Products in Package

In POS, clients can use package item credits to pay for products included in their package. When a product qualifies for payment with a package credit, a package label will appear, indicating that the package will cover the product’s cost. This article provides detailed guidance on how to apply package item credits toward product purchases.

Things to Know:

• When a product that is included in a package is added to a ticket, the package icon will appear, showing the number of item credits used and the remaining credits available in the package.
• The package label will not be shown in the POS for packages that are either fully used or expired
• For packages with more than 100 available credits, the tag displayed on the ticket will appear as PACKAGE USED (#X/ UNLIMITED).
• By default, package credits do not apply to products 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.
• A package is considered "used" once the ticket has been saved/closed.
  
• A package’s validity is determined by the local time zone of the location where it was purchased. The package remains active starting from the purchase time and expires at 11:59 PM local time on the expiration date.
  
• Package items follow a first-in, first-out (FIFO) consumption method. This means that items from the earliest purchased or added package will be used first when redeeming on a ticket, regardless of whether other packages in the profile have an earlier expiration date.
• Package credits are applied to the cheapest eligible product on a ticket. For example, if checking out multiple eligible products in POS while the client has only 1 package credit, the credit will be applied to the cheapest class on the ticket. 
• After a package is used, it can only be refunded if the "Allow refunding packages even after they have been used" setting is enabled
• If a package credit is used to pay for a product and the product is later refunded, the credit will automatically be refunded to the package benefit. Example:
• Package: 5-Coconut Shampoo Package
• Credits Before Purchased: 3
• Product Purchased: 10oz Coconut Shampoo (paid with 1 package credit) 
• Credits After Purchased: 2
• Product Return: When the product is refunded, 1 credit is automatically returned to the package.
• Final Balance: 3 credits (restored to the original amount)
• When refunding a product covered by a package, after the refund has been processed, the ticket amount will reflect the item's full retail price, rather than showing as $0. This occurs because the package credit is automatically returned to the client's account balance upon refund, effectively restoring the item to its standard retail price for the transaction. 
• On the client's profile, you can view their package balance as well as the history of their remaining visits for each product included in the package
• Managing Package Credits and Balances
• To ensure your records are always accurate, the system dynamically tracks every change to a client's package credits—including manual additions, manual deductions, and redemptions.
• Additions: Manually adding credits increases the size of the entire package "bucket." The package will display the newly expanded total on both the remaining and total counts (e.g., updating the cap from /10 to /15).
• Deductions & Redemptions: Redeeming or manually deducting credits only reduces the remaining count, while the original total cap stays fixed.
• Example 1: Deductions and Redemptions

  If a client has a 10-credit package and 3 credits are manually deducted, the package will display 7/10. If they then redeem 2 more credits for two products, the package will display 5/10. Staff will always see the true remaining credits against the fixed total.

• Example 2: Adding Credits Above the Original Total
  If a client has a 10-credit package and 5 credits are manually added, the package expands to display 15/15 to reflect the larger bucket. If a product is then purchased, only the remaining count decreases, and the package will display 14/15.

• Staff commission for products in packages is configured when the package is created. The commission is calculated based on either the retail price of the individual package item or the calculated package price (price of the package/ quantity of item credit). Learn more here.
• The package balances report shows the remaining items in each active package. For more information, please see here.
• When a client uses both a membership and a package for items booked or purchased together, the appointment modal and the checkout ticket will clearly display the correct, corresponding membership/package labels for each item.

To purchase a product in package: 

1. Go to POS > New Ticket 

2. Add a client who purchased a package to the ticket 

3. Select a product from the Product tab (ensure the product is qualified to be paid for using a package)

When the product is added to the ticket, the "Package" label will appear in the price field

4. At the bottom of the screen, select "Close Ticket."

A closed ticket confirmation will be displayed at the top of the screen.

Once the ticket is closed, the package count on the client profile will decrease.

For more information, contact us at support@mytime.com.  

Related Articles:

• Revenue for Appointments, Classes, and Products in Package
• Commission on Appointments, Classes and Products in Package
• Package Balances Report