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Where to find this: Payments → Products → [Select Product] → Credit Limits section

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What you’ll accomplish

Learn how to implement strategic credit usage controls—restrict credits to specific schedulers, set daily and weekly booking limits, configure multi-credit sessions, prevent credit abuse, and understand how different limit types interact. Essential for protecting your business model while maintaining athlete satisfaction.
Prerequisites:

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Understanding credit usage limits

Credit usage limits give you control over how and where athletes can redeem their credits. Without limits, athletes could potentially abuse unlimited subscriptions or use credits in ways that harm your business model.

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Why limits matter

Scenarios limits prevent:❌ Athlete with unlimited monthly credits books 30 sessions in one day
❌ Athlete shares unlimited subscription with friends who book under their account
❌ Athlete uses premium package credits for basic sessions (margin erosion)
❌ Athlete books all high-demand time slots, blocking other paying athletes
❌ Family shares one subscription across multiple peopleResult without limits: Revenue loss, capacity problems, unfair access distributionResult with limits: Predictable usage, fair access, protected margins

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Types of credit restrictions

CoachIQ offers multiple restriction mechanisms. Understanding each type helps you build the right control structure.

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Scheduler-specific restrictions

What it does: Limits which schedulers accept credits from a specific product/subscription How it works: When creating a product, you select which schedulers can redeem these credits. Athletes can ONLY use these credits for designated schedulers. Example configuration:
Athlete experience: When booking “Elite Training,” these credits won’t show as payment option. They’ll need Master Credits or direct payment.
Best practice: Scheduler-specific restrictions are your FIRST line of defense. Always configure these when creating products.

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Multi-credit sessions

What it does: Makes certain schedulers cost MORE than 1 credit per booking How it works: Configure scheduler to require 2, 3, or more credits per booking Use cases:
Configuration: Private training costs 2 credits, group class costs 1 creditBusiness logic:
  • Reflects higher value/cost of private sessions
  • Athlete with 10-credit package gets:
    • 10 group sessions OR
    • 5 private sessions OR
    • Mix (e.g., 6 group + 2 private = 10 credits)
Benefit: Single package serves multiple session types with appropriate pricingExample:
Keep it simple: Most coaches should stick to 1-2 credit variations max. Complex multi-credit systems confuse athletes and complicate booking.

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Configuring scheduler-specific restrictions within Product

Step-by-step: Limiting credits to specific schedulers.
1

Navigate to product builder

Dashboard → Payments → Products → Select product → EditOr: Create new product and continue to credit configuration section
2

Scroll to Credit Limits section

You’ll see several configuration options:
  • Add credits once purchased: Number of credits issued (or ∞ for unlimited)
  • Credit expiration options: Carry over vs expire
  • Redeemable Schedulers: 🎯 THIS IS WHERE YOU SET RESTRICTIONS
Credit Limits configuration in product builder
3

Select Redeemable Schedulers

Click Select Schedulers or similar buttonYou’ll see:
  • List of all your active schedulers
  • Checkboxes next to each scheduler
  • Search/filter options (if many schedulers)
Action: Check ONLY the schedulers where these credits should work
Strategic thinking: Leave unchecked = credits won’t work there (athlete will need Master Credits or direct payment)
4

Configure scheduler-level details (if available)

Some products allow per-scheduler limits:Example:
Configuration: Click scheduler to expand advanced settingsSet: Daily, weekly, or monthly limits per scheduler
5

Save and verify

Click Save or Update ProductVerification checklist:
  1. Product shows selected schedulers in “Redeemable Schedulers” section
  2. Athlete profile shows these schedulers under product’s credit tab
  3. Test booking: Athlete can book selected schedulers, blocked from others
Success! Credits are now restricted to designated schedulers only.

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Configuring multi-credit sessions

Making certain schedulers cost multiple credits per booking.
1

Navigate to scheduler settings

Dashboard → Schedule → Schedulers → Select scheduler → Settings
2

Find payment/pricing section

Scroll to “Payment Options” or “Pricing” sectionYou’ll see options for:
  • Free
  • Direct Payment ($ amount)
  • Credit Charge ← THIS IS WHERE YOU CONFIGURE
Scheduler payment configuration
3

Set credit cost

Look for: “Credits Price” fieldConfiguration options:
  • 1 credit (default/standard)
  • 2 credits (common for premium)
  • 3+ credits (specialty/extended sessions)
Select: Number of credits this scheduler requires per booking
Recommendation: Stick to whole numbers (1, 2, 3) for simplicity. Fractional credits (0.5, 1.5) work but confuse some athletes.
4

Configure hybrid payment (optional)

If you want to offer BOTH credit AND direct payment options:Example: “2 Credits OR $90”Configuration:
  • Credits required: 2
  • Direct payment amount: $90
  • Enable both options
Athlete choice: At booking, athlete chooses payment method (use 2 credits OR pay $90)
Strategic pricing: Price direct payment higher than credit-equivalent to incentivize package purchases.
5

Save and verify

Save scheduler settingsTest:
  1. Athlete with credits attempts to book
  2. System should deduct 2 credits (or configured amount)
  3. Credit logs should show: “-2 Credits | Redeemed for [Scheduler Name]”
  4. Athlete’s balance decreases by 2
Success! Scheduler now costs multiple credits per booking.

