What is a package?

This guide will walk you through creating packages.

On the “Schedule” tab, select “Manage Packages” from the drop down.

Create a new package.

Enter the number of service appointments included in the package or check the “Unlimited” box. Next, select the service(s) that you want the package to apply to.

If “Limit Booking” is enabled, additional options to set the number of visits per day, week or month will be available. “Allow Guests” will allow a client to bring a guest to a session.

Click on the link to “Add Service Grouping”.

Repeat the steps for visits and services for the additional grouping. If alternate delivery is enabled then the visits will be assigned according to the settings you specify.

Under General Settings, name the package, set the location and staff member if applicable.

You can also customize the thank you page message, set categories, set required assessment and add a description under general settings.

If service balance is enabled, additional options will display.

Enter a one-time price or select a Stripe subscription plan.

For “Charge Behavior”, you can charge automatically or send an invoice. For Charge Automatically, the account will be automatically charged at the beginning of each billing cycle. For Send Invoice, an invoice will be created at the beginning of each billing cycle. You will be responsible for making sure the account pays the invoice.

Under Advanced Settings, you can set the expiration, enable sharing, limit purchasing, allow booking outside of expiration dates, and limit booking days.

If you want clients to be able to purchase this package at any time, make sure the “Public” box is checked. Save the package.

This guide covered steps on creating, configuring, and customizing packages.