Appointments in Package

When scheduling an appointment for a client who has a package, selecting a service that qualifies for payment using a package item credit will cause the package label to appear. At the time of payment, the package item credit will be applied to cover the entire cost of the service. In this article, we will provide step-by-step instructions on how to schedule an appointment covered by a package.

Things to know:

• When a client books an appointment, 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
• Package Usage
  
  • By default, package credits do not apply to appointment 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.
  • In-store Bookings: A package is considered used when the scheduled appointment time has passed, or a ticket for the appointment has been generated, even if the ticket has not yet been closed. Example: Sarah books a facial service in-store for 10 AM. The appointment time passes, so the package credit is marked as used. Alternatively, if a ticket is created for Sarah’s booking before the appointment time, the package is also considered used—even if the ticket is still open.
  • Online Bookings: A package is considered used when the ticket for the appointment is either saved or closed, or when the scheduled appointment time has passed. For example, John books an online appointment for a men’s haircut at 2 PM. If his ticket is saved or closed before or after the appointment, the package credit is marked as used. Additionally, if the ticket remains open but the appointment time passes, the package is still considered used.
    
• 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 service on a ticket. For example, if checking out multiple eligible services in POS while the client has only 1 package credit, the credit will be applied to the cheapest service on the ticket. 
• Package credits will not be deducted if the appointment is marked as a no-show.
• The available in-package label will still be displayed on the appointment even when the appointment is marked as 'No-Show.
• If a package is utilized to cover an appointment and subsequently the appointment is canceled, the credit will automatically be refunded to the package benefit
• Staff commission for items 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).
• The package balances report shows the remaining items in each active package. For more information, please see here.

To schedule an appointment covered by a package:

1. Navigate to the Scheduler
2. Filter by location
3. Click on the ‘New Appointment’ button below the calendar on the left-hand side of the Schedule or on a specific time slot directly in the schedule  
4. When the appointment modal opens:
   
   • You can search for an existing client using the search field or add a new client using the icon on the right-hand side
   • Add a duration, staff, and service 
5.  Click "Save"
6. Before clicking "Save" to confirm an appointment with an applicable service, the package is automatically applied. The appointment modal will show "Available in Package" beneath the service field, and the package name will appear below the client's name. This information will remain in the same locations once the appointment is booked                                                                                                                                                                                                                          

Schedule       

Appointment Modal