Resolving Common Issues with Pricing Options, Booking, and Credit Management in Arketa
Managing pricing options, booking sessions, and applying credits effectively in Arketa can sometimes present challenges. This guide provides solutions to common issues and ensures a smooth experience for both clients and administrators.
Overview of Pricing Options
Pricing options in Arketa allow flexibility in managing session bookings and payments. However, proper configuration is essential to avoid issues. Ensure that:
Pricing options are correctly set for the intended session types (e.g., private sessions, in-person classes).
Credit requirements align with the session being booked.
Rollover settings are enabled if unused credits need to be applied to future sessions.
Troubleshooting Booking Issues
1. Applying Prepaid Packages to Private Sessions
If a client’s prepaid package cannot be applied to a private session checkout, verify the redemption settings:
Navigate to the pricing option settings.
Ensure the option is redeemable for "private sessions" and not limited to other session types.
Update the settings and save changes. Once updated, reconcile the visits using the package.
2. Resolving Credit Mismatches
If a client cannot book a session due to credit mismatches, check the credit requirements:
Compare the session’s required credits with the client’s available credits.
Adjust the client’s credits or modify the pricing option to align with the session requirements.
Retry booking or marking the session as paid.
3. Booking Private Sessions with Class Packs
Class packs (e.g., 5- or 10-pack) cannot be used for private sessions if the session is restricted to a dedicated private-session pack. Ensure clients purchase the appropriate private-session pack for booking.
Managing Credits and Payments
1. Applying Leftover Credits
To apply leftover credits from a previous package:
If the package is active, select it as the payment method during booking.
If the package is inactive, enable rollover in the pricing option settings to allow unused credits to be applied to future sessions.
2. Completing Payment for 1-on-1 Sessions
If a client cannot complete payment for a 1-on-1 session, ensure they have a valid payment method saved to their account. Once added, retry the booking and purchase.
3. Scheduling Without Double Charging
To schedule a private session for a client who has already paid:
Create the appointment via Classes → Appointments.
Select the service and instructor, proceed to checkout, and choose "Paid by cash" or apply a 100% discount to avoid additional charges.
Redeem the client’s existing credit by selecting "schedule private session" and applying the available credit to the booking.
FAQs
Why can’t I apply a client’s prepaid package to a private session? Ensure the pricing option allows redemption for private sessions.
What should I do if a client cannot book a session due to credit mismatches? Align the session’s credit requirements with the client’s available credits.
Can class packs be used for private sessions? No, private sessions require a dedicated private-session pack.
By following these steps, you can effectively manage pricing options, resolve booking issues, and ensure seamless credit application in Arketa.