Overview
A 'Package' is a set of prepaid services or account credit, which can be used toward service redemption. If vouchers are assigned to a package, a voucher is granted per service that can be redeemed with an optional expiration date. If account credit is assigned to a package, the credit is awarded to the client account for redemption toward the cost of the service(s). At checkout, a voucher can be redeemed for the cost of the applicable service, and the applied voucher is automatically removed from the client's account.
NOTE: Packages can only be created as vouchers designated for specific services or account credit (which cannot be designated for specific services). It is not recommended to use voucher-based packages for usage-based services. When creating a package with product unit vouchers, inventory for the product units will not be tracked during checkout.
Creating a New Package
Details
In Business Settings (gear icon), navigate to Packages > New Package.
Name and Description: Enter a package name and description. The description will be visible to clients when they book online.
Assign a Category: Choose a category for the package. If no categories exist, click Add Category to create one. If categories are already set up, simply select one from the dropdown. To manage categories, select Manage Categories where you can rename, delete, or create new categories. The selected category will be displayed to clients online.
Pricing
Set Package Price: Enter the price you want to charge for the package.
Enable Tax: Turn on Charge Tax to apply taxes at checkout. Tax rates can be adjusted in the Manage Location settings under Product Tax Rate.
Enable Commission: Activate Commission to reward staff members for selling the package. Commission is based on the product commission assigned to the employee profile.
Perks
You can assign perks like vouchers and/or account credits to packages, and each package can include multiple perks.
Add a Perk: Click Add Perk and choose either Vouchers or Account Credit from the dropdown menu.
Vouchers:
Select Vouchers to add a prepaid certificate that clients can redeem for services.
Use the search feature to find services by name or apply filters to search by category.
Select the services you want to include in the package, then click Save and assign the voucher quantity.
Set Voucher Expiration: Enable Expires to set an expiration date for vouchers. Options include a set number of months or years after the vouchers are issued.
Account Credit:
Select Account Credit to assign credits that can be used toward purchases. These credits are applied to the client's account under Payment Methods > Credits.
Credits are automatically added when a package is purchased.
NOTES:
Account credits will be combined with any service deposit credits (if applicable). They cannot be restricted to specific services or set to expire. For more details, refer to the Account Credit support article.
The vouchers use "OR" logic, meaning clients can choose from any of the linked services. If you want "AND" logic, where clients can redeem multiple services, you’ll need to create separate voucher perks.
Vouchers cannot be applied to usage-based services.
Locations
You can modify location-specific package settings either for individual locations or through bulk editing. These settings allow you to choose which locations offer the package for purchase and adjust variables such as availability, pricing, taxes, and online sales.
To adjust these settings:
Select Manage to open the location settings.
Enable or disable the plan at each location.
Enter location-specific prices and/or tax rates as needed.
Use the toggle next to each location name to enable or disable online sales for that location.
Bulk Edit Location Settings
To bulk edit location settings, check the box next to each location you want to modify, then click Edit. You can adjust the price, tax rate, active status, and online sales for all selected locations at once. Any changes made will apply to all locations you've chosen.
Selling a Package
Packages can be sold both in-store and online. When purchasing online, clients must buy the package separately from booking an appointment. In-store, packages can be sold as a stand-alone retail item or added to an existing order.
In the checkout window, search for and add the desired package.
Complete the checkout process as usual.
Note: For packages with vouchers, service commission is calculated when the voucher is redeemed if the service is commissionable, not at the time of sale.
Verifying a Package
Once a package has been successfully purchased, the associated vouchers appear in the "Payment Methods" tab on the purchaser's Client Profile.
Package Reporting
Boulevard offers package focused reports to help you dig deeper into understanding package performance.
Report Name | Description |
Package Sales | The package sales report provides total package sales by order including count, dollar amount, and tax. |
NOTES:
Vouchers associated with a package are not shareable. To manually transfer a package, you can refer to Managing Vouchers.
Clients can view their existing vouchers from the client portal. The portal will display the number of redeemable vouchers, the applicable services, and the expiration date if one has been set. For more on the client portal, check out thisarticle.