By default, customers are allowed to book lessons and classes regardless of their account billing status.

Customers can be required to pay upfront before scheduling lessons and classes. This means they must have open package or individual credits in order to schedule. If they do not have any openings, then they will be blocked when attempting to schedule.

This option can be used in conjunction with the store to allow the booking process to be completely self-contained. Customers can buy packages from the store, and then schedule lessons and classes, all without any staff intervention.

Pay upfront, if enabled, only affects customers. Staff can always book lessons and classes on behalf of a customer.

Enabling pay upfront

The pay upfront option is individual for each customer, and can be enabled for some and left off for others.

To change a customer’s pay upfront requirement:

  1. In the Users menu, click Customers.
  2. Click Details next to the customer.
  3. Next to Billing, click Edit.
  4. Enable the Pay Upfront Required option.
  5. Click Save Changes.

Default settings

The default pay upfront setting may be specified. This setting is used only for new customer registrations. Existing customer accounts are not affected by this option.

To enable pay upfront for all new customer accounts:

  1. Go to Site Settings.
  2. Under Billing, select Settings.
  3. Enable the New Accounts Require Upfront Payment option.
  4. Click Save Changes.