📝 Overview
Packages allow Customers to pay in advance for offerings that are deducted over a period of time. Common examples include volume discounts, prepaid services, and memberships. The Packages feature is available when subscribing to the Silver price tier or higher.
🛠️ Enabling Packages
This section explains how to enable the Packages feature so it becomes available in your account.
Click here to learn more about Enabling Packages
Click here to learn more about Enabling Packages
Click the Settings tab.
Click Packages Preferences on the left.
Set Preference #1 to Yes.
Click Update.
💡 Pro Tip: After refreshing your browser, a Packages tab will appear in the Navigation Bar of Site Administration.
➕ Creating a Package
This section walks through how to set up a new Package, including selecting the package type and defining its pricing and availability.
Click here to learn more about Creating a Package
Click here to learn more about Creating a Package
Click the Packages tab.
Select Add New Package in the top-left corner.
Enter the required and/or optional Package details.
Click Add at the bottom of the page.
✏️ Editing a Package
This section outlines how to update existing Package settings, such as Services, pricing, and status.
Click here to learn more about Editing a Package
Click here to learn more about Editing a Package
Click the Packages tab.
Select Edit Packages.
Select the Package name you want to edit.
Make the necessary edits then click Update.
🏷️ Package Field Definitions
This section defines each field used when creating or editing a package to help ensure accurate setup.
Click here to learn more about Package Field Definitions
Click here to learn more about Package Field Definitions
Name: The name of the package (for example, 10 Session Package).
Type: There are three package types:
Number of Sessions: Appointments in this type of session count against the total number of sessions on the Package. This type of Package is typically used when you want to discount a bundle of sessions instead of having your customers pay for each session individually at cost.
Amount: A prepaid dollar amount that is reduced based on the cost of each appointment.
Number of Days: A time-based package valid for a specific number of days (for example, 30-Day Membership). The system tracks days elapsed from assignment.
Total: The total price of the package.
Number of Sessions (if applicable): The number of sessions included in the package.
Price Per Session/Month (if applicable): The cost per session or per month.
Number of Days (if applicable): The number of days the package is valid.
Down Payment (if applicable): The required upfront payment when purchasing the package.
Enrollment Fee (if applicable): A one-time fee paid to enroll.
Category: Displays only when using the Point of Sale (POS) plugin. Used for sales reporting.
Status:
Active: Available to assign to Customers.
Inactive: Not available for assignment or POS transactions.
⚠️ Please note: If a package is Inactive, it will not appear in package drop-down lists.
Statuses That Count as a Used Session: Appointment statuses that must be met for a session to count against the package total.
Services That Can Be Used for the Package: Services available for booking with the package.
💡 Pro Tip: Do not unassign inactive services. Doing so will return any package amount used for those appointments back to the package balance.
Expiration Date: Applies only to Number of Sessions packages and is set when assigning the package to a Customer. Expiration is based on appointment creation date, not appointment date.
🧠 Example: If a package expires in 7 days, appointments can be created during that 7-day window regardless of the scheduled appointment date. After 7 days, new appointments cannot be created using the package.
Package Tax Rates: Packages can be marked as taxable during creation or editing. Tax rates are configured in the Tax Rates section of the Point of Sale plugin.
👤 Assigning Packages to Customers
Once assigned, packages can be selected when creating appointments. There are three ways to assign a package.
Click here to learn more about Assigning Packages to Customers
Click here to learn more about Assigning Packages to Customers
Option 1
Click the Packages tab.
Select Assign Package to Customer.
Option 2
Click the Customers tab.
Select the Customer.
Click Add.
Option 3 (POS Plugin)
During a POS transaction, select a package from the drop-down list.
Click Add.
Check Add package to Customer in database.
Complete the transaction.
💡Pro Tip: Expiration dates can only be set for Number of Sessions packages and only when using Options 1 or 2.
📋 Viewing Packages Assigned to Customers
Below we will review how to view all packages assigned to a customer, including package details, usage, and expiration information.
Click here to learn more about Viewing Packages Assigned to Customers
Click here to learn more about Viewing Packages Assigned to Customers
Click the Customers tab.
Select the Customer profile.
Click List Customer Packages on the left.
You can view assigned package details, including pagination for Customers with more than 10 packages.
📅 Scheduling Appointments with Packages
When creating an appointment, Package details appear automatically if the Customer has packages assigned.
Click here to learn more about Scheduling Appointments with Packages
Click here to learn more about Scheduling Appointments with Packages
Upon scheduling an Appointment, the following Package information will be displayed:
Package name(s)
Assignment date (shown in parentheses)
Amount used
💡 Pro Tip: Click the "i" icon to view full usage information.
💳 How Customers Can Purchase Packages
Customers can purchase packages through the Customer View if online payments are enabled.
Click here to learn more about How Customers Can Purchase Packages
Click here to learn more about How Customers Can Purchase Packages
Click the Settings tab.
Click on Packages Preferences on the left.
Set Preference #2 to Yes.
Click Customer View Preferences on the left.
