Packages Overview

Modified on Wed, 17 Dec at 10:11 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 by the "Access Packages" access control setting
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 main client or any family member
When configuring packages for pet accounts:
Individual Pet: The package is limited to the selected pet at the time of purchase
All Pets: The package can be used by the main client or any pet on the client profile
The system prioritizes applying credits to individual family members or pets first, followed by credits applicable to all family members or pets. Credits are applied on a first-in, first-out (FIFO) basis to ensure correct usage order.
Packages cannot be limited to specific locations and can be used across all locations
A package is considered “used” once:
A ticket is saved or closed,
The appointment or class is completed, or
The scheduled appointment or class time has passed
Once a package is used, it can only be refunded if the “Allow refunding packages even after they have been used” setting is enabled
By default, package credits do not apply to items with a $0 value. However, if the “Should generate bundle purchase usage for items with price $0” hidden setting is enabled, credit will be applied to these items.
If the "Can only be purchased once per client" setting is enabled, clients can purchase the package only once. If already purchased, the package will not appear online for signed-in clients and will show the following 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
If an appointment using a package is later canceled, the package credit will be automatically refunded
For franchise businesses:
Global packages can only be deleted at the parent level. Deleting a global package at the parent level removes it from all child locations
Local packages can only be deleted at the child level. For child accounts with multiple locations, deleting a package from one location removes it from all locations
The Package Balances Report shows the remaining items in each active package. For more details, see the related section here.
Package expirations occur at 11:59 PM in your business’s local time zone

For more information, please contact support@mytime.com.

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