Determine what customers purchase and what they are eligible to use.
Prepare services, courses, and service packages according to the launched format. Specify the number of units and the term of the right. Once purchased, you can view the customer's course, remaining amount, and usage history.
One use does not necessarily equal one unit. Can save multiple units or decimal units according to the set service format. There is an option to set the validity period from the first use for courses that use these rules.
Record usage and connect related tasks.
Before confirming use Team to check rights and numbers Select the service provider, assistant, and materials used according to the settings. Ready to check compensation Confirmed usage list linked to permission changes. Service history, specified stock, and service provider compensation in the same step
For the service category with document policy open The system also creates a post-service tracking record from that use. Each clinic should therefore set up courses, materials, compensation, and recordings to match the work before starting.
Hypothetical example: Sell 10 units, receive some money, then spend 3 units.
Customer purchases 10 units of course worth 100,000 baht, pays 40,000 baht today, and this time uses 3 units, assuming there are no discounts, cancellations, or other monetary items.
| Matters that need to be checked | Results from the example |
|---|---|
| Things for sale | Course 10 units, value 100,000 baht |
| Payment | Received 40,000 baht, outstanding 60,000 baht. |
| Rights after use | Used 3 units, remaining 7 units. |
| Service team | Service providers and assistants as selected in the use list. |
| Compensation | Occurs according to the rules of the course and the amount used. |
| Material | Cut according to the items and quantities specified in that use. |
The numbers are fictitious to describe the work. It is not the actual service price or guaranteed business results. Taking more courses does not mean receiving more money on the same day.
Rights and cancellations must be checked at their respective lists.
Cross-discipline use depends on the capabilities available to the clinic, package, rights, and related settings. The team must check the selling branch with the service branch before making a transaction.
Cancellation of course purchase and cancellation of use are separate tasks. There are conditions and approvals involved. When canceling, you must check the results of rights, stock, compensation, and documents according to that list. As for money management or refunds, related financial procedures are also used.
How to use it every day?
Set the course:
Specify services, units, term of entitlement, materials, and compensation rules.
Sell and receive payment:
Make purchases for customers and record actual money received.
Check and use rights:
Select the number of service providers, assistants, and materials before confirming use.
Continuous work inspection:
View remaining rights, history, Incentive stock, and paperwork resulting from that time.
Frequently asked questions
Can it be shared multiple times or used in different amounts?
can be obtained according to the unit format of the service. The system records the amount used each time and the remaining amount. Includes decimal units in supported formats. The team checks the rights before confirming every time.
When selling a course, is the stock immediately cut off in every case?
Treatment materials are linked to course usage and settings. Products sold directly follow a sales inventory process. Review the transaction type and event recorded; course sales do not stand in for actual material usage.
Can the course be used across disciplines at every clinic?
Can be used when the clinic has the ability turned on and the relevant settings are set. with branch rights that support that work Check the conditions of the package with the branch before using it.
Can I cancel the course and refund the money to the customer?
Disabling the use of managing linked service lists and results. Reimbursement is another part of financial work. Payment items, channels, and related procedures must be checked before money management is considered complete.