How to Book a Customer into a Class on a Block Payment in a Continuous Course

Problem

You need to book a member into a class on a continuous course in GoLearn using a block payment plan, and record the payment at the point of booking.

Open the booking screen
- Click Book in the left-hand menu.
Select the course and level
- Select the continuous course you are booking the member into from the course dropdown.
- Select the Level they are booking into from the level dropdown. All relevant classes for that course and level appear.
Select the class
- Click Book next to the class they are going into.
Select the member
- Search for the member by their name or card number/ID number and click Search.
- Click Continue next to the member's name.
Select the block payment plan
- The available payment options appear. Select the Block payment plan (for example a set number of weeks) so that it turns green.
- The price the customer must pay to secure their booking appears at the bottom.
- Click Continue.
Record the payment
- The payment screen opens. This page registers how the customer will pay: cash, card, cheque or other.
- Click the Exact button to enter the exact amount due.
- Click the means of payment (for example Cash, Cheque, Credit, Card or External). The payment type you select is what you will see in your reports.
- Click Continue.
Confirm the booking
- A Booking Confirmation message appears confirming the booking was successfully made. The customer is now set up and booked into their class.
- Click Make another booking if you need to book another member.