Creating a Package
Now that you have Package Management enabled, you can start creating your first package by following these steps in the Schedulicity dashboard:
- Click the three lines on the upper left-hand corner and click Settings
- Click on the "Packages" tile
- Select the "Add New" button in the upper right-hand corner
- 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 choose Service for the category, you will need to specific which services from the dropdown menu apply (see screenshot below). You also have the option to choose "All Services."
Here's how what things will look like in your account to select which Services apply to a package:
If you have our Payment add-on enabled, you'll also have the option to make this available for clients to buy online. And if it's available for online purchase, you can even choose limit the package to a one-time purchase for clients.
Once you've completed these steps, be sure to hit the Save button to wrap things up. 👌