INTRODUCTION
Feature Summary: Often referred to as packages, packs, or punch cards, this feature sells units of an activity (e.g. court time, lessons, events, or a combination) in bulk. Packages can be sold directly to members, automatically assigned on a recurring monthly basis, or given once as a one-time welcome benefit at membership sign-up.
Use Cases:
Use punches to pay for lessons, court time, and event registrations
Lower payment processing fees by reducing the total number of individual transactions
Collect revenue upfront for planned activities to improve cash flow
Automatically assign a set number of credits each month as part of a membership
Offer a one-time welcome package to new members when they purchase a membership
🔔 What is a package in CourtReserve? A package in CourtReserve is a flexible bundle that allows members to redeem credits—or “punches”—toward court time, single events, and/or lessons. Packages can be:
Sold individually to members through the Member Portal and/or by staff on the admin side,
Or automatically assigned to eligible members each month based on predefined settings.
Assigned one time to eligible members when a membership is purchased or assigned from the admin side
Packages can be customized to fit a variety of club offerings and membership structures.
Note: Looking for inspiration on how to set up packages for your club? See Package Types and Best Practices for real-world examples of how clubs use purchasable packages, recurring monthly packages, one-time welcome packages, and guest pass packages.
PREREQUISITES
The Packages tool is included with our Launch, Advance, Momentum, and Enterprise plans.
To improve organization and reporting, start by setting up Package Categories.
Set up Revenue Categories to track packages.
SETUP REQUIREMENTS
Log in to the admin dashboard.
Click Settings on the side menu.
Scroll down to the Additional Features (or Add-Ons) row.
Click the Additional Features icon (or Manage Add-Ons). A new page displays.
Enabling the Feature
Scroll down to the Packages row. Check the box to enable this feature.
Click the Setup button. The Packages page displays in a new browser tab.
When the you enable the Packages tool, two icons will be added to SETTINGS > BILLING SETTINGS. Click these icons to review and configure Package Categories and Packages settings.
Creating a Package
On the Packages page, click the Create Package button. A form displays.
Fill in the Fields
Name - Enter a package name (required).
Package Category - This optional field is hidden unless Package Categories have been created in your system. If enabled, click the field and select a tag. Using Package Categories is helpful for organizing multiple packages, especially if you plan to create several within your system.
Package Description - Add a description for this package.
Guest Pass Package - This is the setting that distinguishes a Guest Pass Package from a standard package. When enabled, punches from this package can be used as payment for guest fees when the member adds a guest to an eligible reservation or event — rather than being applied when the member books for themselves. Click here to learn more about guest pass packages.
Set Package to be Auto-Assigned - Check this box to automatically assign the package to specific membership types each month at no cost. Click here to learn more. If left unchecked, the package won’t auto-assign but will be available for purchase based on the settings you configure on this page.
Set Package to be Auto-Assigned - Check this box to automatically assign the package to specific membership types at no cost. When enabled, two additional settings appear below.
Assignment Frequency - Select how often the package is assigned to eligible members.
Recurring Monthly - A new package is assigned to eligible members each month. This is the default setting. For example, a club offers a membership that includes four court time credits per month. Each month, eligible members automatically receive a new package with four punches.
One-Time Only - The package is assigned a single time when a membership is purchased or assigned from the admin side. For example, a club offers a Student Summer Membership that includes a welcome pack with four punches that can be used toward hourly court time or open play sessions, valid for the three-month duration of the membership. The package is assigned once at sign-up and is not renewed each month.
Note: For full details on how auto-assignment works, including timing and expiration behavior, click here to learn more.
Note: Once a package has been sold, the Assignment Frequency setting locks and cannot be changed. This prevents accidental changes that could affect members who already have the package. Hover over the lock icon for details. To use a different frequency, use the Copy Package button to create a new version of the package.
Punch Eligibility Period - Select when members can redeem punches from a one-time package.
Assigned Month Only - Punches are valid only during the calendar month in which the package was assigned. The package expires when the calendar month resets, regardless of when during the month it was assigned.
Any Time Period - Punches remain valid until the package expires based on the expiration settings you configure.
Note: If you select Assigned Month Only, be aware that a member who receives this package late in the month will have very little time to use it before it expires. For example, a member assigned the package on the 29th of the month will lose access on the 1st. If this is a concern, consider using Any Time Period with a dynamic or fixed expiration date instead.
Total Punches - Total number of units in the package. 1 punch = 1 unit.
Price - Set the package cost (required).
Allow Package to be Used While Unpaid - When enabled, customers can redeem punches from the package before payment is collected. By default, this setting is disabled, meaning the package must be paid for before it can be used.
Tax Rate – Select a tax rate if applicable.
Revenue Category – Choose the Revenue Category to associate with this package.
Example of a package sold on the member portal:
Example of a One-Time Only assigned package, provided to members at no cost:
Package has a Start Date? - If needed, set a start date for when the package can begin being used as a payment method. For example, if the package is only valid during the summer, you might set the start date to June 1.
