Setup a Series
Make sure you have your Series Types setup first.
Navigate to Admin > Scheduling/Retail > Series/Contracts which is just above the series type option selected earlier.
In the Above Image many things are highlighted. The underlined shows the filters which are our series types. Clicking any of these will show all of the Series within that Series Type.
The star here shows the Online/Offline button for a Series. If a Series is offline it is hidden on the website and a customer will not be able to see the Series online, however, if they have a Promotion code or Group Membership they can still gain access to purchase the Series. While a Series is offline a studio staff member can still see and sell the series from the Register.
Click the Add Series or Add Contract button.
These are the Series settings (Contracts are covered next). Make sure that every bold/red star setting has information in the box next to it.
Is Unlimited - if "No", then fill in the Class Count.
Expires in: - The amount of time in which the series will expire.
**Note: The Expiration Date of a Series is the date that the system will expire the series and render it unusable. Customers are able to book into classes that are scheduled for that date as long as the series is active when they do it. I will make sure that this is clearly expressed in our documentation moving forward.
Grace Period Days - Number of days a series can be used after it expires.
Include for Commission - If "Yes", then staff can receive commission for sales.
Activation of First Class Booked - if set to "Yes", otherwise the Series is active upon purchase. A value must be placed in Days To Expired if Not Activated to extend the normal activation period, however. Please note that if a customer books their first class they will not be able to book classes before that time.
Days to Expire - If activation is set to occur on their first class booked, if a class is not booked upon purchasing of the Series, expiration will be set to the number set here.
Fixed Starting Date - used for pre-sales. The Series should come offline manually at a fixed date and not be recycled.
Purchase Limit - Restricts how many times a customer can buy this series.
Restrict to New Customers - Restrict to new customers NOTE - Comping Series and Contracts does not remove the 'New' status from the customer, allowing them to benefit from Series/Contracts restricted to New customers. A customer is only no longer considered New whenever they purchase a Series or Contract that does not allow them to remain new on purchase.
Customer Remains New on Purchase - After purchase, a customer is still considered "new".
Can Share - Can share series with another customer
Bundled Products - Prompts user to buy other products on the purchase.
Complimentary Series Mode - Assigns a complementary series to the customer either on purchase or usage of this series.
Complimentary Series - The complementary series offered.
Terms - Displays a click-through required screen after purchase.
Sort Priority - Default sort is by class count, otherwise this orders package on the system pricing page.
Feature on Web - When enabled this will put a box around the series on the buy series page.
Hide in Register - Makes unavailable for purchase in-studio.
Booker Icon - Display visual cue in the Booker for which Series was used to book the class.
Customer Per Class Limit - Restrict customers to a per-class limit.
Classes Per Week Limit - Restrict customers to a per week limit.
Classes Per Day Limit - Restrict customers to a per-day limit.
Series Per Class Limit - Limits how many spots are available for customers with this Series.
For Extended Booking - Allows customers with this Series to book classes out further than other customers.
For Advanced Booking - Allows customers with this Series to see a scheduled release earlier than other customers.
Extended Cancellation - Allows customers with this Series to cancel a class without penalty later than other customers.
Priority Waitlist - Allows customers to be enrolled on the waitlist in a position higher other customers
Purchase Email - Additional email to be notified when this series is purchased. (Transactions for free series or any time when funds are NOT processed do not trigger this email.)
Custom Expiring Email - Used in place of standard system expiring email.
Class Count Low Email - Sent when the class count reaches number set in system email.