How to Add a Course in GoLearn Using a Cash Block
Problem
When a member does not have a subscription but needs to be booked onto a course in GoLearn, you need to use a cash block to process a one-off payment and complete the booking.
Resolution
Confirm the member record exists
- Ensure the child has a member record in Plus2 or Gladstone360 with all required details completed.
Open GoLearn booking
- In GoLearn, go to Book and select the Level for the class.
Search for the member
- Search for the member using their name or member ID from Gladstone360, then select Continue.
Select the cash block option
- Only cash block options will display (as the member does not have a subscription).
- Choose the first session class start date.
- Select the appropriate cash block amount and select Continue.
Process the payment in Gladstone360
- Return to Gladstone360 and go to Check-In > Unpaid Sales tab.
- Find the booking just completed in GoLearn.
- Add it to the basket and complete the payment.
Add member information
- Select the child's name or access via the Members option on the left-hand menu in GoLearn.
- Review the details pulled from Gladstone360.
- Use 'Search for a condition' to add any medical conditions.
- Add any relevant details in 'Extra notes'.
- These details will be visible to the teacher on their device.
Check payment status
- View outstanding balances in the Finance section of the customer record.
- Note: It may take up to 20 minutes for the system sync to update payment status between GoLearn and Gladstone360 or Plus2.
Notes
- Payment not showing in GoLearn: Wait up to 20 minutes for the system sync to complete between GoLearn and Gladstone360.
- Member not found in search: Ensure the member exists in Gladstone360 and that the correct name or ID is used.
- A video version is available: How to Add a Course in GoLearn.
- Related: How to Add a Course in GoLearn Using a Subscription; How to Add a New Class in GoLearn; How to Cancel a Class in GoLearn.