Classes in Package

Modified on Thu, 2 Jul at 8:53 PM

When adding an attendee with a package to a class session, selecting a class eligible for payment using a package item credit will display the package label. At the time of payment, the package item credit will be applied to cover the full cost of the class session. In this article, we will provide step-by-step instructions on how you can use packages to cover class sessions.

Things to Know:

When a client books a class, 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).
Package Usage
- By default, package credits do not apply to classes 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 class time has passed, or a ticket for the class has been generated, even if the ticket has not yet been closed. Example: Sarah books a yoga class in-store for 10 AM. The class time passes, so the package credit is marked as used. Alternatively, if a ticket is created for Sarah’s booking before the class 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 class is saved and closed, or the scheduled class/session time has passed. Example: John books a painting class online for 2 PM. If his ticket is saved and closed before or after the class, the package credit is marked as used. If the ticket remains open but the class time passes, the package is also considered used.
Once a class session has ended, the system automatically consumes the eligible package credit for every enrolled client. This automated process eliminates the need for manual tracking, ensuring accurate balance counts with zero extra steps.
Retroactive Application: If a client enrolls in a class first and purchases their package after enrollment, the system will still automatically and retroactively apply their new credits once the class ends.
Automatic Consumption Exemptions: To prevent accidental credit loss, this automated process will always skip clients who are:
Marked as a No-Show
Marked as Canceled
Already checked out via a manually processed ticket
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 class on a ticket. For example, if checking out multiple eligible classes in POS while the client has only 1 package credit, the credit will be applied to the cheapest class on the ticket.
If a package credit is used to pay for a class session and the class session is later canceled, the credit will automatically be refunded to the package benefit. Example:
Package: 5-Haircut Training Package
Credits Before Booking: 3
Class Session Booked: 1- hour Haircut Training (paid with 1 package credit)
Credits After Booking: 2
Cancellation: When the class session is canceled, 1 credit is automatically returned to the package.
Final Balance: 3 credits (restored to the original amount)
When refunding a class 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.
One-Day Packages are valid only on the date of purchase. If a client attempts to use a 1-day package to pre-book a class on a future date—for example, purchasing on November 10 for a class on December 22—the system will re-validate the package when the ticket is closed. If the package has expired before the class date, the system will void the pre-booked ticket. This ensures usage limits are enforced and prevents overages.
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 class sessions, 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 credit is then used, only the remaining count decreases, and the package will display 14/15.
Staff commissions for items included in packages are set when the package is created. The commission can be calculated based on either the retail price of the individual package item or the calculated package price, which is the package price divided by the quantity of item credits. Learn more here.

CONTENTS

Schedule a Class in Package
Check out a Class In Package

Schedule a Class in Package

To schedule a class in a package:

1. Go to the Schedule

2. Filter by the desired location, date and staff

3. Locate and select the class/event on the schedule
Schedule-MyTime (4).png
4. Select the "View Attendees" button

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5. When the roster opens, select "Add Attendee"

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6. From the "Add Attendee" modal, you can search for an existing client using the search field or add a new client using the "Add Client" icon on the right-hand side

7. Select the "Add" button at the bottom of the modal

Schedule-MyTime (21).png

8. The client will then be successfully added to the class/event session. If the class or event is covered by a package, the "Available in Package" label will appear for the client beneath the "Payment" column on the class roster.

Schedule-MyTime (22).png