- Payment plan
- The configuration that defines when and how often a client is billed for a booking — one-time, monthly, quarterly, per-block, and so on.
- Term payment
- A payment covering a specific term or billing period, as opposed to a single Session or a full-programme upfront payment.
- Down payment
- An upfront partial payment collected at the time of booking as a commitment fee, with the balance charged later according to the payment plan. It can be a fixed amount or a percentage — commonly used for camps, retreats, and multi-day events.
- Aliquot (pro-rata)
- A pro-rata pricing method for clients who join after a class or programme has already started. The first payment is calculated automatically from the number of remaining Sessions (or days) in the billing period rather than the full-period price.
- Entry pass
- A prepaid bundle that grants access to a set number of Sessions (visit-based) or a credit amount (money-based). Used mainly with pay-as-you-go programmes.
- Credit
- A positive balance on a client’s booking that arises when they have paid more than they owe (an overpayment). It can be applied to future invoices or refunded.
- Loyalty program
- A set of three automatic discount and reward mechanisms: a sibling discount (for families with two or more children enrolled), a returning-client discount (for clients who re-enrol), and a referral reward (for referring new clients). Each can be turned on independently.
- Inbound payment
- A bank transfer received from a client that the system automatically attempts to match to the right booking — detected via bank-account data, bank email notifications, or CSV import.
- Reference number
- A unique identifier included with a bank-transfer payment so the system can automatically match the incoming money to the correct client booking.
