Overview
This article shows you how to create a custom package in your Admin Panel. It’s designed for practice owners, managers, and admins who want to bundle multiple treatments into a single package to address a specific goal, area, or outcome for patients.
Before You Start
You must have Admin access with one of the following roles: Marketing, Manager, or Administrator.
Packages are a distinct feature in the Admin Panel and live under the Packages section.
A package includes multiple different treatments sold together for one price.
Packages use a single price per package, not per included treatment.
Step-by-Step Instructions
Create a custom package
Log in to your Admin Panel.
Go to App Builder.
Open the Quick Actions menu (orange lightning bolt) in the upper right.
Select Add package.
Add package details
Enter the Package Name.
Examples:
Wedding Countdown
Modern Weight Management
Skin Rejuvenation
Select the locations where this package is available.
Choose All Locations or select specific locations.
Set the Price per package.
Choose the Maximum Quantity of packages a patient can purchase at one time.
Add images and description
Upload one or more images for the package.
Enter a Full Description explaining what’s included and who the package is for.
Add filters and metadata
Select applicable Concerns using the dropdown.
Custom concerns cannot be added at this time.
Select applicable Body Areas.
These filters help patients find packages while browsing in the app.
Add included treatments
Click Select Treatment.
Search for and select a treatment from the list.
Enter the quantity included in the package.
Click Save treatment.
Repeat these steps to add additional treatments.
Add a package-only item (optional)
If you want to include something that should not appear in your shop (such as retail credit or a gift with purchase):
Click Select Treatment, then choose + Create a new treatment.
Enter the required details.
Click Save and add to package treatments.
Note: This creates a package-only item
Add pre- and post-care instructions (optional)
Toggle Pre & Post-Care Instructions to On.
Click Add treatment instructions.
Enter an Instruction Name (for example, “Before Your Appointment”).
Add the Instruction Description.
Click Save treatment instruction.
Repeat as needed.
Pre- and post-care instructions are package-level only and appear both before and after purchase in the app.
Save the package
Review all details.
Click Save Package in the bottom right.
Your package is now live in the Patient Rewards app.
How It Works
Packages bundle multiple treatments together under one listing.
Each package has a single price, regardless of the number of treatments included.
Patients can select how many packages to purchase, up to the max quantity you set.
Packages are filtered by concerns and body areas but do not appear as upsells under individual treatments.
Edits to packages mirror treatment behavior and apply immediately in the app.
Archiving a package hides it from the app but does not affect previously purchased packages.
Video Walkthrough
FAQs / Troubleshooting
Can I edit a package after it’s published?
Yes. Packages can be edited at any time, and updates apply immediately.
Does editing a package affect existing purchases?
No. Edits only affect future purchases.
Can packages be discounted or bundled like treatments?
No. Packages have one set price and do not use bundled pricing logic.
Where do patients see pre- and post-care instructions?
Instructions appear on the package page before purchase and in the patient’s account after purchase.
Can I limit how many packages a patient buys at once?
Yes. You can set a maximum quantity per purchase.