In Pike13, each time a client attends a service, its counted as a visit. Plans and passes pay for visits of Class and Appointment services. You can assign your Passes and Plans to be applicable for one or more service types. When the staff member takes attendance, Clients will be marked as 'Complete' or 'Unpaid on the roster. Complete, if they have an applicable pass/plan with remaining visits, Unpaid, if they do not . Learn more in Taking attendance in a class or course
Rolling unused visits over to the next period
You can set a plan to allow unused visits to roll over to the next week or month to give a client more time to use them. You can do this both when you create the plan and when you modify an existing one.
NOTE: When you modify an existing plan to allow rollover visits, only the unused visits on the plan from that date forward will roll over.
The number of visits that can roll over can’t exceed the visit limit for the period. For example, if the plan allows 10 visits per month, no more than 10 visits can roll over to the next month. You can set a lower limit as well.
Rollover visits are used before the visits issued for the current period. Any rolled-over visits that remain unused at the end of the period won’t roll over to the next period.
Visit count discrepancies
When investigating discrepancies in the visit count, consider the following. An active plan might have an unpaid bill but is still active and available to cover visits. Plans stop being active after six months of unpaid bills. Before those six unpaid months transpire on a plan, however, you might deliver services that are marked as "complete" or "paid" visits (that is, covered by qualifying plans) but were "paid" for by plans that are not paid themselves.
Visit restrictions and prorating
In Pike13 you can create plans that allow your clients unlimited access to your classes or limit them to say, two visits per week or 12 visits per month.
For weekly plans, visits are always issued on Sunday.
- "n visits per week" plans are charged monthly and provide the specified number of visits from each Sunday to the following Saturday.
For monthly plans, visits are issued on the billing date. You can set a plan to either bill on a the day of the month the plan start, or make it the same day of the month for everyone.
- "n visits per month" plans are charged monthly and provide the specified number of visits per billing month.
If you sell a plan with limited visits and a fixed billing date of the first of the month in mid-month, the number of visits paid for in the remainder of the first month are automatically be prorated unless you change the plan's start date to the first of the month.
A prorating example
Say that on July 15th you sell Pat a three-month membership that allows for eight visits per month. Here's how prorating affects Pat's membership:
- In the first partial month, Pat is allotted four visits for July.
- On August 1st, Pat is allotted eight visits for the first full month (August). The billing date remains on the 15th of each month.
- On September 1st, the monthly allotment of eight visits is renewed again for the second full month.
- On October 1st, the final month of the three-month plan, Pat receives a partial allotment, four visits—the remainder of the prorated balance from the first month. (When prorating the visits in the first month only, Pike13 rounds up if the prorated amount is a fraction.)