There are various options for lessons and training where, when purchasing a product, a customer is immediately added to an entire series / lesson period / course.
To set this up (automatically adding a participant to a session series when purchasing a product), it is important to decide whether a customer can enroll:
- Only at the beginning of the series
- At any time
In this article we consider the possibility that a customer can join at any time.
1. Create product (subscription)
If there is a lesson period/block where customers can enroll during this period, it is useful to create a subscription as a product.
In addition, it is important that:
- The product contains as many credits as the teaching period (e.g. 1 credit per week)
- With a set end date (via More options below product data)
- The product can only be sold via the booking module (at field "Visibility").
- Payment is recurring (e.g. per 4 weeks or per month)
By following the above, a customer pays in proportion to the length of the period that someone follows (e.g. if you start January 12, you pay from January 12 to May 31; if you start January 26, you pay from January 26 to until May 31).
2. Create activity
Then create a group activity.
1. Activate below Booking settings the option for a Customer to be automatically added to a series and then the option for this to be possible at any time:
2. You can then link the right product to this activity:
3. Set up schedule activity
After the activity has been created,it is important to set the planning correctly in the Calendar. This way you can easily create a series by scheduling a session and repeating it. The customer is automatically added to the series after purchasing the product.
If there is a lesson period, it is important to specify an end date when creating the series (and to set the end based on end date - which corresponds to the end date of the subscription/product):
4. Have customers book activity
- Via your own app: you can book the activity (lesson/training) via Planning in the app
- Via your website: one possibility is that the activity becomes integrated on your website
- Via promo page: via Activities > options button at the Activity > Promo page you can copy the link and share it with customers so that customers can sign up for the lesson/training.
After purchasing the product, the customer is automatically added to the series.
Nice to know
- If there is a deviating session during the course, a session linked to the session series (course) will have to be individually changed to the correct day/time.
- If a customer already has a product and wants to register for a session of the activity, the customer will not be added automatically. It only applies when purchasing a product. In this case, you can add the customer to the series as an employee.
- Unsubscribe: The customers can unsubscribe from a single session, but not from the entire course. This can only be done through an employee, just like the possible refund of the course fee.