How do I use voucher codes to purchase coaching courses for members?

Modified on Wed, 7 Aug, 2024 at 1:56 PM

Before you get started, please note that voucher codes can only be purchased by those with access to the finance tab on GMS (Level 2 and 5 for clubs and level 3 for CB's)

Once you have purchased vouchers for your organisation, you will only be able to assign them to people that sit within your organisation, you can check this in the ‘people’ tab of GMS.

STEP 1 - Login to GMS

Use your login details to sign into your profile. If you want to add a new person to manage this process on behalf of your organisation, you can do so using the guide 'How to Add People'.

STEP 2 - Buy Products

On your dashboard, under the My Organisations tab you will see the option to ‘Buy Products’ for your Organisation. Click here to see a list of products, including the Voucher Codes available for specific courses and monetary value vouchers that you may wish to assign to your ‘People’. Select the voucher your after and add it to your basket.

STEP 3 - Checkout and Payment

When you are ready to proceed with the payment, please select checkout and confirm your order and payment details before finally clicking 'Pay Now'. The final Step for purchasing is to enter your card details. On a successful payment, you will see a confirmation screen, simply press ‘Finish’ to return to your organisations page.

STEP 4 - Manage your Vouchers

You can manage your vouchers in the finance tab in GMS. Simply select the voucher that you have just purchased, you will need to select ‘Assign to Individual’. This will enable you to allocate the voucher to an individual from your organisations ‘People’ tab.

Next, enter the individual’s name that you wish to assign the voucher to and once you have found the individual please select save.

On returning to the ‘Vouchers Tab’ you should now see the voucher you have purchased, alongside the individual that you have assigned the voucher to. The order status confirms you have paid for the Voucher and that it's active to be used by the course participant.

The ‘Event code’ and ‘Event name’ tabs will allow you to know when the individual has booked onto a course and which venue/ location that they are attending.

The How to use Voucher Codes when booking a course will enable you to support your users with booking onto a course using the Voucher Code System.

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How do I use voucher codes to purchase coaching courses for members?

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