Do you want to provide a free package or service to your clients? Maybe you're transferring over an account balance from an earlier system, or the client paid cash/check, or you need to switch a purchased package or service? Or, you just want to 'gift' them something for free! There are 3 ways to do this. Here's how...
Create a 100% Promotion Code
Login to your Fitli business account. Click 'Admin' on the top menu, 'Products & Services' and 'Promotions' on the left side and then click '+ Add Promotion' on the upper right side.
Enter/select the following details;
Title - Free
Display Promotion - OFF (otherwise everyone can see it)
Type - Percent
Amount - 100
Expiration Date - your discretion
Description - Optional
Note: You can activate/deactivate a promo by clicking the 'Active' slider on top. You may also display the promotion or make it appear for your business only by clicking the 'Display Promotion' slider. The code is a unique promotion code that clients (or you) use to apply on purchase transactions. This code is generated by the system after the title is entered. The promotion 'CODE' is the actual code you'll provide to your customers to use before checking out and confirming the purchase!
During the checkout process, either you, the business, or the client on the website (if you choose to display your promotion) or via the mobile app can enter a promotion code. Shown below, enter the promotion code 'free' then click 'Apply'. The total will be updated and be reflective of the promo. Click 'Confirm' to complete the purchase process.
Create a Free Package or drop in
To do this click 'Admin' on the top menu, 'Products & Services' and then 'Packages & Memberships' on the left side. Click '+ Add Package/Membership' on the upper right side.
Enter 'Package/Membership' name, select the service/s you want to include in the package, enter price, select 'Single Purchase' and 'Limited' number of sessions, '1' on the 'Session Expire' box, select months/days and enter description (optional).
Note: You can activate/deactivate the package by clicking the 'Active' slider on top. You SHOULD also NOT display the package/service or make it appear for your business only by clicking the 'Business Use Only' slider. You may also make the package 'Shareable?' When done, click Save. When adding a service on the services page, there's no option to make it shareable. Only packages can be shared.
Again, during the checkout process, either the business, or the client on the website (if you choose to display your promotion) or via the mobile app can enter a promotion code. The total will be updated and be reflective of the promo.
Payment source 'Other' or 'Comp'
When booking or purchasing any service/package, select 'Other' or 'Comp' under the payment method pulldown, enter the price and then confirm. When done go to 'Sales' on the Reports page and then look for the recent purchase you made for the customer. Click the amount under 'Other' or 'Comp' under the 'Payment Method' column, add a note and then hit Save. (Screenshots below)
After adding the comped package, you MAY need to adjust the number of sessions. To do this, go to your client's profile, scroll to 'Account Balance', click the number under 'Remaining Sessions Qty' column, use the arrows on the 'Edit Sessions Remaining' pop-up to adjust the sessions' quantity. When done, click save. (Screenshots below)
Don't forget if you are switching a client from one package to another, you may need to EXPIRE or cancel their old membership or package.
If you have any other questions, please reach out to us at firstname.lastname@example.org or chat with us at the fitli site.