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Sell a package and track credits

41 sec, filmed in the app on our demo driving school

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Sell a lesson package to a student from their own page, and keep track of the lessons they have left.

Open the student, and under Prepaid packages press Sell package. Choose the package; the amount fills in from its price and you can change it to give a discount, choose an instructor, raise a GST invoice for the sale, or mark that someone else is paying. Press Confirm sale, and the lessons become credits with the date they expire. Adjust credits lets you correct the balance or add lessons to a pack they have topped up.

Student Credits lists every student and how many credits they have left. And with Cancelled lessons that were paid for switched on, a paid lesson that is cancelled in time becomes a credit for the student's next booking of the same kind.

In this video

  1. 0:04

    Sell package

    Open the student's page. Under Prepaid packages, press Sell package.

  2. 0:09

    Choose and confirm

    Choose the package. The amount fills in from its price, and you can tick to raise a GST invoice too. Press Confirm sale.

  3. 0:18

    Their credits

    Their ten lessons are now credits, with the date they expire. Adjust them here if a lesson was taken some other way.

  4. 0:26

    Student Credits

    Student Credits lists every student and how many credits they have left.

  5. 0:31

    Cancelled lessons that were paid for

    And with this switch on, a paid lesson that's cancelled in time becomes a credit for their next booking.

Common questions

What happens to a paid lesson that is cancelled?

With Cancelled lessons that were paid for switched on, a paid lesson cancelled in time becomes a credit for the student's next booking of the same kind.

Can I give a discount when selling a package?

Yes. The amount fills in from the package price and you can change it before you confirm the sale.

Where do I see every student's credits?

Student Credits under Driving School lists every student and how many credits they have left.

Read more

Read the transcript

Let's sell a lesson package to a student, and see their credits.

Open the student's page. Under Prepaid packages, press Sell package.

Choose the package. The amount fills in from its price, and you can tick to raise a GST invoice too. Press Confirm sale.

Their ten lessons are now credits, with the date they expire. Adjust them here if a lesson was taken some other way.

Student Credits lists every student and how many credits they have left.

And with this switch on, a paid lesson that's cancelled in time becomes a credit for their next booking.

Start free today at onebookplus.com.au.