Setting up lesson packages
What is a lesson package?
A lesson package is a bundle of lessons that a student buys from you in advance in one go and later uses one by one. You decide how many sessions it contains, at which price and for which lesson types. Each booking deducts one credit from the balance, regardless of the lesson price or a quiet hours discount.
For each package you choose a type. A simple package has one balance that applies to all linked lesson types together. A combined package bundles fixed numbers per lesson type as separate balances, for example 5 private lessons plus 3 range coaching sessions.
How do you create a package?
- Go to Admin → Packages. You land on the tab What you sell. Click New package.
- Under 1. Basics enter a Name (NL) and optionally a description. Golfly derives the Slug (the part of the web address) from the name. Once created, you cannot change it.
- Under 2. Content choose Simple or Combined for Package type. Enter the Price (€) (1 to 10,000 euros) and optionally the Validity (months) (1 to 36). If you leave the validity empty, the package never expires.
- Simple: enter the Number of sessions (1 to 100) and choose at least one lesson type under Valid for lesson types. The credits apply across all of those lesson types together.
- Combined: click Add line, choose the lesson type(s) under Valid for for each line and enter the Number of sessions for that line. Golfly adds up the lines to a Total of at most 100. A lesson type can appear in only one line.
- Under 3. Benefits add up to 8 short lines with Add benefit. They appear as a bullet list on the package card.
- Under 4. Presentation optionally enter a Badge (for example "Best value") and switch on Featured package to give the package extra emphasis. Only one can be featured. If one already is, Golfly asks whether you want to replace it.
- If you work bilingually, fill in the translation on the English tab or click Translate from NL. Without International Unlock you see an explanation there instead of fields.
- Click Add package. If the switch Active is on, the package appears straight away on the packages page of your site.
On the right you see a preview of the package card as clients see it, with an NL/EN button. If in a simple package you link lesson types of different duration or price, Golfly warns you: one credit covers every linked lesson, so a client can use a cheap credit for an expensive lesson. Factor that into your price.
Simple or combined?
With a combined package each line is a separate balance. Credits from one line can only be used for the lesson type(s) of that line; they are not interchangeable. In this way you sell, for example, a programme of 5 private lessons plus 3 range coaching sessions, without the range coaching credits accidentally being used up on private lessons. A lesson type may appear in only one line, so the balances stay neatly separate.
Managing your offer
On the tab What you sell each package is on its own row. The dot at the front is green when the package is active; click it to switch the package on or off. Via the menu (three dots) you can Edit, Duplicate, Deactivate or Delete a package. The arrows on the left set the order: the top package appears first on your site. Deactivating or deleting removes the package from your site, but purchases that clients have already made remain in place.
On your homepage, lessons and packages share one row. By default the packages come first, then the single lessons. If you want a trial lesson at the front, for example, put the cards in the order you want under Order on your homepage, on the right of this tab (below the list on your phone). That card appears once you have an active package and an active lesson type. The order there only applies to your homepage: your packages page follows your package list, the booking page the order under Lesson types.
At the top of the tab are four tiles: Active packages, Total sold, Active purchases and Credits in circulation. The last is the number of lessons that clients still have on balance with you. With View on website you open your own packages page.
Where clients buy a package
Your packages are on the Packages page of your site. Signed-in clients also find them in My Account under Packages. Payment is via iDEAL; a gift card can also cover the amount (in part). As soon as the payment has come in, the credits are on the client's account and you receive a notification. When booking, the client then chooses the credits tile. You can also sell a package yourself on invoice; see below.
Selling a package on invoice
Does a company or a parent pay for a player's lessons? Then you sell the package on invoice from the client card. That is only possible if you have switched on VAT invoices via Mollie under Admin → Integrations and the client has Invoice details (business).
- Open the client and click Package on invoice in the Packages block.
- Choose one of your active packages. You see the company details and the address to which the invoice goes.
- Click Send invoice.
