Allow you to automatically grant session credits to clients when they purchase and activate a package or when a recurring package renews successfully.
Instead of manually issuing credits after each purchase, Everfit can automatically add credits based on the rules you configure within the package.
With this feature, you can:
Automatically issue session credits when a package is purchased
Automatically issue credits on recurring renewals
Configure multiple session types within a single package
Set expiration rules for each session type
Track where credits were issued from and view credit history
Requirements
To use Session Credits for Packages, your workspace must have:
Booking feature enabled
Payment & Packages add-on
Configure Session Credits for a Package
You can configure session credits when creating a new package or editing an existing one.
Step 1: Open Package Pricing
Navigate to Packages
Open the package you want to edit
Click Add Pricing or edit an existing pricing plan
Step 2: Enable Session Credits
Within the pricing settings:
Configure your package pricing as usual
Turn on the Session Credits toggle
Step 3: Add Session Credit Rules
For each session type:
Select a session type
Enter the number of credits to issue
Choose an expiration rule
You can configure up to 5 session types per package.
Step 4: Save Changes
Click Update Pricing to save your configuration.
Important Notes
Only session types that require session credits can be selected.
Each session type can only be added once per package.
Credits can range from 1–100 per issuance.
Session credits can be configured for both one-time and recurring packages.
Editing a package only affects future purchases. Existing purchases keep their original settings.
How Automatic Credit Issuance Works
Once configured, Everfit automatically issues credits when payments are successfully processed.
One-Time Packages
Without a Free Trial
Credits are issued immediately after:
Payment succeeds
The purchase is activated
With a Free Trial
Credits are not issued during the trial period.
Credits are issued after:
The trial ends
The first successful payment is processed
The purchase is activated
Recurring Packages
Without a Free Trial
Credits are issued:
On the initial successful payment
On every successful renewal payment
With a Free Trial
Credits are issued:
After the first successful paid billing cycle following the trial
On all future successful renewals
Failed Payments
If a renewal payment fails: No credits are issued for that billing cycle
If payment is successfully collected later: Credits are issued at that time
What Happens When Credits Are Issued
When credits are automatically issued:
The client's credit balance is updated immediately
A record is added to the client's credit history
The issuance appears in the client's activity Updates
A notification is sent to the coach
Expiration Start Date
Credits issued from packages expire based on the package type:
Recurring packages: Expiration is calculated from the start of each billing cycle, not the payment date.
One-time packages (without a trial): Expiration is calculated from the successful payment date.
Note: For recurring packages, expiration always follows the billing cycle schedule, even if payment processing is delayed.
Delayed Activation
If a client pays for a package but does not activate it immediately, credits are not issued until activation.
Once activated, the system issues all credits for past billing cycles. Their expiration dates are still calculated from the original billing cycle dates, not the activation date.
Note: If a credit's expiration date has already passed by the time the package is activated, the credit will be issued and immediately expired. The Balance History will show both actions on the same day.
Archived Clients
Archiving a client does not stop package-based credit issuance. If a client is archived but still has an active package subscription, credits will continue to be issued after successful payments.
Viewing Package Credit Settings
You can view a package's credit configuration directly from the package's Overview page.
The Session Credit section displays:
Session types included
Number of credits issued
Expiration settings
A tooltip icon explaining when credits are issued
This provides a quick overview of what clients will receive when purchasing the package.
Viewing Credits in Purchase Details
When reviewing a client's package purchase, you can view:
The session credit configuration associated with that purchase
The number of credits issued per billing cycle
The session types included
You can also navigate directly to the client's credit history.
Note: Purchase details always reflect the package configuration that existed at the time of purchase. If you later change the package settings, existing purchases will continue using the original configuration. New purchases will follow the updated rules.
Trace Package Credits in Balance History
The Balance History tab provides visibility into how credits were added, used, or modified for a client.
View the Source of Package-Issued Credits
When credits are automatically issued from a package purchase, the package name appears in the Note column of the corresponding Issued event.
Coaches can click the package name to open the Purchased Package Details window for that specific purchase, making it easy to trace where the credits originated.
Note: Only coaches with access to Payments & Packages can open the package details. Coaches without this permission will see the package name as plain text.
This allows coaches to quickly identify the source of a credit without manually reviewing payment records.
Filter Credit Events
The Balance History filter works the same as before, coaches can filter by Session Type or Event type (Issued, Used, Returned, Voided, Expired, Deleted). Package-issued credits appear as 'Issued' events and are included in the standard Issued filter.
Session Type Archiving Rules for Package Credits
Session types used in published package credit configurations have certain restrictions to protect existing purchases and credit issuance.
Archiving a Session Type Used in a Published Package
If a session type is included in the credit configuration of a published package, it cannot be archived.
To archive the session type, you must first either:
Remove the session type from the package's credit configuration, or
Unpublish the package
Turning Off "Require Session Credit"
The Require session credit setting cannot be turned off if the session type is connected to any existing dependencies, including:
Existing sessions
Issued session credits
Package credit rules
Existing Purchases Are Not Affected
Removing a session type from a package or archiving it does not change existing purchases. Any clients who already purchased the package will continue receiving credits based on the package configuration at the time of purchase.
This is because each purchase keeps a snapshot of the package settings when it was created. To stop future credit issuance from existing purchases, you must cancel those purchases.