WEBVTT 00:00:04.559 --> 00:00:09.060 Hello and welcome to a Zender tutorial. In this video let us keep 00:00:09.060 --> 00:00:15.100 talking about use cases for session packs. And in this video I'd like to cover two 00:00:15.100 --> 00:00:21.120 use cases. The first one is when a client pays for the full session pack at the time 00:00:21.120 --> 00:00:26.399 of the first appointment. And the second use case would be when a client prepays 00:00:26.399 --> 00:00:31.219 the session pack before their appointments start and how to use that available 00:00:31.000 --> 00:00:37.000 payment. And we start with creating a session pack template for 00:00:37.000 --> 00:00:43.040 the first use case. Let's go to the settings menu and here in the billing section 00:00:43.040 --> 00:00:48.740 let's select session packs. Let's create a new session pack template. 00:00:51.240 --> 00:00:57.180 Let's fill in all the necessary fields such as the session pack name, item number, 00:00:57.279 --> 00:01:01.119 if available. Give it a description so that you and the customers know 00:01:01.119 --> 00:01:09.300 what kind of pack this is If applicable add a service or product that will go with every invoice 00:01:09.300 --> 00:01:14.040 that is created with this session pack Also select the number of units 00:01:14.040 --> 00:01:20.099 provided And now here the charge per This is where we will talk a little bit 00:01:20.099 --> 00:01:25.139 more So when we want to charge for the full amount owing for 00:01:25.139 --> 00:01:30.019 all the sessions included in this session pack at the first appointment at the first 00:01:30.019 --> 00:01:35.000 session for this client we will select the charge per pack And here 00:01:35.000 --> 00:01:43.199 we will enter the price of the full session pack For example like that Select the tax 00:01:43.199 --> 00:01:50.069 if it's applicable or not Any category if that's available And there 00:01:50.069 --> 00:01:55.260 you go We have created a session pack template which we will be using when collecting the 00:01:55.260 --> 00:01:59.000 full payment for all the services included in this pack at 00:01:59.000 --> 00:02:05.779 the time of the first session So let's save that And there you go We have our template ready 00:02:09.699 --> 00:02:13.909 We are now ready to book an appointment for the client who will be 00:02:13.909 --> 00:02:18.919 paying for the full session pack at the time of the first session So how we'll do that 00:02:19.300 --> 00:02:25.059 Let's select the time block and create an appointment for our client And then in 00:02:25.059 --> 00:02:29.259 the appointment details let's click into select a service pack or 00:02:29.259 --> 00:02:35.000 product And scroll down to the session packs create new session This is where all 00:02:35.000 --> 00:02:41.240 the session pack templates are listed And we will use our session pack 00:02:41.240 --> 00:02:47.360 template that we created for such cases You will see that the session pack 00:02:47.360 --> 00:02:52.100 service has already been applied because we added it to the 00:02:52.100 --> 00:02:57.100 template But if it's not there you will be able just select the service that will go 00:02:57.100 --> 00:02:58.759 with this session pack 00:03:04.619 --> 00:03:10.440 And we can also see the total owing amount This is the full payment for 00:03:10.440 --> 00:03:14.930 the whole pack of all the five sessions And when the service is 00:03:14.930 --> 00:03:20.220 provided or before the appointment starts depends on how you do these things you can now 00:03:20.220 --> 00:03:26.139 collect the payment from your client using the payment processes that you 00:03:26.139 --> 00:03:32.160 are using and then record it in yours and account on the appointment So let's use the 00:03:32.160 --> 00:03:38.660 card for that and save So we use the session pack template 00:03:39.000 --> 00:03:44.119 We process the full payment for all the services available in this pack And 00:03:44.119 --> 00:03:50.039 basically yes you collected your payment Now what happens at the next appointment for this client 00:03:50.039 --> 00:03:54.240 For example they come at the same time next week while creating 00:03:54.240 --> 00:04:00.119 your appointment for them Again select the client and click into select 00:04:00.119 --> 00:04:05.919 service pack or product again and have a look at the top of the available list of 00:04:05.919 --> 00:04:10.279 items You will see that the open session pack is available for this client 00:04:11.000 --> 00:04:17.600 So select it again and select the service if needed change the service if needed and 00:04:17.600 --> 00:04:24.160 click Save So what happened now if you have a look is that the 00:04:24.160 --> 00:04:30.380 count of sessions is happening So it's session 2 or 5 available but 00:04:30.380 --> 00:04:35.059 the amount owing is zero because the full payment has been already applied and 00:04:35.059 --> 00:04:40.000 processed on the first