📦 With Packages clients can purchase multiple sessions upfront. Clients can track how many sessions they have remaining via their client profile!
Packages for Services, Classes/Workshops work differently:
Service package sessions are automatically applied when a client books online. If the business books, you can use the Package at checkout.
For Classes or Workshops, package sessions aren't applied when a client books online. The business must apply a session at check-in or checkout.
❗Clients purchase Packages online -> after selecting the date and time of their Service, Class or Workshop! They won't be able to purchase a package without booking.
Jump to a section in this Article:
Creating a Package
Start creating your first Package by following these steps:
From Settings, click on Packages
Select Add New
Enter your package information
If the category is Service, you'll want to specify which services apply to your Package or choose All Services (screenshot below).
Save
If you are connected to Schedulicity Pay, you have the option to make Packages available for online purchase. Clients are required to pay for the Package when booking online.
If the Package is available for online purchase, you can choose to limit the Package to a one-time purchase for clients (new client discount anyone? 💁♀️).
Edit a Package
From Settings, click on Packages
Click on the Package you'd like to edit
Select Edit
Make your changes and Save
Delete a Package
From Settings, click on Packages
Click on the Package you'd like to edit
Choose Delete and Confirm
Selling Packages to Clients
From an Appointment 📆
Head to the client's appointment, class, or workshop session
Select Checkout
Select Add item and then Add package
Choose the Package, and it will be added to the Checkout Details
To apply a session of this package to a service during checkout - click on the three dots next to the service and select apply a package
Continue the charging process
Sell a package without a Booking
Navigate to Quick Checkout by clicking on the $ icon along the left
Click + Add Client to tie this purchase to an existing client
Select Packages from the tab on the left -> choose the Package
Click the three dots to the right of any item to discount or remove from the cart
Click Continue
Select tender type and Complete the transaction
Adding a Package to a Client's Profile without payment
If you want to give a client a package without collecting payment. Only the Admin of the account will be able to add a package directly to a client's profile:
Navigate to the client's profile from the client list
Under Active Packages click on Add Package
Select the Package you'd like to add
Add an expiration date if applicable
Confirm by clicking "Add Package"
❗Adding packages directly to a client's profile with these steps doesn't charge the client.
When Clients purchase Packages online
Clients can buy a package when they book an appointment.
Clients will see your list of Packages after selecting their appointment, class, or workshop.
Will clients be charged for both a package and their appointment?
For Services, package sessions are automatically applied when a client books online. If the client books a service their Package applies to, they won't be charged.
For Classes and Workshops, set up Package Bypass so clients can bypass the payment requirement.
Here's what Clients see when booking online:
How do my clients use their package sessions?
Using a client's Package for a service appointment
💇 Service packages can apply to specific services or all services. If your Package is set up for Services, a session will automatically be used if the client books a service online tied to their Package!
If the service is booked on the business side a package session will not be automatically decremented. You'll want to head to checkout, click the three dots next to the amount due, and apply a package session!
Using a client's Package for a class or workshop enrollment
👯 As we're still working on auto- decrementing for Classes and Workshops, we've left control in your hands for applying package sessions to a visit. Here are the ways:
1. Check-in from a class or workshop roster
Check a client in from a class or workshop roster using the client icon with a checkmark. By clicking the checkmark, their Package will be automatically decremented.
If a client has more than one Package on their profile that applies to classes or workshops, you'll be prompted to select which Package you'd like to use. 👍
2. Use the "Checkout" button
Click into the Appointment, Class, or Workshop roster and select Checkout
Tap the three dots by the Service/Class/Workshop and select Apply a Package
Once applied, you'll see a Package Applied stamp underneath the appointment
Add additional items to charge or add a discount if needed
Click Continue to complete
3. Mark it as used in the client's profile
If a client has used sessions, and you'd like to decrement them, you can do this from the client's profile:
Head to the client's profile
Under Active Packages, select the three dots and choose Use a Session
Reports:
Active Packages
This report provides all the details for your clients packages: Client name, Package name, Price, Initial Sessions, Used Sessions, Remaining Sessions, Date expires, Date added, Added by
Click on the three lines in the upper left-hand corner and click Reports
Scroll down, and select Active Packages
Export available via upper right
Package Popularity
This report breaks down the number of each Package purchased for a date range. Expand the details for each Package, to see who purchased that Package and how many sessions are have remaining:
Click on the three lines in the upper left-hand corner and click Reports
Scroll down, and select Package Popularity
Client Package History
You can see when a package was purchased, the number of sessions used, the date each session was used and for which appointment, which provider applied the session, and the expiration date.
Here's how to check out all those details:
Head to your Client List and search the client name
Look for Active Packages -> select See All -> all Package history will pull -> click the 3 dots next to the Package
Select History
💡 Pro tip: If the number of sessions or the expiration date needs to be edited, click Edit
Can my clients see how many Package sessions they have?
Clients will be able to see the number of sessions they have remaining in any particular package they've purchased from you. Here's how:
Log in to your account
Click on the three lines in the top left and choose My Preferences
Next to the business in question, click the three dots to the right
Choose "Active Packages"