Fixed and flexible passes: fixed classes, packs and fees

• FINANCE → Finance → Plans: plans and their class coverage (plan sheet).
• Create charge in the Finance header: One-time charge, Subscription, Product or Service.
• Student profile → Finance: their subscriptions and the classes they attend without a fee.

1. In Plans, create the plan with its price, for example “Tennis Tuesday and Thursday”.
2. Open it and link it to the class or the whole course (Link the whole course).
3. If the group meets on more days than the student pays for, limit coverage to specific days of that group.
4. Enrol the students in the class: each one gets a subscription to that plan.

In the plan coverage, choose a number of days a week of a group, for example “2 days a week of Morning adults”. The number must be lower than the days the class has: covering every day means covering the whole class.

When a plan prices a class, the plan decides which days it pays for.

1. In Finance, press Create charge.
2. Choose One-time charge and type an amount and description, for example “4-class pack”, or Service if it is in your catalogue.
3. You can apply a discount and decide whether to send the payment link or leave it pending.
4. The receipt appears in Invoicing and on the student profile.

In the app the family sees their active fees and every receipt, including packs and one-off classes, with description, amount and status.

• Tennis and padel: plans for 1, 2 or 3 days a week and class packs for irregular players.
• Swimming: plans per level with fixed days; short courses as a one-time charge or service.
• Golf: fixed group classes and private lesson packs as a one-time charge.

The agent answers who is subscribed to a plan (get_plan_subscribers) and which receipts are still unpaid (list_unpaid_invoices). A plan's coverage is set on its sheet.