Packages

Related article: Managing Vouchers

Overview

A 'Package' is a pre-paid series of services, however each package is setup as a product. Each service in the package becomes a redeemable voucher with an optional expiration date. At checkout, redeeming a voucher will zero out the price of the applicable service and the applied voucher will automatically be removed from the client's account. 

Creating a New Package

Before a package can be sold, it must first be created as a product.

1. From the Business Settings (gear icon) head to Products > New Product
2. In the Description field, add the package details
3. In the Retail Price field, add the total package price
4. Select 'This is a package'                          
5. Choose an expiration date for the vouchers (optional)   
6. Add the service(s) and number of vouchers to be included
7. Click Save
8. Head to the location-specific options (below) for further customization

Location-Specific Package Options 

As with all products, after a package has been created at the business level, certain options like online book-ability, tax rate, and custom prices can be modified at the location level. 

1. Head to Manage > Products
2. Find and select the package
3. In the Edit Product window select or unselect desired options
4. Click Save Changes

Selling a Package

Packages are sold in-store by the business and can also be made available for purchase online. When sold online, clients must purchase the package separately from booking an appointment. In-store, packages can be sold a-la-carte in a retail-only order or added to an existing order. 

1. In the checkout window, search and add the desired package
2. Checkout the order as usual

Verifying a Package

Once a package has been successfully purchased, the associated vouchers will appear in the "Payment Methods" tab on the purchaser's Client Profile.