A package can include a combination of multiple services, products, and classes. Packages can be offered for sale online through the booking or package purchase widget, or from the MyTime white-labeled Guest App for iOS and Android. In this article, we will walk through the process of setting up your packages.
Things to know:
- 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).
- A package is considered “used” after the ticket is closed OR after the appointment/class session has been completed, whichever comes first.
- Once a package is used, it can only be refunded if the “Allow refunding packages even after they have been used” setting is enabled.
- If the price of an item covered by a 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.
- The package configuration page is access controlled and requires the Access Packages permission to be turned on in order for staff members to have access.
Here are the steps in setting up packages:
1. To set up a package, go to Business Setup > Packages tab
2. Select the location or location group in the location filter
3. Click on the +Add New Package link
4. Here you will be able to add:
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Package name
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Add a description for each package that is visible to clients browsing your packages online.
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Add the validity period. It can be indefinite which means it will never expire, or you can set it to expire in X days, months, or years.
- Specify whether the package can be used by an individual family member or by all family members
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Set whether it can be purchased through the booking or package purchase widget, or from the MyTime white-labeled Guest App for iOS and Android by enabling the "Enable Online Purchase" option.
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Can only be purchased once per client: When this is set to ""Yes,"" clients can purchase the package only once.
- If the client has already purchased the package, it will not be displayed in the list of available packages for purchase online.
- If the client has not signed in to the booking widget, the package will be displayed in the list. However, once signed in, it will no longer be visible.
- If the client has already purchased the package, an error message stating "This package can only be purchased once per client" will appear in POS when the 'Take Payment' button is selected to repurchase the same package.
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Determine if the staff commission for items in a package should be calculated on the regular service/product/class price (retail price) or the discounted package price (price per item in each group).
5. Once you have added the details, select the Next button.
6. Click on the +Add Package Items link.
7. Add as many items as you like to the package. You can add only services, only products, only classes, or a mixture of all three.
To add a service:
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Click on the + Add Package Items link
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Choose the services option from the first dropdown menu
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Choose a service category from the second dropdown menu
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Choose the service variation from the third dropdown menu
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Add the quantity
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Add the price
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Add the location
The same steps can be used to add a product or class to the package.
To add a product:
- Click on the + Add Items in Package link
- Choose the product option from the first dropdown menu
- Choose a product category from the second dropdown menu
- Choose the SKU from the third dropdown menu
- Add the price
- Add the quantity
To add a class:
- Click on the + Add Items in Package link
- Choose the classes option from the first dropdown menu
- Choose a class category from the second dropdown menu
- Choose the class variation from the third dropdown menu
- Add the price
- Add the quantity
After you have added all your items in the package, don't forget to select done on the modal and then save on the main page.
The package you created will be visible under the Products tab in POS and on the booking widget / express checkout and consumer apps.
POS
Booking Widget
Check out other articles on how you can schedule appointments and classes, and purchase products covered by a package here.