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Selling Prepaid Plans

Prepaid Plans are fully paid upfront, similar to a pass. Passes have an overall limited number of visits and a duration. Prepaid Plans can have unlimited visits or a limit of visits per day, week or month within the entire duration of the plan. When selling plans, staff may update the price, number of visits, roll over visits, and plan start date.

In This Article

Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
  • User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ✅Staff, ❌Limited Staff

Sale Location

Pike13 follows a specific hierarchy to assign a location to a sale:

  1. Point of Service: If a plan is sold during sign-in for a specific class or appointment, the service location is recorded as the sale location.

  2. Client Profile: If the sale is independent of a specific visit, the system uses the location assigned to the client’s profile.

  3. Business Default: If the client has no assigned location and there is no associated visit, the sale defaults to the first location listed in your business settings.

You can change the location of sale on the Billing Information page during checkout.

Staff App

  1. Click on the 3 bars in the upper left hand corner.
  2. Select Clients.
  3. On the Clients page, select the client of interest.
  4. Click on the down arrow in the upper right hand corner and click the Shopping Cart icon.
  5. On the Choose a product page, select the prepaid plan to purchase.
  6. If the client manages other clients, choose who will use this plan, and click Add to Cart
  7. Select Modify, and then doing any of the following:
    1. Duration: Start and end dates
    2. Pricing: Limit number of visits, rollovers limits, price
    3. Discounts: Discount by a percentage or set amount off
  8. When finished, click Back to Shopping Cart.
  9. If applicable, under TOTAL click Enter coupon code, enter the code, and then click Apply.
  10. Click Secure Checkout.
  11. Ensure the Location is correct.
  12. Choose whether or not to send an email receipt to the client. The default is Yes. Ensure the email address is correct.
  13. Click Choose a payment method, and then choose a payment option.
    1. To make a full payment, check that the full payment amount is correct, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Finish.
    2. To make a partial payment, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Make Partial Payment.
    3. To split a payment between payment methods, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt. Click + Add another payment, choose the second payment method, and then click Finish.

Desktop

  1. At the top of any Pike13 page, click Clients.
  2. Select the client making a purchase, and click the New Purchase button.
  3. On the Choose a product page, select the prepaid plan to purchase.
  4. If the client manages other clients, choose who will use this plan, and click Add to Cart
  5. Select Modify, and then doing any of the following:
    1. Duration: Start and end dates
    2. Pricing: Limit number of visits, rollovers limits, price
    3. Discounts: Discount by a percentage or set amount off
  6. When finished making modifications, click Back to Shopping Cart.
  7. If applicable, under TOTAL click Enter coupon code, enter the code, and then click Apply.
  8. Click Secure Checkout.
  9. Ensure the Location is correct.
  10. Choose whether or not to send an email receipt to the client. The default is Yes. Ensure the email address is correct.
  11. Click Choose a payment method, and then choose a payment option.
    1. To make a full payment, check that the full payment amount is correct, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Finish.
    2. To make a partial payment, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Make Partial Payment.
    3. To split a payment between payment methods, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt. Click + Add another payment, choose the second payment method, and then click Finish.