ManyRequests just released a new feature on credit-based services. Here's an easy way on how to set it up and how to manage requests.
How to Create Credit Based Services
On your Dashboard, go to Services > All Services
On the upper right hand side, click on Create Service
Choose between One-off or Recurring whichever fits your business
Click on Next
Add in the Necessary Service Details
Select Credit based
Input the price, recurring period, and number of credits
Fill out the Request form as needed
Click Save
How to Manage Credit Based Services (Admin view)
When your client creates a request, you'll be able to define the number of credits to be deducted from the monthly credit limit.
In order to assign credits on the request, go to the Request Details
Under the Credits section, add in the deductible credit
Once updated, it will be reflected on the client side
How To Check Remaining Credits: Admin and Client View
When you're subscribed to a recurring service with credits, you'll be able to see how many credits are being deducted from monthly credits easily.
Here's How to Check for Clients' Remaining Credits (Admin View)
On your Dashboard, go to Users > Clients
On the Organization Details, select the Credits Tab
You'll see the following:
- Total Credits
- Used Credits
- Remaining Credits
- Number of Requests
- Renewal Date
Here's How to Check for Your Remaining Credits (Client View)
On your Dashboard, go to Reports > Credits
Under the Credit Reports, you'll see the following:
- Total Credits
- Used Credits
- Remaining Credits
- Number of Requests
On the top right, you'll also see when the credits will be renewed
How to Check Individual Credits (Client View)
There will be requests that will have different credit deductions. In order to find out how many credits a request will entail, you can follow the easy steps below:
On your Dashboard, go to the specific Request you'd like to view
Go to the Details tab
Under Credits, you'll see the specific number of credits deducted on a specific request