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Understanding limit interactions

How different limits work together (and sometimes conflict).

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Limit priority hierarchy

When multiple limits exist, this is the order CoachIQ enforces:
1

1. Scheduler-specific restrictions (highest priority)

Question: Can this product’s credits even be used for this scheduler?Check: Is scheduler in product’s “Redeemable Schedulers” list?If NO: Booking blocked entirely (other limits don’t matter)If YES: Continue to next check
2

2. Credit balance check

Question: Does athlete have enough credits?Check: Athlete’s credit balance ≥ scheduler’s credit cost?If NO: Booking blocked (athlete needs more credits)If YES: Continue to next check
3

3. Usage frequency limits

Question: Has athlete hit daily/weekly/monthly booking limit?Check: Current bookings vs limit for this productIf limit reached: Booking blocked (athlete must wait for reset)If under limit: Continue to next check
4

4. Scheduler capacity

Question: Is there room in the session?Check: Current bookings vs max capacityIf full: Booking blocked (session full)If space available: ✅ Booking allowed

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Example limit interaction scenarios

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Viewing athlete usage limits

Where coaches see limit consumption.
1

Navigate to athlete profile

Dashboard → People → Clients → [Athlete Name]
2

Open Credits section

Click Credits tab or section in athlete profile
3

Select product-specific tab

Click the tab for the subscription/product with usage limits configuredExample: “Month to Month Rising Stars Membership”
4

Find Redeemable Schedulers Log

Look for “Redeemable Schedulers” section
Usage limits tracking in athlete profile
5

Review usage data

What you’ll see:
  • Redeemable Schedulers: List of schedulers credits can be redeemed for
  • **Limits for each Scheduler: **Number sessions redeemed over the limit that can be redeemed for the billing cycle.
Use this to:
  • Verify athlete is under/at limits
  • Troubleshoot “can’t book” complaints
  • Monitor if limits are too restrictive or too loose
Weekly monitoring: Review top users weekly. If many athletes consistently hit limits, consider adjusting (limits may be too restrictive). If no one hits limits, they may be too generous.

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Troubleshooting limit issues

When limits aren’t working as expected.

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Issue: Athlete reports they can’t book but haven’t hit limit

Diagnostic steps:
1

Verify limit status

Athlete Profile → Credits → [Product Tab] → Redeemable Schedulers LogCheck:
  • Corresponding scheduler is listed
  • Per-scheduler bookings: X of Y used
If no issues found: Continue troubleshooting
2

Check scheduler restrictions

Verify: Is the scheduler athlete is trying to book in product’s “Redeemable Schedulers” list?How to check:
  1. Payments → Products → [Product] → Redeemable Schedulers section
  2. Look for scheduler name
  3. If NOT listed → That’s the problem (scheduler restriction blocking)
Solution: Either add scheduler to redeemable list OR athlete needs different credit type
3

Verify credit balance

Check: Does athlete have enough credits for this scheduler’s cost?Example issue:
  • Scheduler requires 2 credits
  • Athlete has 1 credit remaining
  • System blocks booking (insufficient credits)
Solution: Athlete needs to purchase more credits or use Master Credits
4

Check subscription status on Stripe

If subscription credits:Verify: Payments → Subscriptions → Is subscription “Active” on Stripe?If inactive: Credits become unusable even if balance existsSolution: Athlete must resolve payment issue to reactivate subscription
5

Test booking yourself

As coach:
  1. Navigate to Calendar
  2. Manually book athlete into session
  3. If booking succeeds: Issue is app/athlete-side
  4. If booking fails: You’ll see the actual error message
Common discoveries:
  • Session is full (capacity issue, not limit issue)
  • Athlete has conflicting booking
  • Time slot outside scheduling window

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Best practices for setting limits

Strategic guidance for different scenarios.

Start Conservative

Principle: Easier to loosen limits than tighten themApproach:
  • Launch new unlimited product with 3/week limit
  • Monitor usage for 60 days
  • If 20% hit limits, consider increasing to 4/week
  • If 40% hit limits, limits may be too tight
Why: Increasing limits feels like a gift to athletes. Decreasing limits feels like taking away value (negative sentiment).

