Package Management is a handy feature included in our Unlimited Plan, where you can sell, manage, and decrement session-based packages for your clients. Packages are a great way for clients to purchase multiple sessions up front, allowing you and your clients to easily keep track of how many sessions they have remaining directly from within the client profile.

When a client is checked in to a Class or Workshop, their packages can be quickly decremented, and you can easily sell and use packages during the checkout for service-based appointments as well. 

Creating a Package

If you don't already have the Unlimited Plan, first get that going by adjusting your subscription. You can start creating your first package by following these steps in the Schedulicity dashboard:

  1. Click the three lines on the upper left-hand corner and click Settings

  2. Click on the "Packages" tile

  3. Select the "Add New" button in the upper right-hand corner

  4. Enter the package name, description, 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 specify 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 are connected to Schedulicity Pay or Stripe, 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 to limit the package to a one-time purchase for clients (new client discount anyone 💁‍♀️).

Once you've completed these steps, be sure to hit the Save button to wrap things up. 👌

What's Next?

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