Configure Packages For Family Members

On accounts with family members activated, you have the ability to determine if the packages can only be purchased and used by family members OR by the main client and family members. This can be configured on the package setup page.

Things to know:

• The ability to configure packages is managed through the Access Packages access control setting.
  
• Each item group price can be set individually. Item group and package prices can differ by location or location group.
• Packages cannot be restricted to a specific location—they are available for use across all locations.
  
• A package is considered “used” once a ticket is generated or saved, after the appointment is completed, or if the scheduled appointment or class time has passed.
• Once a package is used, it can only be refunded if the “Allow refunding packages even after they have been used” setting is enabled.
• 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.
• When appointments for family members of multiple clients are checked out together on the same ticket, package credits from one client can be used to cover services for all clients on that ticket. This functionality is controlled by the "Allow membership item credits/package items to be usable for different clients on the same ticket" setting in the POS section.
• Revenue for appointments, classes, or products covered by a package is based on the price per item (price per group/quantity).

To configure family member packages:

1. Go to Business Setup > Packages tab 
2. Select the location where you want the package to be sold in the location filter
3. Click on the +Add New Package link
4. Enter all the package details on the General Settings tab
5. Select Individual Family Members for the Valid For option 
6. Add pricing and package benefits on the respective tabs
7. Save

Once created, the package can only be used by the family member selected when the package was purchased.

Related Articles:

• Changing Associated Family Member on Existing Packages
• Appointments in Package
• Revenue for Appointments, Classes, and Products in Package
• Commission on Appointments, Classes and Products in Package
• Selling Packages for Family Members in POS
• Purchasing Packages for Family Members on Booking Widget