Package Overview

Modified on Fri, 21 Feb at 11:01 AM

Packages enable businesses to offer bundled services, classes, or products at a discounted rate, enhancing the value for clients and fostering long-term loyalty. This article provides an overview of how packages work, including how to configure them, their usage rules, and purchase limitations..

Things to Know:

The ability to configure packages is controlled through the "Access Packages" access control setting.
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 an item covered by a package has a $0 price, the package won’t apply unless the hidden "Generate bundle purchase usage for items with price $0" setting is enabled.
A package is considered "used" once a ticket is generated or after the appointment/class session has been completed.
For appointments booked online, package items are marked as used once the ticket is closed.
When configuring packages for family accounts:
- Individual Family Member: The package is limited to the selected family member at the time of purchase.
- All Family Members: The package can be used by the primary client or any family member.
When configuring packages for pet accounts:
- Individual Pet: The package is limited to the selected pet.
- All Pets: The package can be used by the primary client or any of their pets.
If the "Can only be purchased once per client" setting is enabled, clients can only purchase the package once. If already purchased, the package will not appear online for signed-in clients and will show an error in the POS: "This package can only be purchased once per client."
Once a package item credit is used or manually removed, the option to delete the package is no longer available on the client profile.
For franchise businesses, global packages can only be deleted at the parent level, while local packages can only be deleted at the child level.
Deleting a global package at the parent level will remove it from all child locations.
For child accounts with multiple locations, deleting a package from one location will remove it from all locations.
The package balances report shows the remaining items in each active package. For more details, see the related section here .
If a package is used for an appointment that is later canceled, the package credit will be automatically refunded