Purchases

Overview

The Purchases tab in your Podyx Admin Panel is focused on tracking revenue, managing receipts, and overseeing client transactions for both individual and bundled bookings. This section provides easy access to booking details, allowing you to create bookings on behalf of clients and adjust pricing as needed. This guide walks you through the Purchases tab and its tools, making it easier to manage client interactions and maintain accurate financial records.

Why Managing Purchases is Important

Effectively managing purchases gives you better control over financial tracking and client bookings. This tab allows you to oversee revenue, issue receipts, and make necessary adjustments, ensuring your studio’s billing process is streamlined and reliable.

Benefits for Your Studio:

• Enhanced Revenue Tracking: By consolidating booking information and receipts, the Purchases tab simplifies financial tracking and reporting.
• Efficient Client Management: With direct booking options for clients, you can accommodate custom requests and add-ons, enhancing flexibility.
• Professional Receipt Management: Clear receipts and booking details ensure that clients receive accurate information, reinforcing your studio’s professionalism.

Step-by-Step Guide to Managing Purchases

1. Log In to Your Account
   • Start by logging into your Podyx account at https://onboarding.podyx.com/login using your email and password or Google Account credentials.
2. Navigate to the Purchases Tab
   • In the Admin Panel, select Purchases. This tab differs from Sessions as it focuses on transaction details, receipts, and revenue rather than operational aspects of bookings.
3. Switch Between Purchases and Bundles
   • Tabbed Navigation: Use the tabs to toggle between individual purchases and bundled bookings, giving you flexibility to manage different booking types.
4. Search for Specific Purchases
   • Use Search Function: Enter a purchase ID or client name in the search field to quickly locate a specific booking. This is helpful for verifying details or handling inquiries.
   • Apply Filters: Use filters to distinguish between client-created bookings and admin-created bookings, helping you organize purchase records.
5. Create an Admin Booking
   • Click “New Individual Booking”: Start a new booking on behalf of a client by entering their email address to link the session to their profile.
   • Select Setup and Seating: Choose the setup and specify the seating arrangement as needed.
   • Add Services and Extras: Select the base service and any additional services the client has requested for their session.
   • Specify Date and Time: Schedule the session by entering the date and time, ensuring all details are configured accurately.
   • Override Price (If Needed): If a custom price has been arranged with the client, use the Override price field to enter the agreed amount.
   • Save and Publish: Click Save and publish to finalize and confirm the booking, which will now appear under the client’s purchases.
6. Create a Bundle Booking for Clients
   • Click “New Bundle Session”: Select this option to create a bundle for a client, which includes multiple sessions under one package.
   • Define Bundle Name and Session Duration: Enter the bundle name and specify the duration for each session in the bundle.
   • Configure Services and Add-ons: Select the base service and add any relevant extras to the bundle.
   • Set Number of Sessions and Discount: Define how many sessions are included and add a discount if applicable, creating a package that provides added value for the client.
   • Save and Publish: Click Save and publish to make the bundle available to the client, allowing them to use the sessions as needed.
7. View Purchase Details
   • Access Detailed Information: Click the three dots next to any purchase to view specific details, including client information, transaction history, and session details.
   • Review Full Booking and Payment Data: Within the purchase details, you’ll find the receipt information, session inclusions, and any additional services linked to the booking, giving you full oversight of each transaction.

Tips for Optimizing Purchase Management

• Use Filters for Organization: Filters make it easy to separate client bookings from admin-created ones, helping you maintain clear records.
• Monitor Bundle Usage: Regularly check bundle bookings to ensure clients are aware of any remaining sessions and use them within the set timeframe.
• Override Pricing Only When Necessary: Use the price override sparingly to maintain consistent pricing and simplify financial tracking.

Importance of Effective Purchase Management

Proper purchase management is essential for ensuring accurate financial records, reliable client interactions, and streamlined operations. The Purchases tab provides a comprehensive view of transaction data, helping your studio keep its billing organized and transparent.

1. Improved Financial Clarity: A dedicated space for tracking transactions ensures your studio has up-to-date revenue records and simplifies reporting.
2. Efficient Client Interactions: The ability to create bookings and bundles for clients allows your studio to meet custom requests, enhancing client satisfaction.
3. Reduced Discrepancies: Clear booking records and receipt tracking help minimize errors, supporting reliable client and financial management.

The Purchases tab in Podyx provides essential tools for managing client bookings, bundles, and transactions, creating a streamlined and transparent booking experience.

Use the Purchases tab to track client bookings, manage payments, and support an organized, client-centered studio experience.

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