu the Consultation open appointment would appear. You clients would be able to join by clicking on the join hyperlink.
Step 2: Once your client has clicked on the join hyperlink a join appointment pop up will appear. There is an option to select a package and purchase to join the appointment or to login. For clients to be able to enjoy the service balance check feature they need to login to their account.
Step 3: As you can see in the trainers calendar the client has successfully joined the appointment even though the client does not have enough service credit.
Disabled Service Balance Check: In this example, I have disabled the service balance check. I have tested and logged in to a client’s test account and I tried to join an open appointment. I then got a notification that I do not have enough service credit and I need to purchase some service credit to be able to join an open appointment.
