Credits System

Learn how CoachIQ’s credit system works, including how athletes use credits to book sessions, how to set up memberships with credits, and how to manage credit balances.

Overview of Credits in CoachIQ

Introduction

CoachIQ’s credit system allows athletes to book training sessions based on their membership plan. This guide explains how credits function, how they are assigned to memberships, and how coaches can manage them efficiently.

How Credits Work for Athletes

When an athlete purchases a membership, they receive a designated number of credits to use for booking training sessions.

For example:

  • If an athlete buys the Baby Buckets membership, they receive four credits.

  • These credits are stored in their profile and can be redeemed via the Sessions tab in their member profile.

Benefits of the Credit System

  • Tracks athlete session usage: Ensures members don’t overuse their memberships.

  • Manages business operations efficiently: Provides an organized system for tracking sessions.

  • Prevents misuse: Ensures fair usage based on membership limits.

Setting Up Credits in CoachIQ

Payment Tab

Coaches configure credits in the Payment tab by creating memberships or one-off sessions. This section allows you to define the number of credits assigned to each membership package.

Membership Settings

To set up credits for a membership:

  1. Navigate to the Membership Settings

  2. Select the membership product (e.g., Baby Buckets)

  3. Scroll down to Add credits once purchased

  4. Enter the number of credits allotted for this membership

Credit Restrictions and Settings

CoachIQ offers flexible settings for credit management, including:

  • Expiration Policies: Set unused credits to expire based on the subscription cycle.

  • Unlimited Credits: Enable unlimited usage for premium memberships.

  • Usage Limits: Restrict credits to specific session types.

  • Custom Credit Allocation: Assign different credit amounts to various session types within a package.

Managing Credits

Session Cost

Each session has a defined credit cost. For example, a training session may require one credit for booking.

People Tab

In the People tab, coaches can:

  • Monitor athlete balances: View how many credits each athlete has.

  • Track credit usage: See where credits have been spent.

  • Manually adjust balances: Add or remove credits for edge cases, such as cash payments or special adjustments.

Conclusion

CoachIQ’s credit system provides a streamlined way to manage athlete bookings and memberships. By setting up and tracking credits effectively, coaches can optimize session availability while ensuring fair usage. For further customization, explore additional settings in your CoachIQ dashboard.

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