INTRODUCTION
Feature Summary: System users can sell packages directly through CourtReserve to offer flexible payment options and manage member benefits.
Use Cases: Packages can provide members with discounted rates while helping the club improve cash flow and streamline billing.
PREREQUISITES
Know how to create a package.
SETUP REQUIREMENTS
To sell a package to a member, a system user should follow these steps from the admin dashboard:
Log in and open the member’s account page.
Click the Billing tab.
Select the Packages tab.
Click the Sell Package button.
Selling Packages: Individuals vs. Families
There are two ways to sell a package in CourtReserve: to individuals or to families.
Individual Package Sales
When a package is sold to an individual, only the assigned owner can redeem (or "punch") it.
After clicking Sell Package:
Under the Package Name field, select a package.
Confirm the package details.
You can edit the punch count (use arrows next to Punch Count) and price (use pencil icon) on this screen, if needed.
Click Sell Package.
Family Package Sales
When a package is purchased by a family member, it can be shared with some or all members of the family.
Selling to a family is similar to selling to an individual, with one additional step:
In the Assignment Type field, select Family if the package will be shared. Note: Family will only display if the Member has a Family account set up.
Click the Family Member(s) field to choose one or more family members who can use the package (default is ALL).
You can edit the punch count (use arrows next to Punch Count) and price (use pencil icon) on this screen, if needed.
Click Sell Package.
CourtReserve will add the package to the Member’s account. The summary table under the Member's Billing > Packages tab will show:
Package name
Assignment - displays the assigned owner of the package. If the package is shared with family members, it will be indicated with "(Family)."
Purchased on - date of purchase.
Payment Status
Punches - number of punches used.
Expiring On - date of expiration.
Sold By - system user that sold the package.
Understanding the Package Assignment Field
You can view a member’s packages by navigating to: Member Profile > Billing > Packages > Current.
The Assignment column indicates who the package is assigned to and who is eligible to use it.
What the Assignment Field Means
If the package was sold to an individual, the Assignment field will display that member’s name. In this case, only that individual can use the package sessions.
If the package was sold to a family, the Assignment field will display the names from the family account who are eligible to use the package. In this case, the package can be used by any linked family member who was selected as eligible to share the package at the time of purchase.
This designation determines who has access to the package punches.
Can the Assignment Be Changed?
Once a package has been purchased and assigned, the Assignment cannot be edited on the existing package. However, if a reassignment is needed (for example, changing it from an individual to a family account), there is a process to follow:
Delete the existing package from the account (use the trash icon next to the relevant package).
Repurchase the package.
During repurchase, assign it to the correct individual or family members.
Related Videos
Watch a Spark Series webinar on perfecting packages in CourtReserve.