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 primary client and family members. This can be configured on the package setup page.

Things to know:

• The ability to configure packages for family members is managed through the 'Access  Packages' access control setting. 
  
  • Package Configuration Options:
    
    • Individual Family Member: If selected, the package benefits apply only to the family member for which the package was purchased.
    • All Family Members: If selected, the package benefits can be used by any family member on the client profile.
    • Can only be purchased once per client: If this option is set to "Yes", clients can only purchase the package once.
      • If the client is not signed in to the booking widget, the package will appear in the available list. However, once signed in, it will no longer be visible if already purchased.
      • If the client has already purchased the package, it will not appear in the list of available packages for purchase online.
      • If attempting to repurchase an already purchased package in POS, an error message will appear stating, "This package can only be purchased once per client."
• Location Availability:
  • Packages cannot be restricted to specific locations and are available across all locations.
• Item Group Prices: 
  • Each item group price can be set individually. Package and item group prices may vary by location or location group.
    
• Package Use:
  • A package is considered “used” after the ticket is closed or after the appointment/class session is completed, whichever happens first.
  • Once used, a package can only be refunded if the “Allow refunding packages even after they have been used” setting is enabled.
• Each item group price can be set individually. Item group and package prices can differ by location or location group.
• Revenue for appointments, classes, or products covered by a package is based on the price per item (price per group/quantity). 
• If the price of an item covered by the package is $0, the package will not apply to the item unless the "Generate bundle purchase usage for items with price $0" hidden setting is enabled.
• When purchasing packages online, clients can buy multiple quantities of the same package if the All Family Members setting is selected. This feature is controlled by a hidden setting that can be activated by the MyTime team. To enable this feature, contact the MyTime Support Team at support@mytime.com. Note: If the "Can only be purchased once per client" option is enabled, clients will not be able to purchase multiple quantities.
  
• If a service qualifies for package credit redemption at the time of booking, the package credit will be applied when the ticket is saved, even if the package expires before the appointment date.
• If a package price is configured for one location in a child account but not for another location within the same child account, the package will not be available for selection or purchase at the location without a configured price.
  

  
  

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