When we initially pull over your data we display the information just as it is created it within ClubReady. The purpose of the 'Pricing Option Mapping' page is to provide the ability for our users to clean-up and redefine how iKizmet tracks various packages.
Before you continue reading...
- Buttons in green mean in use, and buttons in grey mean not in use.
- Regardless of tag type all packages will appear in your general sales based metrics.
- Tag types correspond with the filter type (see screenshot) located under the 'Show All' dropdown menu.
- Note the lack of a save button/feature; iKizmet will automatically begin to update once you change the tag option.
- If you are making tagging updates within iKizmet, be sure to recalculate your site to see the changes made on your graph; Raw Data views will update regardless. If you are making tagging updates via the download/export you will not be required to recalculate; importing your file will begin the recalculating process.
- Continue your education with Editing Packages in Sales Packages Mapping article.
1. Once in the 'Sales Packages Mapping' page search (see 'Please choose filter type' option) or scroll to locate the desired package's folder.
2. Click on the folder to locate the package desired.
3. Click on the tag (located on the right) to reveal the tagging options.
4. Click on the tag (button) to have the package enabled as needed.
Tag Descriptions
Recurring: 'Recurring' refers to a revenue type, also known as EFT, auto-renewing, auto-payments, and evergreen. Enable this tag to track package as recurring revenue and include in 'Total Revenue' graph.
Intro Offer: 'Intro Offer' refers to new client packages. Enable this tag to track package as an intro offer and include in all intro offer based metrics.
Exclude Visits: Packages tagged as 'Exclude Visits' will ignore attendees using package type. Enable this tag to remove package from all attendance and utilization based metrics.
Using for Retention: 'Using for Retention' refers to packages that attributes to a client purchase conversion. Enable this tag to include the package in all enrollment and conversion based metrics.
Membership: Enable this tag to track package as a membership and include in all membership based metrics.
Gear (Settings) Descriptions
Import SPs: Import your (edited) exported Sales Packages file.
Export SPs for All Sites: Export a file of all sales packages for all sites (your user has access to).
Export SPs for only current: Export a file of all sales packages for site listed on location dropdown.
*Organization refers to the entire brand/network.