How to Adjust Booking Credits on an Existing Membership

Introduction

When you have an existing membership applied to members, you might need to go back and adjust the booking credits of the membership plan. However, the changes will not be applied to the memberships already using the plan. This ultimately means that members will not be able to take advantage of the changes in the booking credits you applied.

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What You'll Need

How It Works

In order to adjust the booking credits on a membership that is already applied to a member, you need to add the credits directly to the member or company profile pages.

Tip: The Support Team can run an update of all existing memberships, if a billing plan's credits/coins are changed.

Adjust the Credits of a Company

  1. Open the Community module and select the Companies section.
  2. Open the profile page of a company and navigate to the Booking Credits section.
  3. Click Add credits to add new credits or use the cogwheel to edit existing booking credits.
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  4. Define the number of credits and whether they will be available monthly or once.
  5. Select the room(s) the credits are available for.
  6. Select the period of validity of the booking credits selecting a start and end date.
  7. Click Add.

Adjust the Credits of a Member

  1. Open the Community module and select the Members section.
  2. Open the profile page of a member and navigate to the Booking Credits section.
  3. Click Add credits or use the cogwheel to edit existing booking credits.
    mceclip1.png
  4. Define the number of credits and whether they will be available monthly or once.
  5. Select the room(s) the credits are available for.
  6. Select the period of validity of the booking credits selecting a start and end date.
  7. Click Add.

 

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Comments

2 comments
  • Hi

    Do you think it will be possible to add credits annually as well ? 

    Thanks a lot, 

    Aline from Silversquare

    0
  • Hi Aline, 

    I hope this message finds you well!

    As the calculation concept of the platform is designed on a monthly basis, we do not have a direct option for adding the credits annually.
    I, however, believe that you can achieve this by applying a simple workaround. 
    You can set the credits to be renewed every month and also add an end date, e.g. the same day on the next year:
    The only threshold will be that you need to choose an average number of credits per month (e.g. 10 credits per month will mean 120 credits for the whole upcoming year). 

    I hope this helps!

    0

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