Overview
This new feature allows custom expiration dates to be set for session credits within memberships. Previously, all credits expired automatically, upon the next billing or allocation cycle. With this update, users can now extend the validity of these credits beyond the default billing period thus allowing a rollover of unused credits into the next billing period.

Details

• Login to your Core Account via core.hapana.com
• Navigate to Payments > Retail Configuration > Memberships > Add/Edit Membership
• You will now see a new section titled "Credit Expiration" when configuring limited session credits.
  
  There are two options to choose between

1. Expires on Next Allocation: This is the default setting, which maintains the current functionality in which credits expire upon the next allocation.

2. Custom Expiration: Allows users to define a custom expiration period (e.g. days, weeks, months, years) after credit allocation.

 

 

 

In the client record, allocation periods will reflect the new overlapping availability.

 

 

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Key Changes

• Custom Expiration Period: Users can now set credit validity periods that extend beyond the default allocation cycle. For example, credits can be set to expire 2 months after

allocation, allowing members to use their credits across multiple billing periods.

• User Interface Updates: The Add/Edit Membership interface has been updated to include the new "Credit Expiration" section when the "limited" option is selected for

credits.

• API Updates: Multiple APIs have been updated to support the new custom credit expiration configuration across various booking and membership processes.

 

Important Notes

• Default Settings: Upon rollout, all existing memberships will default to "Expires on Next Allocation" to maintain consistency with previous functionality.
• Credit Extension: Custom expiration periods may allow the last credit allocation to extend beyond the membership expiration date, enabling full usage of allocated credits

even as no further billings are scheduled.

• Unlimited Credits: The custom credit expiration feature is not available for memberships with unlimited credits, as expiration is unnecessary in such cases.
• The "Credit Expiration" option is available only when configuring limited credits.
• There is no impact on Packages.
• All related APIs and import scripts are updated to support the new functionality without disruption.

Conclusion

This release enhances membership flexibility by allowing custom expiration periods for session credits, offering business users greater control over membership configurations and
improving member satisfaction by extending credit usability.

 

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Step by step guide for setup
 

• Navigate to Core > Payments > Retail Configuration > Memberships.
• Add a new, or edit an existing Membership.
• A new option will be available within the Credits section.
• Users will see the Credit Expiration set as the defaulted value “Expires on next allocation” or select the new “Custom Expiration” option
   

 

• When selecting Custom Expiration the user will need to set the Expiration term as an integer and a choice of weeks, months or days.
• In the above example, a package of 3 visits will bill and allocate every week, and the credits will be available for usage for 2 weeks from allocation.
• User must save all of the settings and can then proceed to selling this membership.
• Once the sale is complete, the example client’s membership will reflect the overlapping billing and allocation dates as per the saved configuration
   

Continuing with our example above, this client was sold the PT recurring membership

• Navigate to Clients > Client look up > Payments tab > View History in the membership description

 

 

• The expiration dates are one week beyond the next Allocation date as expected.
• All other aspects of credit allocation and functionality remain available under 'Update Credits'
   

 

• New allocated expiration dates can also be seen in the branded App under More > My Packages > Details