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 scheduling an appointment, the package icon, along with the number of item credits used and remaining in the package, will be visible. This information will also be displayed on the appointment modal and tile immediately after an appointment is scheduled
• For appointments scheduled in store, a package is considered 'used' if the appointment time has passed, the appointment has been marked as completed, or if a ticket has been generated, even if the ticket hasn't been closed.
• For appointments booked online, package items are considered used once the ticket has been saved/closed or if the appointment is marked as completed.
• The package’s validity is based on the local time zone of the location. It remains active from the time of purchase until 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 one 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
• The package label will not be visible on appointment modals or in POS for packages that have been fully used or have expired'
  
• 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