Credit Categories help manage and report on credit packages, specifically across multiple locations. Credit Package Categories are useful for:
Making quicker edits
Streamline setup for new studio locations
View performances across all locations
Create a Credit Category
Go to Products > Credits > Packages > Manage Categories.
Select Create Category > insert name > Save.
Under Manage Categories, you can edit the name and delete any existing Categories.
If you edit the Category name, it will replace the previous name in all reporting.
Assigning a Contract to a Category
There are two ways to assign a Credit Package to a Category.
From the Contract tab
Place a check next to the contract > Move > select the category.
From the Package Settings
When editing or creating a new Package, use the Credit Category field.
If there are no categories, all contracts will be grouped under Uncategorized Credits.
Table Data
The Credit Categories will display the following data for each Package. Click in the field to make immediate updates.
Name: Credit Package name
For reporting purposes, only edit for typos.
Status Toggle: Active/Inactive
Location (Non-Editable): The location(s) that the credit package is assigned to
Price: Price of the Credit Package
If there are multiple currencies, hover on the price to reveal all prices and modify the specific currency.
Credit Quantity
Expiration: The length of time credits can be used after the initial purchase
Purchase Agreement: Purchase agreement(s) assigned to the credit package
Credit Type
Updating the Type will update the location and purchase agreement.
Edit Description (Pencil Icon): The credit package's default description is visible to customers on the Buy Page
Open Contract
To open the Credit Package settings, hover over the contract > click the expand icon.
Bulk Edits
The following actions can be done for multiple packages. Place a check mark by each Package or Credit Category, then select the action.
Move: Change the Credit Category.
Duplicate: Make copies of the credit package
Delete
To keep things running smoothly, you can only duplicate up to 15 credit packages at once. Stay on the page to ensure successful duplication.
Filters and Column Visibility
Filters
You can view contracts in select location(s) by clicking on Filters.
You can filter for a specific contract(s) by typing in the search bar. All credit categories that do not contain a contract with the search term are pushed to the bottom.
Column Visibility
Use Column Visibility to change what can be viewed and edited on the table.
Reporting
Credit Categories will be listed in the following reports, along with a filter.