1. Ensure that you are at the organization level.
  2. Click Admin > Resources > Packages.
  3. Click Add Series Package.
  4. Click the General tab.
    Enter or select details as required.
  5. In the Services tab enter the following information:
    a) Do you want to add a redemption order?: Turn this switch on if you want guests to redeem the services in a particular order. Redemption Order enforces the guest to redeem all services of a lower order first. Thereafter, the guest can redeem services of a higher order.
    For example, if the order of services is Slimming Treatments (Order 1) and Body Treatments (Order 2), and you add a redemption order, guests must first take all the sittings for Slimming Treatments (Order 1) first. Once the guest exhausts these services only then can she start redeeming Body Treatments (Order 2).
    Tip: If you want guests to be able to redeem the services in any order at any time during the validity period, do not specify an order for the services.
    b) In the Add Service by field, select Service, Service Category, or Tag to find the appropriate services.
    c) Enter the number of sittings you want to provide in the package in the Qty field.
    Tip: If you select a Service Category and enter quantity as two, Zenoti will prompt the front-desk staff to select two services from the category when selling the package. If you select a tag and enter quantity as two, Zenoti will prompt the front-desk staff to select two services from the list of services that are marked with this tag when selling the package.

6. Click Next.
Tip: Depending on the options you turned on in the Benefits section of the General tab (that is, Service Discounts, Products, Bundled Products, Forms), you may or may not see the following tabs.
7. In the Products tab, in the Find Product by field, select Product, Product Category, or Products with the same Tag to find the appropriate products to add to the package.
8. Select the appropriate options, enter the quantity in the Qty field and click Add. The products or product categories and products with the same tag appear in the list.
Tip: If you select a Product Category and enter quantity as two, Zenoti will prompt the front-desk staff to select two services from the Product Category when they sell the package. If you select a tag and enter quantity as two, Zenoti will prompt the front-desk staff to select two products from the list of products that are marked with this tag when they sell the package.

9. Click Next.
10. In the Bundled Products tab, in the Find Product by field, select Product, Product Category, or Products with the same Tag to find the appropriate products to add to the package.
11. Select the appropriate options, enter the quantity in the Qty field and click Add.
The products or product categories and products with the same tag appear in the list.
Tip: If you select a Product Category and enter quantity as two, Zenoti will prompt the front-desk staff to select two services from the Product Category when they sell the package. If you select a tag and enter quantity as two, Zenoti will prompt the front-desk staff to select two products from the list of products that are marked with this tag when they sell the package.

12. In the Discounts tab, select a service on which you would like to offer a discount. You can either select a service from the Package Discount field or you can choose to create a new discount by clicking Create a Package Discount. Refer to the screenshots that follow.
Note: These services are not part of the package; you can use this method to encourage the guest to try out your other services by offering them at a discounted price. You can add only one service as a discount for a series package.


13. Click Next.
14. In the Forms tab, select an appropriate form that you would like to associate this series package. For example, Basic Consultation Form that gathers basic details of the guest and medical conditions, if any.
15. Click Add.The name of the form appears in the Assigned Forms section.
16. Click Next.
17. In the Centers tab, select the centers that can sell this package.
18. Enter the sale price in each center in the Sale Price column.
Note: If bundled products are included in a package and a partial payment is made, the money paid first covers the cost of the products and the remainder is calculated towards the cost of the package.
19. Select the tax group in the respective centers using the Tax Group drop-down box.

20. Click Next.
21. In the Catalog tab, do the following to promote your packages on social media.
a) Select the Show in the Webstore and mobile app checkbox if you would like guests to be able to browse for packages on your Webstore or mobile app.
b) In the Display Name field, enter the name of the package. Note: This is the name that guests see on the Webstore and on the mobile app and can be different from the name that you use to refer to the package internally.
c) In the Display Price field, enter the price of the package.
Note: This is the price that guests see on the Webstore and on the mobile app and can be different from the internal package price set at the center level.
d) In the Display Order field, enter the position that this package should display with other packages in the Webstore.
e) Select the Show Price checkbox to display the price online.
f) Select the Allow customer to book this package checkbox to allow online booking for this package.
g) In the YouTube Video ID field, enter the URL for a video related to this package.
h) Enter a Page Title.
i) Enter relevant Meta Keywords and Meta Description for the package.
This helps in faster and easier search.

22. Click Finish.
You have successfully created a series package.
Tip: After you have created a series package in this manner, you will see a new tab, Social. You can use this tab to enter Facebook announcements or Twitter Tweets.
Note: You must integrate your organization with Facebook/Twitter for this feature to work seamlessly.
23. Click Post.
The series package is now created and available for guests to buy.

Did this answer your question?