Setting up Payments - Revision history

Admin at 12:54, 10 March 2025

2025-03-10T12:54:52Z

← Older revision		Revision as of 12:54, 10 March 2025
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	[[File:unlimited-website.png\|600px\|center]]		[[File:unlimited-website.png\|600px\|center]]

			==== Controlling the order of Packages in the Studio Website ====

			By default, punch card and subscriptions use the following order when displayed on the Buy tab.

			* Subscriptions first, then punch cards,
			* Within each group, display least cost first.

			This order can be overridden by using the Package Order field which allows you to set order as a number from 100 to 1. Any package with an Order set, will be displayed on top of the rest of the packages in descending order. Other packages that don't have an order set will be displayed afterwards using the same default order.

			[[File:package-type-order.png\|600px\|center]]

	==== Using direct links to Packages ====		==== Using direct links to Packages ====

Admin: /* What is a "default" drop in? */

2024-10-18T16:50:06Z

What is a "default" drop in?

← Older revision		Revision as of 16:50, 18 October 2024
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	==== What is a "default" drop in? ====		==== What is a "default" drop in? ====

	Taramala needs at least one drop defined as the default drop in that is used when a student registers for a class as a drop in. ~~Currently,~~ the drop in ~~with largest price~~ will ~~be used~~ as ~~the default~~ drop in. ~~The package~~ type ~~editor will show~~ you ~~which drop is default~~.		Taramala needs at least one drop in defined as the default drop in that is used when a student registers for a class as a drop in. This will effect the price of a drop in that a student will pay for when they register and pay for a class as a drop in. It will be used to set the payment type when you [[Class Signin \| manually sign in a student to a class]].

	[[File:default-dropin.png\|center\|500px]]		The package type editor will allow you to select one drop in as the default and show you which drop is default.

			[[File:default-dropin-2.png\|center\|500px]]

	Note that you can also use [[Custom_Pricing\|custom pricing]] to set up custom drop in prices specific to single events and classes.		Note that you can also use [[Custom_Pricing\|custom pricing]] to set up custom drop in prices specific to single events and classes.

Admin at 22:50, 1 July 2024

2024-07-01T22:50:14Z

← Older revision		Revision as of 22:50, 1 July 2024
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	[[File:unlimited-website.png\|600px\|center]]		[[File:unlimited-website.png\|600px\|center]]

			==== Using direct links to Packages ====

			You can copy a link that goes directly to a single punch card or subscription. These links can be used in different ways:
			* Create HTML buttons on the studio website that offer a single punch card or subscription for sale,
			* Create your own website page which organizes packages and descriptions in a simpler to understand order.

			[[File:packagetype-links.png\|center\|450px]]

	=== Setting up Dropins ===		=== Setting up Dropins ===

Admin: /* What is a "default" drop in? */

2024-06-20T13:04:59Z

What is a "default" drop in?

← Older revision		Revision as of 13:04, 20 June 2024
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	==== What is a "default" drop in? ====		==== What is a "default" drop in? ====

	Taramala needs at least one drop defined as the default drop in that is used when a student registers for a class as a drop in. Currently, the drop in with largest price will be used as the default drop in.		Taramala needs at least one drop defined as the default drop in that is used when a student registers for a class as a drop in. Currently, the drop in with largest price will be used as the default drop in. The package type editor will show you which drop is default.

	[[File:default-dropin.png\|center\|500px]]		[[File:default-dropin.png\|center\|500px]]

			Note that you can also use [[Custom_Pricing\|custom pricing]] to set up custom drop in prices specific to single events and classes.

	==== Why aren't drop ins available as an option to purchase like punch cards and subscriptions? ====		==== Why aren't drop ins available as an option to purchase like punch cards and subscriptions? ====

Admin at 13:02, 20 June 2024

2024-06-20T13:02:15Z

← Older revision		Revision as of 13:02, 20 June 2024
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	==== Why use Dropins? ====		==== Why use Dropins? ====

	Drop ins allow students to pay for a single class without need for a punch card. A good example of this is when a new student shows up for a class in-person at the studio. Rather than purchasing a punch card, she simply pays for this class. This is what a ~~dropin~~ package type is used for.		Drop ins allow students to pay for a single class without need for a punch card. A good example of this is when a new student shows up for a class in-person at the studio. Rather than purchasing a punch card, she simply pays for this class. This is what a drop in package type is used for.

