Editing Packages in the Package Interface

You can easily update pricing, modify the included services, or adjust the duration of a package by editing it directly from the package interface. Additionally, you have the flexibility to modify the number of credits included in the package as well as its expiration period. In this article, we will walk through the steps to edit packages from the package interface. 

Things to know:

• The ability to edit packages is controlled by the 'Access Packages' access control setting
• By default, changes made to a template are not retroactive. Updates typically only apply to packages purchased after the changes are saved. If you need to update packages that clients have already purchased, the "Enable Package Bulk Updater" hidden setting must be toggled on. Please contact support@mytime.com to enable this for your account.
• When you choose to update existing client packages, the system manages the transition based on the specific type of change made to your template:
• Group Replacement: If existing credit groups are removed and new ones are added, the system zeros out the old groups on previously purchased packages and creates the new configuration from scratch. Example: You replace a "Yoga Class" credit group with a "Meditation Session" group. A client’s remaining Yoga credits are removed and replaced with the full amount of Meditation credits.
• In-Place Updates: If you modify the details of an existing credit group (such as changing the eligible services), the system updates that group directly. Example: You update a "Massage" credit group to include a new "Aromatherapy" service. Clients who already own the package can now use their remaining credits for the new service.
• Quantity Adjustments: If credit quantities are changed, the system creates manual adjustments to ensure the client’s balance remains accurate relative to the new template. Example: You change a "10-Session" package to an "8-Session" package. For a client with 5 credits remaining, the system applies a -2 adjustment so their new balance is 3, matching the new 8-session standard.
• Global Packages: Managed at the parent level. Updates to items, credits, or validity will sync across all locations and child accounts.
• Local Packages: Managed at the child account level. Changes made at one location will affect all other locations within that specific child account.
• Editing the credit quantity in a package template will not automatically alter existing balances shown in the Package Balance report.
• By default, package credits do not apply to items with a $0 value. However, if the “Should generate bundle purchase usage for items with price $0” hidden setting is enabled, the item credit will be applied.
• Prices can be set per individual location or by location group. If no price is defined for a selection, the system will display SET PRICE. Note that if individual locations within a group have unique prices, a separate price must still be configured at the location group level for it to appear when that group is selected.

 CONTENTS

• Editing Packages
• Update Existing Client Packages

Editing Packages

1. Navigate to Business Setup > Packages
2. Select the desired location from the location dropdown
3. Locate and select the edit icon next to the package you wish to edit
4. Here you can edit the following on the 'General Setting' page: 
   • Package Name: Choose a clear and descriptive name for your package. This name will be displayed to clients across multiple platforms, including the booking widget, express checkout, and guest app (if applicable). A good name helps clients quickly understand the package’s contents or purpose. Keep the name short, specific, and aligned with your branding.
   • Description: Provide a description for each package to help clients understand what it includes. This description will be visible to clients browsing packages online.
   • Expiration: Define how long the package is valid after purchase:

   • Indefinite: The package never expires.

   • Term: The package expires after a set number of days, months, or years.

   • Validity: Specify who can use the package:
   • Only the purchasing family members or pets
   • Shared among the client and all family members/pets on the account
   • Enable Online Purchase: Allows clients to buy the package via the booking widget, package purchase widget, or your white-labeled Guest App (iOS and Android). Note: If disabled, the "Hide Package from Booking Widget Menu" option becomes unavailable.
   • Hide Package from Booking Widget Menu: Controls whether the package appears online in the booking widget, express checkout, or guest app.
   • Yes: The package is hidden from the online menu and not visible or purchasable by clients through these channels. However, it can still be accessed and purchased via a direct (deep) link. This is useful for exclusive offers for selected clients or groups.
   • No: The package is visible and available for all clients to view and purchase online.
   • Can Only Be Purchased Once Per Client: If enabled, each client can buy the package only once.
   • The package won’t appear in the list when the client signs in to the booking widget if already purchased.
   • Attempting to repurchase via POS will trigger an error message: “This package can only be purchased once per client.”
   • This message may also appear if the package was added multiple times to a ticket.
   • Staff Commission: Choose how staff commissions are calculated for package items:
   • Based on the retail price (regular service/product/class price)
   • Based on the discounted package price (package total divided by the quantity of item credits
5. On the 'Package Item' page, you can click the edit icon next to the package item you wish to edit if there is more than one
6. Here you can edit the items included in the package, the quantity of these items, the price, and the locations where the package should be available 
7. Click 'Done' and then save the package

Update Existing Client Packages

When the Package Bulk Updater hidden setting is enabled, you can retroactively apply changes made in your package templates to clients who already own them. After making changes to a package template and clicking Save, the system will prompt you to choose whether those changes should also apply to previously purchased packages.

To update packages for existing clients:

1. Navigate to Business Setup > Packages
2. Select the desired location from the location dropdown
3. Locate and select the edit icon next to the package you wish to edit
4. Update the package template as needed
5. Click Save
6. A prompt will appear asking if you want to apply the changes to packages purchased in the past.
7. The Edit Existing Packages modal will open. Choose one of the following options:
   • No – Saves the updated template and returns you to the package main page. The changes will apply only to packages purchased after the update.
   • Yes – Allows you to select which updates should be applied to existing client packages.
8. If you select Yes, choose at least one of the following update options: 
   • Apply Package Settings Updates: This updates the validity and expiration dates on all active client packages based on your new settings.
   • Apply Package Items Updates: This updates the specific items, quantities, and categories included in all active client packages to match the new configuration. 
9. Click Save to continue
10. A confirmation modal will appear

Once confirmed, the changes will take effect immediately for all clients who currently have an active (non-expired) version of that package.
Viewing Applied Updates

You can review these changes from the package template. To view the updates:

1. Click the Edit icon next to the package to reopen the package template
2. Click the View Package Updates button in the top-right corner of the page
3. The Package Updates modal will appear, displaying:
   • A summary of the changes made
   • The name of the user who applied the update
   • The date and time the update was made
4. Under the Download column, you can select the CSV or PDF links to export a list of clients whose packages were updated. If the package has never been purchased, the Download column will display Pending.

For more information, contact us at support@mytime.com or (385) 233-6964.

Related Articles:

• Global Packages
• Configure Packages for Clients
• Configure Packages For Family Members
• Configure Packages for Pets
• Adding Packages for Clients
• Adding Packages for Family Members
• Adding Packages for Pets on Client Profile
• Deleting Packages