How to track credits on Queue
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
📊 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
💡Add-On
💡Client
💡Check Out
💡Project
💡Refill
💡Subscription
💡Credits
💡Quantity
💡Label
💡Task
💡Refill Day
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.
Transcripts
you can now track credits on add-ons
here's how it works go to your
add-on edit them and then enable track
credits you can give it a label of
whatever you like and then the quantity
and now once your client checks out with
that it's going to automatically set up
the project for them so here's an
example client on the top right corner
you'll see Zero or four videos used your
client can click on refill videos to buy
additional credits or it will
automatically renew to zero when if it's
a subscription you can submit credits
use by clicking on the plus and then the
task then giving it let's say four so
now that four of videos are used the
next refill day is going to be April 6
2024 this lets your customer know when
they can start submitting request to you
again or they can buy additional credits
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