The Order defines what the corporate client is purchasing, the price, and the terms.
1. Initiating the Order
Click the '+ New order' button.
Under General properties, select whether the order is for Credits or Memberships.
2. Defining Credits Order
Field | Description |
Number of credits | Input the quantity (e.g., 100). |
Credit Usage | Choose what credits can be used for: Passes (general entry) or booking sessions/classes. |
Total Price | Input the total price for all credits. |
Split Payment | Enable if the company will pay only a portion, and the employee/member pays the rest. Set the amount each party pays. |
Billing Frequency | Choose Once or Recurring. Set the interval period for recurring. |
Redemption Code Expiry | Defines when the codes expire after payment (max 1 year). |
Drop-in Credit Expiration | Defines when a credit expires after an employee redeems it (max 1 year). |
3. Defining Memberships Order
Field | Description |
Select Membership | Choose which membership applies to the order. |
Quantity | Set the number of memberships the client is purchasing (e.g., 10). |
Total Price | Set the total price for all memberships. |
Split Payment | Enable if applicable and set the contribution amounts. |
Billing Frequency | Choose Once or Recurring. Set the interval period for recurring. |
Redemption Code Expiry | Defines when the codes expire after payment (max 1 year). |
4. Finalising and Activating the Order
Click 'Save'. The new order will appear in the Orders table.
When ready, click 'Activate' on the order. This generates the pro-forma invoice which can be sent to the Primary Contact for payment.
Once the order is paid, mark the order as Paid to generate the final invoice and reveal the redemption code.
Note: Redemption code is for reference only and is not required to be sent to the primary contact.
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