Sell and manage packages for your clients.
With the Package Management add-on you have the ability to sell and track session-based packages for your clients. As your clients use those sessions, you can track how many they have remaining with that package. For example, you might sell a client 6 sessions for the price of 5, or simply treat it like a “punch card” for multiple sessions that they’ve already paid for.
- View and track client packages right from their client profile.
- Ability to decrement packages from appointment details and class/workshop check-in.
- Use within the business mobile app, too!
Just like payment and client text reminders, package management is another add-on, so you add it to your account only if you need it.
access your packages
Head to the “Settings” tab and click the “Packages” tile. (If you don’t see the package tile, you need to first get the package add-on under the Subscription tile!) You’ll either see a message to create your first package or will view a list of all existing packages. Here you can create, edit or discontinue packages!
apply a package to an appointment
Access the appointment in your calendar tab and click the green “Checkout” button. The blue “apply a package” button on the checkout pop-up will allow you to pick which package you want to apply and how many sessions to decrement.
add a package to checkout
If a client wants to buy a package that they can immediately apply to their purchase, click the “+ add item” and pick “Add package”. You can then apply the package to the appointment and continue checkout!
apply a package to a class/workshop
Click the class/workshop in your calendar. In the session roster, next to the enrollees, click on the green “checkout” button and follow the same steps as you would for an appointment! It’s that simple!
What it costs
As an add-on, package management is $5/month for single providers and $10/month for multiple providers. You can add or remove the package management add-on at any time and have as many packages going as you need. Get the add-on today, you’ll be glad you did, and so will your clients! I mean, who doesn’t love a good deal?
HOW TO GET THE ADD-ON
Get the package management feature added to your account in just a few simple steps!
In this page, under Add-ons, click the blue “manage” button. In the Package Management box, click the option to “add”. Then, be sure to click “save”.
Now go check it out! Navigate to Settings – Packages. You will be able to view, create and edit new packages here!
PACKAGES ON MOBILE
Manage and apply packages right in your mobile app, too!
First, make sure you have the iOS business app. You can download it on the App Store, here. Then, make sure you have the package management add-on on your account using the steps above.
For appointments, open the appointment and in the checkout, select “apply a package” and follow the steps to complete checkout.
For classes and workshops, when checking in attendees, click the “choose a package” option and follow the steps to complete check-in. Voila!