Lesson packages and credits

Lessons & Training

Sell “10 Group Lessons · $400” from your public page, or to a client on account. Credits land in the client’s balance and one is spent on each lesson, when the client books with it online or when you complete the lesson.

Packages live on the Lessons tab, under the Packages card. A package is a number of lessons sold up front, spent one at a time.

Creating a package

Name - what clients see, like “10 Group Lessons”.
Lessons - how many lesson credits it holds, between 1 and 500.
Price - $0.00 or more. Stables works out what one lesson comes to: “10 lessons · $400.00 · $40.00 each”.
Expires (days after purchase) - between 1 and 3,650 days, or leave it empty and the credits never expire.
Good for - the lesson types the credits can be spent on. Tick at least one, or use + Add a lesson type to make one without leaving the package.
Sell on public page - on, the package is sold from your page; off keeps it for you to sell in person, and it shows as Private.
How it can be paid - for a package on your page: Pay online (card, or bank transfer for barns that bill in US dollars), Bill to account, or both. Pay online is the default.
Active - turning it off stops new sales. Lesson credits already sold stay valid.

Letting clients bill a package to their account

Tick Bill to account on a package and your clients can put it on their account from your page instead of paying up front. They choose Bill my account when they buy it: the lessons are added to their credits straight away, and the price goes on their next invoice if they have one billing schedule running, or waits on Pending Charges for you to invoice if not.

Only your own clients see it: someone signed in to Stables who is an active client of your barn. Guests, new visitors and clients who are behind on payments pay online.
It needs your barn’s billing set up, since the price becomes a charge on the client’s account. Until it is, your page only offers Pay online.
A client can have one package billed to their account and not yet invoiced at a time.
You get an in-app notification and an email each time. If a sale wasn’t expected, void its pending charge before it’s invoiced and the unused lessons are taken back.
Untick Pay online to make a package account-only. Then only your clients can buy it, by billing it to their account.

Any package that is on sale, public or private, can also be sold to a client on account: the lessons are added now and the price goes on their invoice. See Selling a package to a client on account.

How credits are spent

A credit is spent when you mark a lesson complete and choose Use credit for that rider - see Riders, no-shows, and completing a lesson. A rider with enough credits is also offered them first when booking online, signed in to their own Stables account, so a package booking costs nothing at checkout. Credits always come from the signed-in account, so you can’t spend a client’s credits by booking for them on your page.

A no-show can use a credit too. Your policy under When a rider doesn’t show, on the Online Booking card in Facility Settings → Facility Details, decides what happens: Charge them uses a lesson credit if they have one, and puts the lesson on their next invoice if not. Don’t charge them gives back a credit they used to book. Ask each time lets you choose when you mark the no-show.

Cancelled lessons give credits back. A rider who booked with a credit gets it back when they cancel in time, or when you remove them from the lesson, decline their booking or cancel the lesson. If When a rider cancels a lesson paid by card is set to Give a lesson credit, a rider who paid by card gets a credit for the same lesson type instead of a refund. While that credit is unused, Refund to card on their Lesson credits card refunds the card and takes the credit back. The Stables fee isn’t refunded.

When a client is down to their last one or two credits, Stables lets them know in the app and by email, with a link to your booking page when online booking is on.

A client’s credits

Open the client under Clients and go to Lessons & Credits (Lessons in the app). It shows how many lessons they have left, their upcoming lessons and lesson history, and the Lesson credits card: the balance with the soonest expiry, and each package bought and lesson used. From that card you can Sell a package on account, or use Add credit to add or remove credits by hand, for a forgiven lesson, a goodwill lesson or a mistake. A credit you add by hand never expires and can be used on any lesson type.

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Removing a package doesn’t remove credits

Credits already sold stay valid and spendable. Removing a package only stops it being sold, and its credits can then be used on any lesson.

Frequently Asked Questions

Can a credit be used on any lesson?

A credit from a package is only for the lesson types that package covers, even after you turn the package off. A package sold for group lessons won’t cover a private lesson unless you listed that type on the package. If you remove a package altogether, the credits it already sold can be used on any lesson. Credits you add yourself on the client’s Lesson credits card can be used on any lesson.

Can a client pay for a package in cash, or be billed for it later?

Yes. Tick Bill to account on the package and your clients can choose Bill my account on your page, or you can sell it to them yourself on account. Either way the lessons are added now, and the price goes on their next invoice if they have one billing schedule running, or waits on Pending Charges for you to invoice. See Selling a package to a client on account. If they have already paid you in cash, add the lessons with Add credit on their Lesson credits card instead, so they aren’t billed twice. Credits added that way never expire and work on any lesson type.

Do credits I add by hand work like bought ones?

Yes, and they go further: credits you add on the Lesson credits card can be used on any lesson and never expire, even if you don’t sell packages. A credit from a package is used on that package’s lesson types and expires when the package says. A credit returned when a lesson is cancelled keeps the rules of the one it replaces, and a credit given instead of a card refund is for that lesson’s type only.

What if a rider has credits but I want to bill them instead?

Choose Bill for that rider when you complete the lesson (Pending charge in the app). Their credits are untouched and the price goes to Pending Charges. A rider who booked online with a credit has already used it, so completing the lesson doesn’t bill them again.

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