Package can Expire? - If enabled, the package becomes invalid after a set period. Check the box and choose one of the following options:
Dynamic Expiration - The package expires a set number of hours, days, weeks, or months after the purchase or assignment date.
Expire on Specific Date - The package expires on a fixed calendar date.
Note: For auto-assigned packages set to One-Time Only and Any Time Period, expiration settings are available and configurable. If the package is set to Assigned Month Only, expiration settings are locked — the package expires automatically at the end of the assigned calendar month.
Package Eligible to be Sold on the Portal/App - Allow players to purchase this package from the member portal or mobile app. Click here to learn more.
The Purchase Start Date and End Date will not decide the date range this package is active. Instead, these settings decide the date range during which the package is visible for members to purchase on the Member Portal. To choose the date range a package should be active, use the Package has a Start Date? and Package can Expire? setting.
Show to the Following Memberships(s) - Leave the default set to ALL if the package should be available to all memberships. Otherwise, select the specific membership that are eligible to purchase this package.
Public Package URL - Click Copy URL to easily share the package details via email, social media, or other platforms.
Eligible to Assign by Family - Check to allow the package to be shared by family members whose accounts are linked in CourtReserve.
Is Active - Check this box to make the package available for purchase or auto-assignment. Uncheck it if the package is no longer valid or should be removed from your current offerings.
Note: Looking for guidance on which package type is right for your club? See Package Types and Best Practice Examples for real-world examples of purchasable packages, recurring monthly packages, one-time welcome packages, and guest pass packages.
Court Time, Lessons, Event Categories, All
At the bottom of the page, you’ll find a form with four tabs. Use these tabs to specify which club activities—such as court time, lessons, or event categories—can be redeemed using this package. You can include one or more as needed.
Important Redemption Notes
Packages will not redeem for reservation types where the Fee Responsibility is set to "Each Player Equally."
They also won’t redeem if the setting is "Allow player to pay full or split equally" and the member chooses the split equally option.
Court Time tab
Click the Type field and select one or more options.
Set the duration. The duration options will default from your previous settings for Court Type.
Enter the punch value for this type + duration combination.
Optionally, click the Add Court Time link to add rows.
Click Save. In the example below, one punch will be deducted from an eligible member’s package each time they book an hour of Singles or Doubles Pickleball court time (assuming they use the package as payment).
Lessons tab
Click the Type field and select an option.
Set the duration. The duration options will default from your previous settings for Lesson Type.
Enter the punch value for this type + duration combination.
Select an instructor or use the ALL default.
Optionally, click the Add Lesson Type link to add rows.
Click Save.
All duration options this package is eligible to be used for should be added separately when Adding Court Time or Lesson Types.
Events tab
Click the Type field and select an option.
Set the punch value per drop-in.
Select an instructor or use the ALL default.
Optionally, click the Add Event Category link to add rows.
Click Save.
The Events tab lets system users set a punch value for a single date or drop-in date. Packages cannot be created for an entire multi-day event.
All tab
The All tab displays all of the settings for this package. System users can update or remove punch settings on this page. To add punches, open a tab and then click the Add link.
If changes need to be made to the package type after it's been sold to members, click here to learn more on Mass-Updating Packages.
ADMIN PERSPECTIVE
In the Admin Portal, you can confirm a member has a package by navigating to Member (select a Member) > Billing > Packages. Under Punches, you'll see how many they have used. On this page, you’ll also find a Sell Package button on the far right, which you can use to sell a package directly to the selected member.
Click the number of Punches link to view the package details.
You will see a summary screen of their package including total punches, punches used, and punches remaining. Other things to note:
Click Deduct Punch(es) to manually remove punches from a package.
Under Usage, you can review details such as the event, date, time, number of punches used, and the player associated with each deduction.
Under Eligible Items, view the specific items in your system that are configured to deduct punches from this package type.
When registering a Member for a session that is eligible to use a package "punch" as payment, they will initially appear as Unpaid on the admin side. When you select Pay, you’ll see the option to Pay by Package, along with the available package(s) and the number of remaining punches.
After processing the package payment, you will see how they paid from the Event List and on their Member > Billing > Packages screen.
Event List view: Cost for the event is showing 1 punch.
Note: If a Player/Member cancels an event tied to a package "punch", it will show in the TRANSACTIONS > REFUNDS > Pending Refunds. It will need to be Accepted by the admin to return the punch to the Player /Member. Example of a refund:
If a player or member is unsure why their package isn’t working as payment, start by checking the following:
Are they signing up within the package’s active time window?
Has the package expired?
Do they have any remaining punches available?
USER PERSPECTIVE
The Player/Member will see their package and the available sessions under Billing > Packages. Here is an example from the Member Portal:
Players/Members can click their package link to view details, including how many punches they have remaining and how they’ve been used.
If they’d like to purchase additional sessions, a Purchase Package button is available on this screen for any packages you’ve configured.
When a Player/Member registers for an event or reservation eligible for their existing package—and if your organization requires upfront payment—they will see the following screen, allowing them to apply their package for payment.
