How to track credits on Queue

Mas from Queue

7 Mar 202400:48

Summary

TLDRThis video script outlines a new feature for tracking credits on add-ons. Users can edit their add-ons to enable credit tracking, label them, and set quantities. After checkout, a project is automatically set up for clients. Clients can view their credit usage and refill or renew their credits as needed. The system also notifies clients of the next refill date, ensuring they know when to submit new requests or purchase additional credits, exemplified with a specific date of April 6, 2024.

Takeaways

📝 To track credits on add-ons, you need to edit them and enable the 'track credits' feature.
🏷️ You can label the credits with a custom name of your choice for easy identification.
🔢 Assign a specific quantity to the credits to define the limit of usage.
🛒 Once a client checks out, the system will automatically set up a project for them based on the credits purchased.
🔄 Clients can see their credit usage on the top right corner and know if they have zero or a certain number of credits left.
💡 Clients have the option to 'refill' credits by purchasing additional ones when needed.
🔄 Subscription-based clients will have their credits automatically renewed to zero, ensuring continuous service.
➕ You can submit the use of credits by clicking on the plus icon and then selecting the task, specifying the number of credits used.
📅 The system will notify the client of the next refill day, such as April 6, 2024, so they know when they can start submitting requests again.
🛍️ Clients have the flexibility to either wait for the automatic refill or purchase additional credits proactively.
🔔 This tracking system helps clients stay informed about their credit usage and the availability of their services.

Q & A

What is the new feature for tracking credits on add-ons?
-The new feature allows users to track credits on add-ons by enabling a 'track credits' option when editing the add-on.
How can users label the credit tracking feature for their add-ons?
-Users can assign any label they like to the credit tracking feature, which will be displayed to the clients.
What is the purpose of setting a quantity for the tracked credits?
-The quantity sets the limit of credits available for the client to use, which helps in managing the service provision and client expectations.
How does the automatic project setup work for clients after checkout?
-Once a client checks out with the add-on, the system automatically sets up the project for them based on the tracked credits.
Where can clients see their credit usage status?
-Clients can view their credit usage status in the top right corner of their dashboard, which displays the number of videos used.
What action can clients take if they need to buy additional credits?
-Clients can click on 'refill videos' to purchase additional credits or opt for an automatic renewal when it's a subscription-based service.
How does the system handle automatic renewal of credits for subscription services?
-For subscription services, the system automatically renews the credits to zero, ensuring continuous service provision.
What is the process for submitting credit usage by the service provider?
-The service provider can submit credit usage by clicking on the plus sign and then the task, specifying the number of credits used, such as four videos.
How does the system notify clients about the next refill day?
-The system calculates and displays the next refill day, for example, April 6, 2024, so clients know when they can start submitting requests again or buy more credits.
Can clients purchase additional credits at any time, or is it restricted to a specific schedule?
-Clients can purchase additional credits at any time through the 'refill videos' option, but the automatic renewal follows a set schedule if it's a subscription.
What is the benefit of this credit tracking system for both clients and service providers?
-The credit tracking system provides transparency and ease of management for both clients and service providers, ensuring that services are aligned with the credits used and available.

Outlines

00:00

📊 Track and Manage Add-on Credits

This paragraph explains the process of tracking credits for add-ons. Users can enable the tracking feature by editing their add-ons and setting a label and quantity for the credits. Once a client checks out, the system automatically sets up the project for them. Clients can see their credit usage and refill or renew credits as needed. The script also demonstrates how to submit credit usage and provides an example of a refill date calculation.

Mindmap

Keywords

💡Track Credits

The term 'Track Credits' refers to the feature that allows users to monitor and manage the usage of credits for add-on services. In the context of the video, it is a function that enables service providers to keep track of how many credits their clients have used and how many are left. It's crucial for managing client expectations and ensuring service continuity, as seen when the video script mentions enabling 'track credits' during the add-on editing process.

💡Add-On

An 'Add-On' in this video script is an additional service or feature that a client can purchase along with a primary service. It is integral to the theme of the video as it showcases how to configure and manage these add-ons to enhance client offerings. The script specifically talks about editing add-ons and enabling the tracking of credits for them, which is a key part of the service customization process.

💡Client

A 'Client' in this context is the recipient of the services being described in the video. The term is central to the video's theme as it focuses on how service providers can manage and offer add-on services to their clients. The script uses the term to illustrate the client's interaction with the service, such as checking out with add-ons and refilling credits.

💡Check Out

'Check Out' in the script refers to the process where a client completes a purchase, including add-on services. It is a fundamental part of the client's experience and is tied to the video's theme of service management. The script mentions that once a client checks out with add-ons, the project is automatically set up for them.

💡Project

In the video script, a 'Project' is likely a service or a bundle of services that a client has purchased, which may include add-ons. The term is used to describe the outcome of a client's checkout process and is central to the video's theme of service delivery and management.

💡Refill

'Refill' in this context means to replenish or add more of something, specifically credits in this video. It is a key action for clients when they have used up their initial credits for add-on services. The script mentions that clients can 'refill videos' to buy additional credits, which is part of the service renewal process.

💡Subscription

A 'Subscription' in the script refers to a type of service plan where clients automatically receive services or credits on a recurring basis. It ties into the video's theme of service management by illustrating how clients can have a continuous service experience without manual renewals, as indicated when the script discusses automatic renewal to zero credits.

💡Credits

'Credits' in the video script represent a form of virtual currency or units that clients use to access add-on services. They are central to the video's theme as they are the计量单位 for accessing additional services. The script explains how clients can track, use, and refill these credits.

💡Quantity

'Quantity' in this context refers to the amount of credits that are assigned to an add-on service. It is a key concept in the video as it helps define the scale of the service being offered. The script mentions assigning a quantity to the credits during the add-on setup process.

💡Label

A 'Label' in the script is a descriptor or name given to a specific add-on service or set of credits. It is part of the customization process and helps clients identify different services. The script suggests giving the credits a label of the provider's choice during the setup.

💡Task

'Task' in the video script likely refers to a unit of work or service that requires a certain number of credits to be completed. It is used to illustrate how credits are applied to specific services, as shown when the script mentions using a plus sign to submit the use of four credits for a task.

💡Refill Day

'Refill Day' is a term used in the script to denote the date when a client's credits for an add-on service are automatically replenished or when they can start submitting new requests. It is tied to the theme of service management and client communication, as it informs clients about the availability of services.

Highlights

Track credits on add-ons for better project management.

Enable 'track credits' feature when editing add-ons.

Assign a custom label and quantity for credit tracking.

Automatic project setup for clients upon checkout.

Client dashboard displays used and available credits.

Refill credits option for clients to purchase more.

Subscription-based automatic credit renewal.

Visual indicator for when credits are running low.

Client can view next refill date on their dashboard.

Submit used credits by clicking the plus icon.

Specify the number of credits used for each task.

System updates the next refill day based on usage.

Client receives notifications for credit refills.

Encourages proactive credit management by clients.

Streamlines the process of credit tracking and usage.

Improves client experience with automated features.

Enhances project management efficiency for both clients and service providers.

Provides a clear overview of credit usage and availability.

Enables clients to plan their requests and purchases accordingly.