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.
Use Cases: Members use punches to pay for lessons, court time, and/or event registrations. Clubs can also benefit by using Packages since this would lower payment processing fees (by reducing the total number of payments handled) and better cash flow by collecting revenue upfront for planned activities.
PREREQUISITES
The Packages tool is a $15 monthly add-on.
SETUP REQUIREMENTS
Log in to the admin dashboard.
Click Settings on the side menu.
Scroll down to the Add-Ons row.
Click Manage Add-Ons. A new page displays.
Enabling the feature
Scroll down to the Packages row. Check the box to enable this feature.
Read the terms in the popup window. If acceptable, click I Agree.
After the disclosure has been agreed to, a Setup button will appear. Click the button. The Packages page displays in a new browser tab.
When the system user enables the Packages tool, two icons will be added SETTINGS > BILLINGS 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)
Price - Set the package cost. (required)
Allow Package to be Used While Unpaid - If enabled, the customer can use a punch from the package before payment has been collected. The default setting is disabled.
Package Category - This option field will be hidden if the system user does not create any Package Categories. If enabled, click the field and select a tag.
Package Can Expire - If enabled, the package becomes invalid after a period of time. To enable an expiration period, check the box and use the drop-down menus to set the time period.
Total Punches - Total number of units in the package. 1 punch = 1 unit.
Is Active - Use this checkbox to enable or disable the package (e.g. a summer season package).
Court Time, Lessons, Event Categories, All
At the bottom of the page, use the form with four tabs to include one or more club activities that can be punched with this package.
Court Time tab
Click the Type field and select one or more options.
Set the duration.
Enter the punch value for this type+duration combination.
Optionally, click the Add Court Time link to add rows.
Click Save.
Lessons tab
Click the Type field and select an option.
Set the duration.
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 button.
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.
VIDEO TRAINING & RELATED WEBINARS
Watch a video and learn how to create a package.