Set Preference #3 to Yes. (This preference must be set to Yes so Customer Packages can be tracked within their Customer profile).
💡 Pro Tip: Packages purchased by Customers are recorded as sales transactions and automatically assigned.
📊 Packages Report
The Package Report provides a list of Customers with assigned packages. This report is only available when Packages are enabled and for Headquarters or Location Administrators.
Click here to learn more about Packages Report
Click here to learn more about Packages Report
To Run the Report
Click the Packages tab.
Click Packages Reports on the left.
Select Location (if applicable), choose Package Status (All, Active, or Inactive), select package availability (All, Available, or Full), choose how to Sort (by Package or Customer).
Click Run Report.
Report Includes
Customer
Package
Assigned Date
Expiration Date
Total Cost
Used (if applicable)
Remaining (if applicable)
💸 Applying Coupons to Packages
Coupons can be applied when purchasing packages through Site Administration or Customer View. Coupons equal to or greater than the package value result in a $0 balance, not a credit.
⚠️ Please note: Taxes and Coupons require the POS plugin. If Packages are taxable, coupons apply to tax as well.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can Customers Be Required to Use a Package When Booking Online?
Click the arrow to see the answer
Click the arrow to see the answer
Yes. Customers can be required to select a package when booking online if the package is assigned or purchased. To enable this requirement:
Click the Settings tab.
Select Packages Preferences.
Set Preference #5 to Yes.
Click Update.
💡 Please Note: Customers must be required to log in. Set Customer View Preference #2 to Yes.
How to Disallow Appointments When a Package Is Fully Used
Click the arrow to see the answer
Click the arrow to see the answer
This applies only to Number of Sessions packages. To prevent overbooking:
Click the Settings tab.
Select Packages Preferences.
Set Preference #3 to Yes.
Click Update.
💡 Additional Option: To also restrict booking in Site Administration, set Preference #4 to Yes.
How to Set Which Statuses Count as a Used Session
Click the arrow to see the answer
Click the arrow to see the answer
You must designate which appointment statuses count as used sessions.
This can be configured when creating or editing a package.
Only appointments with selected statuses will reduce package availability.
🧠 Example: Commonly selected statuses include Complete and No Show.
Where does the package pull its cost from?
Click the arrow to see the answer
Click the arrow to see the answer
The cost of the package is defined during the set-up of the package. Packages are used mainly to discount services and the Client determines the set pricing for the discounted package.
Why are my packages not calculating correctly?
Click the arrow to see the answer
Click the arrow to see the answer
Number of Sessions – This is determined by the settings chosen during the creation of the package. There are options based on the status of the appointment used that would/would not apply the appointment to a package. When it comes to the total cost of the package itself when using Number of Sessions, you do not need to make any changes to the cost under the Services tab or the Staff Member. With Number of Sessions, its already adding discounted rates, and your customer will not have a balance remaining.
$ Amount – The cost of the package will be entered at time of creation. You will have the option to enter in a Total Price then a Price per Session/Month which in turn will be the cost of the package as a whole.
Number of Days – The cost of the package will be determined by the Total Price that you enter when creating the package itself. You will then enter the Number of Days that are allotted for this package and it’s total cost and this will complete the package.
Why can’t my customers see their packages balance?
Click the arrow to see the answer
Click the arrow to see the answer
This is because you will need Settings > Packages > Preference #2 set to Yes AND require your customers to login (to require a login to book an appointment, you will navigate to Settings > Customer View > Preference #3 > Yes)
How do I have my customers (single) package default to the active package in the drop-down?
Click the arrow to see the answer
Click the arrow to see the answer
You will navigate to your Settings tab > Packages > Preference #7 > Yes. This preference will only apply to those with one package (similar to Preference #6). Please keep in mind that the sort order of a package cannot be changed, if you have more than one package, it will show in the order of when they are added.
Can I automatically assign a package to a customer at time of check out?
Click the arrow to see the answer
Click the arrow to see the answer
Yes, as long as it’s purchased through the POS plugin if you’re choosing to charge. Otherwise, you can assign one to a customer through their Customer Profile free of charge.
Why are my Number of Session Packages not deducted properly from my customers profile?
Click the arrow to see the answer
Click the arrow to see the answer
You will want to make sure that you check both the Statuses and the Services within the Package and see that the right status is checked off to be counted as a used session, and you will want to make sure that the Service rendered is checked off as a Service counted towards this Session.
Do Packages work with Recurring Appointments?
Click the arrow to see the answer
Click the arrow to see the answer
Yes, with recurring appointments, as long as the package is assigned to the series during creation this will work.
Can I assign a Package to an Event?
Click the arrow to see the answer
Click the arrow to see the answer
Yes. So long as you create the Event first, you will be able to apply it to the Package during Package creation. Then from there you can assign the Package to your customer and apply it to the appointment for the Event.
If your Package is not showing up in your Make Appointment Window for the Event after assigning the Package to a customer, make sure you go into the Package > Click the + next to the name of the Event Template and click the specific Event that is included in the Package.