How to Book a Member Using Remaining Credits in GoLearn
Problem
Reception staff need to book a member onto a class using any remaining credits on the member’s account. This process is necessary when the member has unused credits from a previous booking, and the system should automatically apply those credits toward the new booking.
Resolution
Check remaining credits
- From the Members section, open the member record.
- Confirm the number of remaining credits available on their account.
Start a booking
- Select the Book section.
- Enter the relevant Level and select the class or block of sessions.
Add the member
- Search for and select the member you wish to book.
Continue with booking
- Select Continue.
- If selling in blocks (for example, 10 sessions at a time), proceed as normal.
Apply remaining credits
- The system will display available credits and calculate the remaining balance.
- Select Confirm to apply the credits.
Review payment
- Go to G360 > Check-In.
- Find the member and open their Sales tab.
- Check that the system shows any outstanding balance after credits are applied.
Complete payment
- Select Options, then Add to Basket.
- Take payment for the remaining sessions as required.
Notes
- Troubleshooting:
If remaining credits do not appear, check the member's record to confirm credits are still available and have not already been used. - A video version is available: How to Book a Member Using Remaining Credits in GoLearn.
- Related: How to Remove a Participant from a Class and Process Refunds in GoLearn; Topping Up GoLearn Classes at Reception; How to Move Participants Between Classes in GoLearn.