Topping Up GoLearn Classes at Reception

Problem

Reception staff need to top up a member’s class sessions using GoLearn and complete the payment in Plus2 or G360 when the member has low or no remaining sessions.

Resolution

  1. Find the member in GoLearn

    • Search for the member in the Members section, or go to the relevant class in the Overview and select the member from the participant list.
  2. Review remaining sessions

    • Highlight the participant to view their details and check how many sessions they have left.
    • Members needing immediate top-up will be highlighted in red.
  3. Select Top Up

    • Click Top up to view available top-up options for the member.
  4. Choose a top-up option

    • Select the preferred session package from the options shown and click Continue to add the charge to the basket.
  5. Open the Sales tab in Gladstone360

    • In G360, go to Check-in and select the Sales tab to find the unpaid transaction.
  6. Add the sale to the basket

    • Select Options and choose Add to Basket to prepare the transaction for payment.
  7. Take payment

    • Complete the payment using the customer’s preferred payment method.

Notes

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