Administrators can now apply credits to player accounts for Programming Courses, Camps and Court Booking to be used at that organization for a future payment. These credits can be given in place of a refund or in case of issues like rain delays or cancelled courses. You can apply credits to multiple players or individual players. You can set an expiry date of when the credits should be used by.
Where can Credits be used in Serve Tennis?
Admins will be able to give credits to players from the participants tab for Single Sessions, Short Course, Recurring Sessions, Camps and Court Bookings at that Organization. A credit is only for the organization/serve tennis account that the credit was awarded. It can not be used across different Serve Tennis Organizations.
The hope is that credits will be available in Tournaments and Memberships in the near future.
Who can award the credits?
Super Administrator, Administrator or Discounts administrator with access to the Discounts module will be able to access a table that shows details of credits that have been created.
How much credit can you give?
It will auto populate the value, but you can change this value to whatever value you choose. It can not exceed the amount initially paid.
You can not credit a payment that was not paid online.
How to Apply Credits
- To apply the credits to accounts, go to the Programming Tab and select the Program in question. Then select the correct Session.
- If you are applying credits through the Court Booking Tab, you will follow the same steps as below.
- Select the player(s) that require a credit and select "Apply Credit":
- You can input a credit amount for Members and Non-Members, an Expiry Date and the reason for the credit. Finally, fill out the Email Subject and Message.
If it is for a recurring session, it will auto populate the value of a single session. You can edit the cost amount as you wish.
Expiry date- we would recommend you do this, so the credit is not indefinite, however, it is not mandatory. Once the expiry date passes, the credit value will no longer show.
- There are 6 options for the reason for the credit, these include:
- Covid-19
- Illness/Injury
- Insufficient numbers
- Weather, rain, snow, etc.
- Unforeseen circumstances
- Other
- There are 6 options for the reason for the credit, these include:
How to Keep Track of Credits
Once a credit has been applied to a player/member the Discounts and Credits will be available to view in the Discounts Tab in Serve Tennis- then click the Credits tab on the top right of the screen.
You can cancel credits at any time as well as download a table of all available credits.
- Here you can see:
- Available Credits
- Used Credits
- Cancelled Credits
- Expired Credits
Email examples: All emails are sent from: noreply@ustamail.com
1. Email to participant to tell them they have been given a credit note:
Note: Test Template will not show in email.
2. Credit Canceled Email- if the admin cancels this credit - the person who is assigned the credit will be informed.
Note: Green stage template will not show and where it says this This is message - this is where the custom message will appear.