	[[File:Register-drop-in.PNG\|center\|Purchase dropin\|600px]]		[[File:Register-drop-in.PNG\|center\|Purchase dropin\|600px]]

			==== What is a "default" drop in? ====

			Taramala needs at least one drop defined as the default drop in that is used when a student registers for a class as a drop in. Currently, the drop in with largest price will be used as the default drop in.

			[[File:default-dropin.png\|center\|500px]]

	==== Why aren't drop ins available as an option to purchase like punch cards and subscriptions? ====		==== Why aren't drop ins available as an option to purchase like punch cards and subscriptions? ====

	Without ~~dropin~~ support students need to first buy a punch card and then use it to register for a class. With drop ins, no punch card purchase is necessary. They just pay for the class.		Without drop in support students need to first buy a punch card and then use it to register for a class. With drop ins, no punch card purchase is necessary. They just pay for the class.

	Unlike punch cards, ~~dropins~~ are not closely tied to a single class. If you would like 'purchase drop in' as an option for purchase on the schedule widget, you can create a Punch card for just one class.		Unlike punch cards, drop ins are not closely tied to a single class. If you would like 'purchase drop in' as an option for purchase on the schedule widget, you can create a Punch card for just one class.

	==== Why can't I delete all drop ins? ====		==== Why can't I delete all drop ins? ====

	If you try to delete all ~~dropins~~, you get a "Problem deleting package type: Must have at least one ~~dropin~~ package type." error message. This is because, Taramala needs at least one drop defined as the default drop in that is used when a student registers for a class as a drop in.		If you try to delete all drop ins, you get a "Problem deleting package type: Must have at least one drop in package type." error message. This is because, Taramala needs at least one drop defined as the default drop in that is used when a student registers for a class as a drop in.

Admin at 12:50, 20 June 2024

2024-06-20T12:50:27Z

← Older revision		Revision as of 12:50, 20 June 2024
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	Unlike punch cards, dropins are not closely tied to a single class. If you would like 'purchase drop in' as an option for purchase on the schedule widget, you can create a Punch card for just one class.		Unlike punch cards, dropins are not closely tied to a single class. If you would like 'purchase drop in' as an option for purchase on the schedule widget, you can create a Punch card for just one class.

			==== Why can't I delete all drop ins? ====

			If you try to delete all dropins, you get a "Problem deleting package type: Must have at least one dropin package type." error message. This is because, Taramala needs at least one drop defined as the default drop in that is used when a student registers for a class as a drop in.

Admin: /* Setting up Punch card Expirations */

2024-06-02T13:36:01Z

Setting up Punch card Expirations

← Older revision		Revision as of 13:36, 2 June 2024
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	==== Setting up Punch card Expirations ====		==== Setting up Punch card Expirations ====
	You can edit the default punch card expiration in the package type editor shown above. Note that this expiration is just a default, the expiration date for a punch card can always be modified by editing the student's punch card directly.		You can edit the default punch card expiration in the package type editor shown above. Note that this expiration is just a default, the expiration date for a punch card can always be modified by editing the student's punch card directly.

			[[File:packagetype-expiration.png\|center\|500px]]

	When a punch card for a student expires, Taramala sends an email to the student letting them know. This email is sent roughly a month before it expires. These emails can be customized in the [[Email Notifications]] tab.		When a punch card for a student expires, Taramala sends an email to the student letting them know. This email is sent roughly a month before it expires. These emails can be customized in the [[Email Notifications]] tab.
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	* Edit the expiration date for that punch card.		* Edit the expiration date for that punch card.
	[[File:student-edit-punchcard.png\|400px\|center]]		[[File:student-edit-punchcard.png\|400px\|center]]


	==== Setting up Unlimited Punch Cards ====		==== Setting up Unlimited Punch Cards ====

Admin at 11:46, 18 October 2023

2023-10-18T11:46:50Z

← Older revision		Revision as of 11:46, 18 October 2023
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	==== Setting up Punch card Expirations ====		==== Setting up Punch card Expirations ====
			You can edit the default punch card expiration in the package type editor shown above. Note that this expiration is just a default, the expiration date for a punch card can always be modified by editing the student's punch card directly.

