One-Off Payments & Credits

Where to find this:
Services → Booking Management tab → Services sub-tab

In addition to subscriptions, you can sell one-off services that customers purchase individually. This is perfect for single sessions, consultations, or services that don't need recurring billing.

What Are One-Off Payments?

One-off payments (also called single-purchase services) allow customers to:

• Buy individual sessions or services without a subscription
• Pay once and book immediately
• Purchase credits that work across multiple services

Unlike subscriptions that auto-renew monthly, one-off payments are single transactions.

Use Cases

When to Use One-Off Payments

Discovery Sessions

• Initial consultations (financial planning, nutrition assessment, training evaluation)
• Trial sessions before committing to a subscription (intro class, sample lesson, test drive)

Occasional Services

• Services customers need infrequently (deep cleaning, equipment repair, event planning)
• Seasonal offerings (holiday decorating, tax preparation, spring tune-up)

Add-Ons

• Extra sessions beyond subscription limits
• Premium services not included in plans (rush service, extended time, specialty work)

Drop-In Attendance

• Classes that welcome walk-ins (yoga drop-in, workshop, open gym)
• Events and special sessions

When to Use Subscriptions Instead

• Regular weekly/monthly services (ongoing lessons, recurring cleaning, membership access)
• Long-term commitments with predictable revenue
• Services with quota limits per billing period

How It Works

1. Create One-Off Services

From your dashboard:

1. Go to Services → Booking Management tab → Services sub-tab
2. Click Add Service
3. Configure the service:
   • Name: "Drop-In Yoga Class" or "Single Consultation"
   • Duration: How long the session takes
   • Pricing: Set a fixed price (e.g., $25 per session)
4. Link to your Stripe product for payment processing
5. Click Save

2. Add to Your Website

Use the One-Off Services component to display these on your site:

1. Open the Website Editor
2. Drag the One-Off Services component onto your page
3. It automatically shows all your one-off services as cards
4. Customers can purchase and book immediately

3. Customers Purchase Credits

When a customer buys a one-off service:

1. They click the service card on your website
2. Enter payment info (Stripe Checkout)
3. Receive credits added to their account
4. Can immediately book the service using their credits

Credit System

How Credits Work

Credits are the currency for one-off services:

When	Credits
Customer purchases a $50 service	+50 credits added to their account
Customer books the service	-50 credits deducted
Booking is cancelled (within policy)	+50 credits refunded

Credits don't expire unless you set an expiration policy.

Viewing Credit Balance

Customers see their credit balance:

• In the booking interface (shows available credits)
• In their account portal (full transaction history)
• After each purchase or booking

Multiple Services

If you offer multiple one-off services with different prices:

• Customer buys $25 yoga class → Gets 25 credits
• Customer buys $100 private session → Gets 100 credits
• Credits pool together
• Can use credits for any one-off service

Example: Customer has 125 credits. They can book:

• Five $25 yoga classes, OR
• One $100 session + one $25 class, OR
• Mix and match as desired

Credit vs. Subscription Booking

Your booking system can handle both:

Credit-Based Booking (One-Off)

1. Customer selects service
2. System checks: Do they have enough credits?
3. If yes → Booking confirmed, credits deducted
4. If no → Prompt to purchase credits first

Subscription Booking

1. Customer selects service
2. System checks: Is this service included in their plan?
3. System checks: Do they have quota remaining this month?
4. If yes → Booking confirmed, quota used
5. If no → Prompt to upgrade plan

Setting Up One-Off Services

Step 1: Create Stripe Product

In your Stripe dashboard:

1. Go to Products → Add product
2. Name: "Drop-In Yoga Class"
3. Pricing: One-time (not recurring)
4. Amount: $25.00
5. Copy the Product ID and Price ID

Step 2: Link in Your Dashboard

1. Go to Services → Booking Management tab → Services sub-tab
2. Click Add Service
3. Fill in details:
   • Service name
   • Description
   • Duration
4. Link Stripe Product:
   • Paste Product ID
   • Paste Price ID
5. Mark as One-Off (not subscription-based)
6. Click Save

Step 3: Configure Locations & Availability

One-off services use the same availability system as subscriptions:

1. Go to Booking Management tab → Availability sub-tab
2. Create or select a location
3. Add the one-off service to that location's offerings
4. Set your schedule (same as subscription services)