Mollie creates the VAT invoice with a payment term of 14 days and emails it to the client's invoice email address, or to the client's own email address if that field is empty. The invoice states for whom the lessons are. The package is on the client straight away. If the client has an email address, they receive an email saying they can schedule lessons straight away; a client without a real address does not receive that email, but the sale still goes through. That email contains no amount. If Mollie shows no clear answer after sending, check your Mollie dashboard first before trying again, otherwise a second invoice may be created.
On the package card you see Invoice open, Overdue (after the due date) or Invoice paid, and with View invoice you open the PDF. Golfly marks the invoice as paid as soon as Mollie reports the payment, with a nightly check as a safety net. Golfly does not send reminders: collecting the money is up to you.
Chose the wrong package? As long as no lesson from it has been used or scheduled, Cancel invoice appears. Mollie then sends the recipient a credit note and the package disappears from the client. If a lesson has already been used, cancel the invoice in Mollie and adjust the credits via Adjust credits. If you cancel an invoice in Mollie yourself, the package remains and you see Invoice cancelled.
What is not possible: refunding a paid package invoice from Golfly, composing a custom package of your own, and an invoice to a private person without business details.
What clients have bought
On the tab What clients have bought you see every purchase with client, package, purchase date, expiry date and status. Filter with the tabs All, Active, Empty and Expired, or search by name or email. The status reads as "Active · 7/10": 7 of the 10 credits left. At the bottom Golfly counts how many packages are active and how many credits are open in total.
Click the slider icon behind a purchase for Adjust credits. You enter an adjustment (positive to add, negative to remove) and a required reason for your records. Golfly shows the result before you click Apply. If a package reaches zero credits, it goes to Empty; if you add credits to an empty package, it becomes Active again.
Frequently asked questions
What is the difference between a lesson package and a gift card?
A lesson package is a fixed number of lessons for lesson types chosen in advance (for example 10 single lessons for €500), or a combination of lesson types in fixed numbers. A gift card is a freely spendable credit in euros. Packages suit regular clients, gift cards suit someone who wants to surprise.
Does a more expensive lesson use more credits?
No. One booking is always one credit, regardless of the lesson price or a quiet hours discount. So choose a package price that is reasonable for the mix of lessons that students typically book from it.
What happens when a package expires with credits left?
Every night Golfly checks all packages. If the validity has passed, the package goes to Expired and the remaining credits can no longer be used. You find expired packages under the tab What clients have bought at Expired. Golfly does not currently send a reminder in advance; if you want to warn a client, do so yourself.
Can I add or remove credits on a package by hand?
Yes, via Adjust credits on the tab What clients have bought. Enter an adjustment and a reason. Useful for goodwill or corrections.
Which credit is used first?
If a student has several packages whose credits fit the same lesson, Golfly first uses the package that is the most narrowly targeted. For a combined package that is the line that belongs exactly to the lesson type booked; a package that applies to everything comes last. If two packages are equally broad, the one that expires first goes first. In this way a broadly usable balance is kept the longest.
Can I refund a package?
Yes, via Admin → Payments. Golfly limits the amount to the part that belongs to the credits not yet used. If the student has already used 3 of 10 lessons, 70% of the purchase amount is refunded. The package is then closed. See Processing refunds.
A package that you sold on invoice does not appear under Payments. You refund a paid invoice in Mollie.
Do I see the blocks of a recurring lesson here too?
A block of a recurring lesson is technically also a package and can appear among these purchases. If you try to adjust its credits, Golfly refuses with the message that the package belongs to a recurring lesson. You pause, extend and stop it from Admin → Recurring lessons. See Recurring lessons.
Related
Managing your clients: list, client card, adding and deleting
How to search, filter and export the client list, what is on the client card, how to add a client by hand, adjust credits and what deleting does.
Lesson updates: how to stay in touch with your client
Speak your notes after the lesson and Golfly turns them into focus points and drills. Your client ticks them off, and you see the progress before the next lesson.