	~~Note that this expiration~~ is ~~just~~ a ~~default~~, the expiration date for a punch card ~~can always be modified by editing~~ the student's punch card ~~directly~~.		When a punch card for a student expires, Taramala sends an email to the student letting them know. This email is sent roughly a month before it expires. These emails can be customized in the [[Email Notifications]] tab.

			===== Editing Individual Punch Card Expirations =====
			When you set or change the card expiration in the package type editor, the change will only apply to new punch cards created going forward. It won't apply to existing punch cards. If you need to edit or remove the expiration date for an existing card, do the following.
			* Find the student (or one of the students) that own the card in the Students tab.
			* In the edit console for that student scroll down to view the punch cards that student has purchased and click to edit the punch card that you want to change the expiration date for.
			[[File:student-console-punchcards.png\|400px\|center]]

			* Edit the expiration date for that punch card.
			[[File:student-edit-punchcard.png\|400px\|center]]

	When a punch card for a student expires, Taramala sends an email to the student letting them know. This email is sent roughly a month before it expires. These emails can be customized in the [[Email Notifications]] tab.

	==== Setting up Unlimited Punch Cards ====		==== Setting up Unlimited Punch Cards ====

Admin at 13:53, 7 August 2023

2023-08-07T13:53:51Z

← Older revision		Revision as of 13:53, 7 August 2023
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			=== Overview of Package Types ===
			Package types are used to configure payments in Taramala. There are three types of package types.
			* Punch cards allow students to make an up front payment for classes generally at a reduced price.
			* Drop ins allow students to pay for a single class without need for a punch card.
			* Subscriptions allow students to pay monthly for unlimited classes.

	Prices for studio punch cards and drop ins can be set up in the 'Packages' section under the Setup tab.		Prices for studio punch cards and drop ins can be set up in the 'Packages' section under the Setup tab.

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	[[File:unlimited-website.png\|600px\|center]]		[[File:unlimited-website.png\|600px\|center]]

	=== Setting up ~~Drop ins~~ ===		=== Setting up Dropins ===
	~~Drop ins~~ allow a student to pay for a single class. Rather than being purchased separately like a punch card, they are provided as an option when a student registers for a class if the the student does not already have an active punch card or subscription.		Dropins allow a student to pay for a single class. Rather than being purchased separately like a punch card, they are provided as an option when a student registers for a class if the the student does not already have an active punch card or subscription.

			==== Why use Dropins? ====

			Drop ins allow students to pay for a single class without need for a punch card. A good example of this is when a new student shows up for a class in-person at the studio. Rather than purchasing a punch card, she simply pays for this class. This is what a dropin package type is used for.

	[[File:Register-drop-in.PNG\|center\|Purchase ~~drop in~~\|600px]]		[[File:Register-drop-in.PNG\|center\|Purchase dropin\|600px]]

	==== Why aren't drop ins available as an option to purchase like punch cards and subscriptions? ====		==== Why aren't drop ins available as an option to purchase like punch cards and subscriptions? ====

	Without ~~drop in~~ support students need to first buy a punch card and then use it to register for a class. With drop ins, no punch card purchase is necessary. They just pay for the class.		Without dropin support students need to first buy a punch card and then use it to register for a class. With drop ins, no punch card purchase is necessary. They just pay for the class.

	Unlike punch cards, ~~drop ins~~ are not closely tied to a single class. If you would like 'purchase drop in' as an option for purchase on the schedule widget, you can create a Punch card for just one class.		Unlike punch cards, dropins are not closely tied to a single class. If you would like 'purchase drop in' as an option for purchase on the schedule widget, you can create a Punch card for just one class.

Admin at 21:32, 20 November 2022

2022-11-20T21:32:52Z

← Older revision		Revision as of 21:32, 20 November 2022
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	==== Use of Payment Codes ====		==== Use of Payment Codes ====
	A payment code (CODE in the picture above) is used to distinguish the type of payment that is visible in an attendance list. For example, in the picture below a student has used a 10 class card, a 5 class card to pay for classes and also there was a free class. A '5' for the 5 class code was used to distinguish both punch card types.		A payment code (CODE in the picture above) is used to distinguish the type of payment that is visible in an attendance list. For example, in the picture below a student has used a 5a class card, a 10 class card to pay for classes and also there was a free class. A '5' for the 5 class code was used to distinguish both punch card types.

	[[File:payment-code.PNG\|400px\|Payment Codes\|center]]		[[File:payment-code.PNG\|400px\|Payment Codes\|center]]