Selling lesson packs

Why this exists

Tracking prepaid lessons in a spreadsheet makes it easy to lose count, and families are left unsure how many lessons they have left. For finance staff and admins, a pack is a block of credits for one student that each taught lesson spends. Families can ask for a pack or a refund from their portal, and you handle each request in one place.

A lesson pack is a block of credits for one student. Each lesson taught spends one credit.

Before you start

You need the billing.edit permission. Packs are under Finance > Lesson packs.

Sell a pack

1. Open Packages.
2. Under Sell a new pack, pick the family and the student (the student must be in that family).
3. Enter the number of credits and the price.
4. Leave the expiry date empty unless you have told the family otherwise. Credits are then refundable for as long as they are unused.
5. Save. The credits are active straight away.

To add credits to an existing pack, use Top up on it.

When a family asks for a pack

Parents can ask for credits from their portal. Requests land in Finance > Package requests, where you work each one through to approved (the pack is made) or declined. Approving needs billing.edit.

Refunds

Parents ask for a refund from their pack's page. Requests land in Finance > Refund requests. Use Refund package to refund unused credits, or decline with a reason.

Good to know

• When a student runs out of credits, they keep being taught, and each lesson is invoiced at the lesson price until another pack is bought.
• If a pack was sold with an expiry date, its unused credits stop counting after that date on your centre's calendar. Nothing is charged for it.
• Un-marking a lesson gives its credit back exactly once.
• A pack refund is sent to the payment provider first. If the provider refuses, nothing else changes.
• Staff pack sales are refused while your centre is holding family charging until a date.

Related

• Choosing how your centre charges families
• Family balances and the ledger