Create and manage plans

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Plans define the session credits and cancellation allowance a member receives for a session type. CoachTrack calls these records plans in the Plans area; some dialogs may label the same record as a session plan or session package.

Before you create a plan

Create the session type first.
Use an active, non-demo session type.
Decide how many sessions are included and how many cancellations are allowed.

Demo session types do not use plans and are filtered out of the plan selector.

Create a plan

Open Plans.
Expand the session type that should own the plan.
Select Add plan.
Enter the plan details.
Select Add.

Plan fields

Field	What it controls
Plan Name	The name shown when the plan is assigned to a member.
Number of Sessions	The number of session credits included.
Price	The price of the plan.
Session Type	The session type for which the credits can be used. Demo session types are not selectable.
Validity Period (Days)	How long the plan remains valid, expressed in days.
Allowed Cancellations	The number of cancellations that can use the plan's cancellation allowance before a cancellation consumes a session credit.

Zero allowed cancellations is valid. In that case, a cancelled participant consumes a session credit. Changing the participant to Attended or No-show also consumes a session credit.

How plans are used

Assign the plan from the member profile or the member's plan area.
Schedule sessions using the matching session type.
When a session is completed, credits are consumed for participants marked Attended or No-show.
When a session is cancelled, CoachTrack uses the participant's available cancellation allowance first; if none is available, it consumes that participant's session credit.
Deleting a session later can reverse the related plan accounting when the user has permission to delete sessions.

Edit or remove a plan

Expand the session type in Plans, then use the plan's edit or delete action. Review the member impact before removing a plan that has already been assigned.