Assigning credit for bookings

How to assign money credit.

Credit types

You can make a booking with one of two credit types:‌

  • Money credit can be used to book certain resources or events.

  • Time credit can be used to book certain resources.

In Nexudus, money credit allows members and contacts to make bookings. You can add money credit to a plan or directly to a member or contact's account.‌

  • When you assign money credit by using a plan, any remaining credit is lost in the next renewal period of the plan.

  • Any money credit added directly to a member or contact's account remains available to the customer until they use it up. Customers can use it to book any available resource. As an administrator, you can limit the types of resource it can be used for and set an expiration date for the credit.

For example, you might use this feature to provide the following:‌

  • An annual plan that comes with $60 of money credit per month

  • A perk for new members that gives them $1000 of money credit valid for three months and that is only available on the meeting rooms that get the least amount of bookings

Assigning money credit

You can assign money credit to a plan or directly to a user.‌ 

  Customers cannot use money credit to pay an invoice, money credit is only valid for booking resources and events. 

To add money credit to a plan

add_money_credit_plan.png
How to add money credit to a plan
 
  1. If the side menu is not visible, click .

  2. In the side menu, click Inventory.

  3. In the Sales section, click Plans.

  4. Click a plan.

  5. Click Benefits.

  6. In the Money credit section, click Add money credit.

  7. In the Display name textbox, describe your new credit.

  8. In the Credit amount textbox, type the amount of money you want to make available for the customer.

  9. From the Every drop-down list, select a renewal period.

  10. If you want to limit the type of resource this credit is spent on, select the This credit is only valid to book these type of resources checkbox and then select a resource from the drop-down list.

  11. If you want the new credit to be used on event tickets, select the This credit can be used to purchase events tickets checkbox and then select a specific event from the drop-down list or leave it blank to be available for any event.

  12. Click Save.

add_money_credit_plan_details.png
Adding money credit to a plan 
 

To add money credit to a user

add_money_credit_user.png
Customer benefits: money credit
 
  1. If the side menu is not visible, click .

  2. In the side menu, click Operations.

  3. In the Customers section, click Members & Contacts.

  4. Click a member or a contact.

  5. Click Benefits.

  6. Click Money credit.

  7. Click Add Money Credit.

  8. In the Description textbox, type information about your new credit.

  9. In the Total credit textbox, type the amount of available credit.

  10. If you want to limit the type of resource this credit is spent on, select the This credit is only valid to book these type of resources checkbox and then select a resource from the drop-down list.

  11. If you want the new credit to be used on event tickets, select the This credit can be used to purchase events tickets checkbox and then select a specific event from the drop-down list or leave it blank to be available for any event.

  12. If you want to set an expiration date, click Expiration date and select a date from the calendar.

  13. Click Save.

add_money_credit_user_details.png
Adding money credit to a customer's account 
 

Assigning time credit

In Nexudus, time credit allows members and contacts to make bookings. You can add time credit to a plan or directly to a member or contact's account.‌

To add time credit to a plan

add_time_credit_plan.png
How to add time credit to a plan
 
  1. If the side menu is not visible, click .

  2. In the side menu, click Inventory.

  3. In the Sales section, click Plans.

  4. Click a plan.

  5. Click Benefits.

  6. In the Time credit section, click Add time credit.

  7. From the This credit is only valid to book this type of resource drop-down list, select a resource type.

  8. In the Credit amount textbox, type the amount of time you want to make available for the customer.

  9. From the drop-down list, select a renewal period.

  10. Click Save.

add_time_credit_plan_details.png
Adding time credit to a plan 
 

To add time credit to a user

add_time_credit_user.png
Customer benefits: time credit
 
  1. If the side menu is not visible, click .

  2. In the side menu, click Operations.

  3. In the Customers section, click Members & Contacts.

  4. Click a member or a contact.

  5. Click Benefits.

  6. Click Time credit.

  7. Click Add time credit.

  8. From the Rate drop-down list, select a resource price for your new credit.

  9. In the Total credit textbox, type the amount of available credit.

  10. Click Due date and select a date the credit is charged for an invoice.

  11. If you want to set an expiration date, click Expiration date and select a date from the calendar.

  12. If you want to describe the credit, click Notes and type the desired information.

  13. Click Save.

add_time_credit_user_details.png
Adding time credit to a customer's account
 
 
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