Now that you have Package Management enabled, you can start creating your first package by following these steps in the Schedulicity dashboard:

  1. Navigate to the Settings tab
  2. Click on the Packages tile
  3. Select the "Add New" button in the upper right to get started 
  4. Enter the package name, description, the number of sessions, and price. Under the Package Category, choose whether this package applies to service, class, or workshop bookings. If you have our Payment add-on enabled, you'll also have the option to make this available for clients to buy online.
  5. If you'd like to limit this to a one-time purchase for clients, go ahead and check that box too
  6. Save your changes!

Provided that you're an admin for the account, you’ll then be ready to add the package to a client’s record on their client profile by following these steps:

  1. Go to the client's profile
  2. Under Active Packages, click on the "Add Packages" button
  3. Select a package from the drop-down menu and add an expiration date, if needed
  4. Save your changes!

Otherwise, everyone in your account can add a package deal during Checkout. If you’ve set a default expiration date, this will automatically apply starting on the date it’s linked to your client, as well. 😎 

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