Note: This feature is available for Pro and higher subscription packages and can only be managed through the Business Owner account.
Navigating to the Packages Page
To access packages:
Go to the left-side menu under Business Setup.
Click Packages.
Adding a New Package
Click the Add New Package button at the top-right corner of the page.
Define the following during creation:
Package price
Number of sessions the client can use
Discount per session
Next, select the services you want to include in the package.
Once successfully created, the package will appear on the Packages page.
Editing or Disabling Packages
Business users can always edit existing packages.
Changes to the package or service associations will affect the existing package records.
To disable a package, change its Status from Active to Disabled.
Existing package records will not be affected if the package is disabled.
Creating a Package Record for Your Client
Businesses can assign a package record to a client with or without invoicing it.
Assign and sell a package
Navigate to the client page > Click Add invoice.
In the invoice, select the Package tab
You will see a list of package templates, which can be added as a line item to the invoice.
By publishing the invoice, a package record will be created for the client
Assign a Package Without Invoicing
Search for the package name in the list.
Go to the package → Package Record tab → Assign Package.
Note:
Businesses can always add an unpaid package record to the invoice to be paid later.
Edit package record
Business users can edit a package record to:
Extend the expiry date
Update the number of sessions
Change the value of discount per session
Change the status to Cancelled
Note: Cancelled records cannot be reactivated.
Package Redemption on the Calendar
During the booking process, any assigned packages related to that service will appear in the Packages field.
Press Save to book the appointment with the package.
Notes:
When you book a related service, the package record will be redeemed, using one package session, regardless of the booking status.
The package discount will automatically apply to the price of associated services.
Editing a Booking with a Redeemed Package
If a package has expired or been cancelled, it will be removed when editing a booking.
Packages will also be removed if the booking is marked as No-Show or Cancelled.
Package Redemption on the Widget
Packages will automatically be redeemed when a client books an appointment online.
