📝 Overview
This article explains how to create, sell, and redeem packages through the software. Packages allow you to bundle services and products into prepaid, discounted, or time-limited offerings for your clients. For example, you can create a multi-session package or a membership, improving customer convenience and loyalty.
🛠️Create Packages
These instructions show how to create a new package in the software. You’ll learn how to enter package details, add services or products, set quantities, enable automatic redemption if needed, and save the package for use.
🖥️ Website
Click the arrow to learn how to create a package on the website.
Click the arrow to learn how to create a package on the website.
From the software, click More and select Packages.
Tap the + icon in the bottom-right corner.
In the Package Info section, enter:
Name of the package
Price
(Optional) Category
Under Services & Products, search and add items to include.
Adjust Quantity if multiple of the same service is offered.
(Optional) Toggle Automatically redeem 1 service at purchase if needed.
Tap Save to confirm.
📱Mobile App
Click the arrow to learn how to create a package on the mobile app.
Click the arrow to learn how to create a package on the mobile app.
From the bottom navigation bar, tap More (⋯).
Select Packages.
On the Packages screen, tap the + button in the bottom-right corner.
On the Add Package screen enter the package details:
Name (required)
Category (optional)
Price (required)
Add items to the package:
Tap + Add a Service.
Tap+ Add a Product.
Set item quantities:
Quantity to Purchase = Total number included in the package.
Default Quantity to Use = How many are redeemed upfront.
Review all details and tap Save.
💵 Sell a Package
These instructions show how to sell an existing package to a client. You’ll learn how to create a ticket, select the purchasing client, add the package to the ticket, and either schedule or proceed to checkout depending on whether auto-redemption is enabled.
🖥️ Website
Click the arrow to learn how to create a package on the website.
Click the arrow to learn how to create a package on the website.
Create a ticket via the + icon or by opening an appointment pop-up.
Select the client who is purchasing.
Under Add Items, search and select the package.
Tap Schedule to apply it.
If auto-redemption is on, one service is scheduled immediately.
To sell without redeeming, proceed to Checkout and remove services as needed.
📱Mobile App
Click the arrow to learn how to create a package on the mobile app.
Click the arrow to learn how to create a package on the mobile app.
Create a ticket via the + icon or by opening an appointment pop-up.
Select the client who is purchasing.
Under Services and Products, click Show More.
Choose Add Package.
Select Book Appointment.
🎫 Redeem a Package
These instructions explain how to redeem a package on the website. You’ll learn how to create a ticket, select the client, apply the package service, schedule it, and then complete checkout where the redeemed service will display as $0.
🖥️ Website
Click the arrow to learn how to create a package on the website.
Click the arrow to learn how to create a package on the website.
Create a ticket via the + icon or appointment pop-up.
Select the client.
If the client has remaining package services, choose Redeem Package under Add Items.
Pick the service to redeem.
Tap Schedule.
After service completion, go to Checkout. The redeemed service will show as $0. The employee performing the service will receive commission on the redemption if applicable.
📱Mobile App
Click the arrow to learn how to create a package on the mobile app.
Click the arrow to learn how to create a package on the mobile app.
Create a ticket via the + icon or by opening an appointment pop-up.
Select the client who is purchasing.
Under Services and Products, click Add Service.
Under Purchased, choose the package service you would like to redeem.
Choose which quantity to redeem and click Redeem Services.
Select Book Appointment.
❓ FAQs
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions.
Click the arrow to view frequently asked questions.
How is commission calculated for package sales?
Click the arrow to view the answer
Click the arrow to view the answer
Commission is applied when the service is performed, not when the package is sold.
Can I edit a package later?
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Click the arrow to view the answer
Yes, packages can be edited after they have been created on the Packages page found under More in your menu.
Do packages expire?
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Click the arrow to view the answer
No, packages will not expire. The remaining package services/products will remain on the clients profile until used or manually cleared.
Will voiding a ticket remove the items from the clients profile?
Click the arrow to view the answer
Click the arrow to view the answer
No, voiding a ticket will not automatically remove any services or products tied to a package. Those items must be manually adjusted. To do this, create a ticket for the client to "redeem" the remaining package items. Once the redemption is applied, close that ticket using Custom at checkout. After the transaction is finalized, you can then void the original ticket to ensure everything is properly recorded.
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