Payments & Plans

Plans, pack credits, receipts, price changes, payout reports, and analytics.

Session Packages (Packs)Packs give clients a set number of session credits (e.g., a 10-session pack). Each booking consumes one credit. Bookings confirm instantly.
Sessions Sold as an Event TypeEvery plan declares what one of its sessions actually is, by pointing at an event type. Before this, a pack session had no shape of its own — its length came from whatever the professional's availability rule happened to be, and it had no page.
Why an Event Type Can't Be Booked for FreeOnce a plan sells its sessions as an event type, that event type stops being freely bookable everywhere at once. Its sessions are paid for with pack credits, and letting anyone book it from the widget would be a way to take the pack's session and spend nothing.
Where Clients Book Their Pack SessionsWhen your active packs name an event type, the schedule page hands you straight to that event type's own page, which is scoped to what you bought and books it at the right length.
Grace Sessions PolicyConfigure what happens when a client's pack credit balance falls to zero.
Changing a Plan's Price, Sessions or ExpiryA plan is the priced contract a client bought into, so editing one applies to future purchases only. What each client already bought is snapshotted at the moment of purchase and read from there afterwards.
Archiving a Plan Instead of Deleting ItDeleting a plan someone bought into would orphan their enrollment — sessions, payments, payouts and analytics all resolve a pack's name, price and session count through it. So a plan in use cannot be deleted at all.
Recording a Payment & Sending a ReceiptRecording a payment is the business's own note that money arrived — and now also produces a receipt the client can keep, with a stable reference number they can quote back.
Voiding a Payment & Refunding a PackA financial record has to survive a dispute, so payments are voided rather than deleted. A voided payment stops counting but stays readable.
Downloading Payout & Client RecordsOpen the analytics page and click Download Records on the Payouts by Professional heading. Filters default to a payroll run: the current month, everybody, unpaid only, with each currency listed separately.
No-Shows, Cancellations & RetentionThe Attendance & retention section of the analytics page reports five things about the last six months, and exports all of them as CSV.
Reading the Payroll StatementThe payroll statement groups classes under each professional and closes with balance figures. Here is what each row means.