Help › Money

Packages and selling at the desk

Everything you sell starts in Sales Desk: set up your packages once, then sell them in a few clicks.

Set up a package

1. In Sales Desk, open Package Definitions and press New Package.
2. Choose the type. You can't change it later:
   • Credits (lessons): a number of private, group and party lessons, and how many days it lasts (leave it empty if it never expires).
   • Membership: classes a week (empty means unlimited), whether parties are included, and how many days it runs.
3. Set the price. A sale price is optional, and it can end on a date you choose.
4. Add the text students see, and tick Special to feature it.

A starter offer for new students? Use Make intro…: each student can buy an intro package once (an admin can allow another, with a reason).

Sell at the desk

1. Press New Sale.
2. Choose what they're buying: a package, tickets to a class or party, or a gift card.
3. Choose the student, or type a walk-in's name.
4. Take payment by cash, card, cheque or gift card. Paying two ways? Use Split the payment.

Part payments are fine: the rest stays owed and shows on the sale. Take the rest later with Receive Payment. A sale that isn't paid in full needs a named student.

Mistakes and refunds

• Void Sale undoes a sale on the day it was made. Memberships can't be voided; refund them instead.
• Refund and Write Off are for admins, with a reason.
• Every change to a sale is listed in Audit Trail.

Lessons on credit

A student with nothing left on their package can still be booked a little ahead: by default one private and one group lesson. Set the limits in Settings › Policies › Lessons on credit. Only an admin can go past them, with a reason. A lesson taken on credit shows as owed until they buy more.

Something not as described? Write to support@myamberagent.com.