We want to make sure you're feeling comfy with both our Auto-Billing and our Packages features, so we have some handy notes in this article to make sure you're using them the best you can for your business. 🙌
Here's a quick rundown on Packages:
You can sell packages online during the booking process
You can sell packages on the client's checkout screen, or you can use the Quick Checkout feature
You specify how many sessions are associated with a package
You can create as many packages as you need
You can establish an expiration date or make them available forever
You can choose whether the package applies to service, class, or workshop bookings
Service based packages will be automatically decremented when clients book online
Class based packages will be decremented manually by you when you check a client in for class, or walk through checkout
Here's a glimpse into Auto-Billing for services:
This is not available online, so you will need to set this up on your end
You can enter and store a client's card to be charged every month and re-up their services
You establish how many services they get per month
You set how many months the client will be charged, or set it to go on forever. One auto-billing subscription can be created for all services in your account— as opposed to the ability to create several different packages
Are you wanting to offer a membership for your clients? Auto-Billing can also be set up as an Unlimited option for classes or workshops. Sweet!
What's Next?