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Create, Customize, Update and Manage your Design Packages
Create, Customize, Update and Manage your Design Packages
Cole Mackin avatar
Written by Cole Mackin
Updated over a week ago

In this article, you will learn how to create, customize, update and manage your design packages. The Design Packages page lets you create a new package, edit existing ones, or delete packages that are no longer offered. It also enables you to customize the Design Package page to match your branding and adjust the copy to better reflect your offering.

  1. On the Menu, click Packages to open the Payments & Packages page.

2. Find the Design Packages panel and click the Manage My Packages button.

3. You will be directed to the Edit My Design Packages page. On this page, you can manage existing packages or create a new one and update the content and redesign the My Design Packages screen. You can do the following actions under this page:

  • Show phone number?: using the Toggle icon, you can show or hide your phone number.

  • Headers: customize your headers to grab potential clients’ attention.

  • CHANGE BACKGROUND: click this button to manage the My Design Packages page’s background. This would be a perfect place to showcase one of your best portfolio pieces.

4. To create a new package, find and click the + Add an Additional Package link.

5. A new package panel will be generated. In this panel, you can specify the package details:

  • Design Package Name: By default, a placeholder will appear as the package name. Delete the placeholder and replace it with the appropriate package name.

  • Design Package Price: By default, a placeholder will appear as the package price. Delete the placeholder and replace it with the appropriate package price.

  • Charge Per Room Toggle icon:

       - Enabling this toggle will only enable the Select which rooms a client can request... field. This field lets you choose the rooms a client can request.

       - Disabling this toggle will enable the additional How many rooms does this package cover? field. This field lets you specify the number of rooms this package will cover.

  • Feature List: The list lets you add the package’s features. Simply delete and replace the placeholders (i.e. Feature 1, Feature 2, etc.) with the package features.

      - Note: you can add more features by pressing the Enter key on your keyboard after the last line.

  • Select which rooms a client can request...: Click the drop-down arrow to select which rooms a client can request.

6. After specifying the package details, select the preferred action:

  • Preview Package Page: selecting this action will direct you to a Preview page wherein you can view what the client will see. To exit the Preview page, click the Exit Preview button.

  • Save Your Design Packages: selecting this action will save and create the design package(s).

7. Update Existing Design Packages: simply edit/update the desired design package by replacing the value of each design package panel.

  • Show questionnaire panel?: using the Toggle icon, you can show or hide the Design Questionnaire. You can update the content/description in this panel to entire potential clients.

8. After updating the My Design Packages page, select the preferred action:

  • Cancel: selecting this action will revert all changes and will redirect you to the Payments & Packages page.

  • Preview Package Page: selecting this action will direct you to a Preview page wherein you can view what the client will see. To exit the Preview page, click the Exit Preview button.

  • Save Your Design Packages: selecting this action will save and create the design package(s).

To more on how to Create and Manage your Design Packages, watch the video tutorial below:


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