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.
- Changes made to a package in the package interface will not apply to clients who have already purchased it. To edit a package from the client profile, learn more here.
- Global Packages: Changes made at the parent level to package items, the number of credits, or validity are not location-specific. Any updates made at the parent level will affect all locations across all child accounts.
- Local Packages: Changes made at one location on a child account will affect all locations associated with that child account.
- Editing the item credit quantity of a package does not affect existing package balances 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.
To edit a package from the package interface:
- Navigate to Business Setup > Packages
- Select the desired location from the location dropdown
- Locate and select the edit icon next to the package you wish to edit
- 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
- 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
- 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
Click 'Done' and then save the package
For more information, contact us at support@mytime.com or (385) 233-6964.
Related Article:
- 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
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