Align Limits with Marketing

Principle: What you advertise should match what limits allowExamples:
  • ✅ “3x/Week Training” + 3 bookings/week limit
  • ✅ “Unlimited Classes (up to 4/week)” + 4 bookings/week limit
  • ❌ “Unlimited Training” + 3 bookings/week limit (misleading)
Why: Truth in advertising prevents athlete frustration and legal issues

Use Limits for Product Differentiation

Principle: Limits define product tiersExample structure:
  • Basic: 2 bookings/week, $200/month
  • Standard: 3 bookings/week, $300/month
  • Premium: 5 bookings/week, $450/month
Why: Clear value progression encourages upgrades

Monitor and Iterate

Principle: Limits aren’t set-it-and-forget-itQuarterly review:
  • What % of athletes hit each limit type?
  • Are hit rates increasing or decreasing over time?
  • What’s average usage vs limit?
  • Any athlete complaints or confusion?
Adjust: Based on data, not individual complaints

Communicate Limits Clearly

Principle: No surprisesWhere to communicate:
  • Product name: “3x/Week Membership”
  • Product description: “Train up to 3 times per week”
  • Checkout page: “Includes 3 sessions per week”
  • Confirmation email: “You can book 3 sessions per week”
  • In-app display: “2/3 weekly bookings used”
Why: Informed athletes are satisfied athletes

Balance Business + Athlete Needs

Principle: Limits should protect business WITHOUT frustrating athletesSweet spot:
  • 80% of athletes never hit limits (limits are fair)
  • 15% occasionally hit limits (acceptable constraint)
  • 5% frequently hit limits (should upgrade to higher tier)
If different: Adjust limits or pricing

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Common questions

Short answer: No (typically)How product limits work: Limits are set at product level, apply to ALL athletes who have that productWorkaround options:
  1. Create custom products for VIP athletes
    • Example: “VIP 5x/Week Membership” for athlete who needs more
    • Manually assign at custom price
  2. Use Master Credits for exceptions
    • Athlete hits weekly limit on subscription
    • Grant Master Credits to supplement
  3. Hybrid product strategy
    • Base subscription with limits
    • Sell additional credit packs for overflow
Platform limitation: Individual-athlete limit overrides are rare. Design products to fit 80% of use cases, handle exceptions manually.
Effect: Changes apply immediately to all athletes with that productExample scenario:
  • Product currently has 3 bookings/week limit
  • You change to 4 bookings/week
  • All athletes immediately can book 4/week going forward
Athlete notification: System does NOT auto-notify athletes of limit changesYour action required:
  1. Email all athletes on product about change
  2. Update product description on website
  3. Post announcement in-app (if available)
Retroactive: Changing limits does NOT affect past usage (can’t “give back” usage from previous weeks)
Yes: Athletes can view their usage in Athlete PortalLocation: Athlete Portal → Settings → BillingWhat they see:
  • Credit balance
  • Redeemable Sessions list
  • Usage: “2 of 3 weekly bookings used”
  • Reset date: “Resets Monday, Oct 7”
Benefit: Self-service transparency reduces “Why can’t I book?” questions
Guide athletes: During onboarding, show them where to check usage. “You can always see your weekly bookings used in Settings → Billing”
No: Master Credits typically have NO usage limits (unless you manually configure)Why: Master Credits are designed as flexible override mechanismUse case:
  • Athlete hits weekly limit on subscription
  • You grant Master Credits as bonus/compensation
  • Athlete can use Master Credits even though subscription limit hit
Configuration option: Some platforms allow setting limits on Master Credits, but this is rare and not recommended (defeats purpose of Master Credits)
Generally no: Finite packages are self-limiting (10 credits = maximum 10 sessions)Exception scenarios where limits make sense:
  1. Program integrity
    • 8-week program with 16 credits
    • Weekly limit: 2 bookings (enforces 2x/week structure)
    • Without limit: Athlete might book 8 sessions Week 1 (defeats program design)
  2. Capacity protection
    • Small group training with limited spots
    • Daily limit: 1 booking (prevents single athlete from booking multiple spots same day)
  3. Expiration alignment
    • 10-credit package expires in 5 weeks
    • Weekly limit: 2 bookings (paces usage to avoid last-minute rush)
Default recommendation: No limits on standard finite packages (credit count is sufficient control)

Products Overview

Where credit packages are created

Creating Schedulers

Set up bookable sessions

Automations

Automate credit grants and limits

Manual Booking

Book athletes with credit balance
You now know how to: Configure scheduler-specific restrictions, set daily/weekly/monthly usage limits, implement multi-credit sessions, prevent credit abuse, understand limit interactions, troubleshoot limit issues, and strategically design products with appropriate controls.
Need help designing your limit strategy? Our support team can review your business model and recommend optimal limit configurations. Contact Support