Group Class Payments

Balance/Strength Classes

How to take Payment & Process payment for group class - Watch Video HERE

Active Bodies

Practitioner task:
Attendance Procedure -
Once you arrive at the Bowling club, set out content of Blue Folder on a table:

Admin task:
Active bodies payments are currently $50 for a 4 pack (July 2024).
Each week the practitioner will mark off who has attended the class and who has paid. Once you have the attendance sheet, please mark Active Bodies Participants as if you were marking off a standard group class

Payment Process for Group Class

1. Click on Group Class

2. Click on clients name 

3. Add a payment 

Check they have a credit balance (if not refer to How to take payment)

4. Check the Item in Invoice Items section matched the information in Extra client info. e.g. If there is "4 Pack" in Extra client info, this will need to be changed in the Invoice Items section to (502) Small Group Exercise Class (4pk)

5. Create invoice 

6. No action required for this page as Cliniko will pre allocate the credit on the clients file - Scroll down and click Save payment

7. Send invoice/receipt to client

How to Take and Upload Payment to Clients File

8. Take payment for class (4 Pack, 12 Pack or Active Bodies)

9. Open Client profile 

10. Payments

11. + Add payment

12. Enter amount paid into EFTPOS or Cash

13. Scroll down to "Notes": Type in which Pack they paid for e.g. "12 pack - Group Class" or " 4 Pack - Active Bodies"

If there is an open (unpaid) invoice from a previous class, ensure the payment you just took is NOT applied to a past invoice as this will make trouble shooting payments difficult in future. See examples below for what this will look like **

14. Save payment

15. Do not Email Client 

16. Go back to Client profile

17. Edit

18. Scroll down to "Invoice extra information": Type in the Pack they paid for. e.g. They paid $240, write "12 Pack" (This will allow you to know what to mark off on the invoice)

19. Scroll down and Save