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How do I use Package Management?
How do I use Package Management?

Add a package, creating a package, selling packages, applying packages

Mikayla avatar
Written by Mikayla
Updated over 4 months ago

πŸ“¦ 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:

  1. From Settings, click on Packages

  2. Select Add New

  3. Enter your package information

  4. If the category is Service, you'll want to specify which services apply to your Package or choose All Services (screenshot below).

  5. Save

Image of package creation

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? πŸ’β€β™€οΈ).

Edit a Package

From Settings, click on Packages

  1. Click on the Package you'd like to edit

  2. Select Edit

  3. Make your changes and Save

Delete a Package

From Settings, click on Packages

  1. Click on the Package you'd like to edit

  2. Choose Delete and Confirm


Selling Packages to Clients

From an Appointment πŸ“†

  1. Head to the client's appointment, class, or workshop session

  2. Select Checkout

  3. Select Add item and then Add package

  4. Choose the Package, and it will be added to the Checkout Details

  5. 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

  6. Continue the charging process

Sell a package without a Booking

  1. Navigate to Quick Checkout by clicking on the $ icon along the left

  2. Click + Add Client to tie this purchase to an existing client

  3. Select Packages from the tab on the left -> choose the Package

  4. Click the three dots to the right of any item to discount or remove from the cart

  5. Click Continue

  6. 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:

  1. Navigate to the client's profile from the client list

  2. Under Active Packages click on Add Package

  3. Select the Package you'd like to add

  4. Add an expiration date if applicable

  5. 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

πŸ’‡ 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

πŸ‘― 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. πŸ‘


2. Use the "Checkout" button

  1. Click into the Appointment, Class, or Workshop roster and select Checkout

  2. Tap the three dots by the Service/Class/Workshop and select Apply a Package

  3. Once applied, you'll see a Package Applied stamp underneath the appointment

  4. Add additional items to charge or add a discount if needed

  5. 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:

  1. Head to the client's profile

  2. 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

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

  2. Scroll down, and select Active Packages

  3. 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:

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

  2. 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:

  1. Head to your Client List and search the client name

  2. Look for Active Packages -> select See All -> all Package history will pull -> click the 3 dots next to the Package

  3. Select History

πŸ’‘ 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:

  1. Log in to your account

  2. Click on the three lines in the top left and choose My Preferences

  3. Next to the business in question, click the three dots to the right

  4. Choose "Active Packages"

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