Step 4: Add to Website

1. Open Website Editor
2. Drag One-Off Services component onto a page
3. Customize styling (card colors, button text, layout)
4. Preview to test
5. Publish

Customer Experience

Purchasing

1. Customer visits your website
2. Sees one-off service cards (e.g., "Drop-In Class - $25")
3. Clicks Buy Now
4. Redirected to Stripe Checkout
5. Completes payment
6. Returns to your site with credits

Booking

1. Customer goes to booking page
2. Selects the service they purchased
3. Picks a date and time
4. System shows: "You have 25 credits. This booking costs 25 credits."
5. Confirms booking
6. Credits deducted, booking added to calendar

Viewing History

Customers can view their credit purchases and bookings in the Account Portal:

• Credit balance
• Purchase history
• Booking history
• Refund history (if applicable)

Managing One-Off Bookings

As the Business Owner

You manage one-off bookings the same way as subscription bookings:

In Google Calendar

• All bookings sync (subscription and one-off)
• You see which bookings used credits vs. subscription quota
• Cancel or reschedule as needed

In Dashboard Calendar

• Preview all upcoming bookings
• Filter by service
• Check which customers have remaining credits

Cancellations

If a customer cancels a credit-based booking:

1. The booking is removed from your calendar
2. Their credits are refunded (based on your cancellation policy)
3. The time slot opens up for other bookings

Cancellation Policy: Set deadlines for cancellations (e.g., 24 hours notice required) in your service settings.

Combining Subscriptions and One-Offs

Many businesses offer both:

Example: Yoga Studio

Subscription Plans:

• Basic: 4 classes/month ($60/month)
• Unlimited: Unlimited classes ($120/month)

One-Off Option:

• Drop-In Class: $20 per class (no commitment)

Customer Journey:

• New customer tries a drop-in class ($20)
• Likes it, upgrades to Basic plan ($60/month)
• Later upgrades to Unlimited ($120/month)

Example: Consulting Business

Subscription Plan:

• Monthly Retainer: 4 hours/month ($400/month)

One-Off Option:

• Single Consultation: $150 per hour

Customer Journey:

• Occasional clients buy single consultations
• Regular clients subscribe to monthly retainer
• Retainer clients can purchase extra hours as one-offs if they exceed their quota

Pricing Strategy

Setting One-Off Prices

Higher than subscription per-unit cost:

• Subscription: $60/month for 4 classes = $15/class
• One-off: $20 per drop-in class
• Incentivizes subscription while still allowing casual customers

Lower than subscription for trial:

• Subscription: $100/month
• One-off intro session: $35 (normally $50)
• Encourages new customers to try before subscribing

Credit Bundles

Consider offering credit bundles for better value:

• Single class: $25 (25 credits)
• 5-class pack: $100 (125 credits = 25 credits bonus)
• 10-class pack: $200 (250 credits = 50 credits bonus)

This incentivizes larger purchases while still being non-recurring.

Common Questions

Q: Can credits expire?
A: You can set expiration policies in your service settings (e.g., credits expire 6 months after purchase).

Q: Are credits refundable?
A: Follow your refund policy. Typically, unused credits are refundable within a certain timeframe (e.g., 30 days).

Q: Can I convert credits to a subscription?
A: No automatic conversion, but customers can purchase a subscription separately. Unused credits remain available.

Q: Do one-off customers see subscription services?
A: Yes, in the booking interface. This can encourage upgrades to subscription plans.

Q: Can I limit one-off bookings per customer?
A: Yes, set limits in service configuration (e.g., max 1 intro session per customer lifetime).

Q: Do one-off services use Google Calendar?
A: Yes, all bookings (subscription and one-off) sync to your Google Calendar.

Best Practices

Encourage Subscriptions

Use one-offs as an entry point:

• Price one-offs slightly higher than subscription per-unit cost
• Offer "first session" discounts to attract trials
• Display subscription options prominently alongside one-offs

Clear Pricing

Make it obvious:

• "Drop-In: $25 per class"
• "Or subscribe to Unlimited for $120/month (save 40%!)"

Track Performance

Monitor which one-offs convert to subscriptions:

• How many intro session customers upgrade?
• Average time from first purchase to subscription?
• Which services are most popular as one-offs?

Next Steps

• Managing Products – Create and organize your product catalog
• Connecting Stripe – Set up payment processing
• Creating Services – Configure bookable services