Taster Bookings

How do I book in a Consumer for a taster session?

When you have received a request to book a taster:

First, you need to book them into the Waiting List using Phone Booking

  • Go to the Waiting List

Waiting list #2

  • Click the Confirm (tick) icon to open the payment window.

Lessons Window

Here you select the taster Lesson/s in which the Consumer will take part:
    • Tick the individual Lesson/s that the Consumer will be attending
    NOTE: The Customer will only be charged for the Lessons ticked

    PLEASE NOTE: You can only book Consumers into these lessons as Pay in Advance, as Monthly Plans require a continuous space.

    • Tick the box at the bottom:
    • Press Continue

    The Cost Window

    Here you can apply discounts and venue member details
     Accept consumer onto class #2
     
    DISCOUNT
    If your taster lessons are free or discounted, select a "DIscount Type":
    • Percentage Discount
      • Set a Percentage and Franscape will work out the amount.​
    • Fixed Discount
      • Set the £ amount to be discounted.​
    ​The discounted amount will appear below and adjust the Total
     

    The Payment Window

    If you have discounted the booking by 100%, the payment window will just show that no payment is required.

    The Payment Window takes the sub-total from the Cost Window and compares it to the Customer's current Balance, giving the Amount Due.  You can now take or record payment.
     
    Accept consmer onto class #3
     
    NO PAYMENT REQUIRED
    If you are allowing the Customer to take a place in the class but pay at a later date, select No Payment Required, then Accept Consumer.  The sub-total will be added to the Customer's account as debt.
     
    CARD
    Selecting Card Will bring up the stored card for the Customer (if they have one stored). If they don't, select Add New Card.

    Add the required details and select Add Card
    NOTE: The post code must match the postcode that the card is registered to.​
     
    Add card
    Once you have added a card, select it and then click Accept Consumer.
     
    MANUAL PAYMENT
    Here you can add a payment record for other types of payment method - Cash, BACS or Cheque.​​
    Manual method
    • Select the Payment Method
    • The Amount Paid can be edited if it was a part-payment.
    • You can add Notes to the payment if required.
    ​When you've finished, click Accept Consumer.
    The Consumer is now fully booked into the Class and the Customer has been sent a Booking Confirmation Email

    PLEASE NOTE: It's important to inform the customer that if they want to book onto the remaining lessons within the class, they will need to contact you for rebooking.

     

    PLEASE NOTE: The customer on a taster/trial should not be moved to another class, instead they need to be booked onto another class.