invoice for this client And you can keep booking new appointments 00:04:40.000 --> 00:04:44.000 for the client provide all the prepaid sessions and use the 00:04:44.000 --> 00:04:50.179 same session pack to generate zero owing invoices That's how you use a session pack 00:04:50.179 --> 00:04:55.119 when the full amount owing for all the sessions is processed at the time of 00:04:55.119 --> 00:05:01.179 the first appointment Let us now talk about the second use case when you will 00:05:01.179 --> 00:05:05.119 be collecting the prepayment before you start providing sessions and 00:05:05.119 --> 00:05:10.119 how to use that available prepayment for the client sessions So we 00:05:10.119 --> 00:05:14.820 will start with collecting that prepayment and making a record in your Zenda account 00:05:15.040 --> 00:05:19.040 To make a record of this prepayment let's go into the sales menu and select 00:05:19.040 --> 00:05:24.059 new payment And here you just need to select the client or the payee who 00:05:24.059 --> 00:05:31.100 is paying this And the payments page will open in the payee profile In our case this 00:05:31.100 --> 00:05:36.220 is our client and let's make a record of this payment So first of all select 00:05:36.220 --> 00:05:45.079 a method of how you processed this payment and the paid amount You can select 00:05:45.079 --> 00:05:50.100 the location where the sessions for this client will happen and also 00:05:50.100 --> 00:05:55.019 make a note This note will be visible internally for your team members so that 00:05:55.019 --> 00:06:00.079 you all know what kind of payment this is And once you filled in all the fields here 00:06:00.119 --> 00:06:07.239 process the payment click save changes That's it You now have this prepayment 00:06:07.239 --> 00:06:15.179 available as an existing payment which can be used to pay for the client sessions And now the 00:06:15.179 --> 00:06:20.579 time has come to book an appointment for this client Let's do that 00:06:21.279 --> 00:06:26.000 Create an appointment for them And now you can select a session pack 00:06:26.000 --> 00:06:33.200 that you'd like to use for this client Scroll down to the new create new session packs this 00:06:33.200 --> 00:06:37.019 list of templates and select the session pack that you will be using for 00:06:37.019 --> 00:06:43.519 this client Add a service if necessary or change the service if necessary and save 00:06:43.519 --> 00:06:50.250 the changes Now you have a new appointment with a new session pack allocated to 00:06:50.250 --> 00:06:55.649 it The first of the six sessions here for example has been allocated and you 00:06:55.649 --> 00:07:02.429 will only need to click the payment method button here to see the list of 00:07:02.429 --> 00:07:08.049 existing payments here at the top And we have a record that we processed 00:07:08.049 --> 00:07:15.019 this full payment and you will also see how much of that entered prepayment has 00:07:15.019 --> 00:07:20.079 been used and is available to pay for session packs So let's select that 00:07:20.079 --> 00:07:27.100 and click save Here you will see that the total amount owing is zero and you will see 00:07:27.100 --> 00:07:31.140 the account balance If you want to have a closer look just click 00:07:31.140 --> 00:07:37.019 on this pencil icon to see all the details of this invoice You'll see this is 00:07:37.019 --> 00:07:41.119 the item that has been used the session pack and one 00:07:41.119 --> 00:07:51.399 session in this pack costs for example 200 and you used the available existing method and 200 have 00:07:51.399 --> 00:07:55.200 been allocated to this invoice And at the bottom here you 00:07:55.200 --> 00:08:00.720 will see the available account balance So because it was 1 200 that 00:08:00.720 --> 00:08:06.059 you collected before all the sessions now you have 1 000 available because 200 00:08:06.059 --> 00:08:13.079 has been used to pay for this invoice So that's it and now next time you book 00:08:13.079 --> 00:08:20.500 an appointment for this client let's go here book an appointment 00:08:20.500 --> 00:08:25.200 select our client click into select a service pack or product have a 00:08:25.200 --> 00:08:30.920 look at the top now because you started using this session pack for the client select it and save 00:08:32.900 --> 00:08:37.340 And now when you click into the payment method you will still see this 00:08:37.340 --> 00:08:43.460 existing payment available with how much is left available from the full amount 00:08:43.460 --> 00:08:51.020 Select it and save and you will keep using this available payment to pay in 00:08:51.020 --> 00:08:56.159 these installments that are equal to the service price for each 00:08:56.159 --> 00:09:00.099 appointment And keep going until the session pack is used and the available payment 00:09:00.099 --> 00:09:06.119 is used as well That's all for now I hope this has been useful I 00:09:06.119 --> 00:09:07.159 will see you another time