Salon, Gym and Coaching › Help › Using it

Bookings, memberships and renewals

Book a client, sell a plan that expires, count its sessions and renew it on time.

Step by step

1. Your business once. Name, address, phone, GSTIN if registered, and the kind of business (it proposes a GST rate you can change).
2. Book. Open the desk, press Appointments then New appointment; pick the staff or trainer, time and minutes.
3. Sell a plan. Choose A membership or package, type the plan name, start date, months or days, and sessions if any; type the price in the line below.
4. Save and print. The end date is worked out. Save, then print or share the receipt.
5. Use sessions. Under Renewals due press Use a session each time the client comes.
6. Renew. Press Renew for a plan ending soon: a new bill opens starting the day after, with the same plan and price; WhatsApp writes the reminder.

Worked example

Gold gym membership, 3 months from 14 November: valid through 13 February. A ten facials package with 10 sessions: after the tenth session it shows Sessions used up and appears in Renewals due.

Rules and dates

Common mistakes and how to fix them

• Typing the price in the wrong place. The plan card holds only dates and sessions; the price is the line under Services and items.

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