Courses are a multiple of the same service. Packages are the same but allow collections of different services. When "course" is mentioned, the same is applicable for a package.
A client must purchase a course or package before booking a service from it.
When a client has a valid course, it appears in the LHD (left hand drawer) when booking or editing an appointment. The circles represent the number of services in the course with the following colours:
Red - service has been redeemed.
Orange - service has been booked in the calendar but is yet to be redeemed.
Green - service is free to be booked.
In the image above, the course contains 8 services, one has been redeemed, one is booked in the diary (but has not yet been redeemed) and there are 6 yet to be booked.
Book a course service
Click the desired slot in the calendar to open the LHD.
Select the client.
Click on a green course circle (if there are no course circles, the client does not have a valid course).
Click "Save".
Change a booked single service to a course service
If an appointment is booked in the calendar as a single treatment but should redeemed as part of a course, it must be changed before check out. This can be done at any time before or after check in.
Click on the appointment to open the LHD.
Click on a green course circle.
Click "Save".
Although the appointment will look exactly the same in the calendar, it is now booked as a course service and will be redeemed on checking out & paying.
Checking in a service that has not been correctly booked from the course
If a patient has a course of Botox x 3, it is possible that a staff member will book a Botox service as a stand alone appointment rather than booking it from the course.
In this situation, when checking in a single treatment for a client that has a course containing that treatment, a pop-up will appear asking "Redeem Service from Course?". This gives the opportunity to pause the check in and go back to the appointment. Click on it and select the course service from the LHD by clicking one of the green circles. Save and perform the check in again.
Book a course treatment online
Course treatments can be booked online. Once logged in, the patient clicks "Courses" to see the courses they have purchased. They can then use the book button to book a service from the course.