Series Packages are packages that offer a set of services and products, usually at a discounted price. Such packages have an expiry date - guests need to avail all the services of the Series Package within this time.
Note: As part of the package, you could sell products such as a shampoo, conditioner, creams, and oils.
Important: You can sell a Series Package only from the POS (Point of Sale). Guests can avail services in a Series Package only after making either full or partial payment.
Before You Begin
Before you begin, verify that the following configurations are in place:
- You should have already created a Series Package at the Organizational level. Read: Set Up A Day, Series or Promo Package
- You should have already created Package Categories. Read: Create a Package Category
To sell a series package when a guest pays the full amount:
- Launch POS using one of the following methods:
a) Click the POS icon on the top right corner of the Appointment Book.
b) Click anywhere on the Appointment Book and select Point of Sale from the list of options.
The Point of Sales window opens.
- In the POS window, enter the guest details as follows:
a) If you have opened POS by clicking the POS icon or Point of Sale option, in the guest details section at the top of the POS, enter either the mobile number, first name, or last name of the guest, and select a matching record from the list of suggestions.
b) If the guest record doesn't exist in Zenoti, enter the following required guest details to create a new guest record: Mobile number First name Last name Gender
Note: The First name and Last name fields are always mandatory. You can choose to make Gender, Email, and Referral source fields mandatory from the Organization Settings (Admin> Organizations > Settings > Guests).
- The guest details appear in the top panel of the POS window.
- Click the Packages tab at the bottom of the POS window.
- Search for and select the Series Package from the list of options.The cost of the series package appears.
- Select the name of the employee who made the sale in the Sale By option. This detail may be used in your organization to calculate commissions for employees based on sale of products. Read: Configuring Product Commissions at Individual Employee Level.
- Click Add Package.
The details of the package appear in the Invoice section.
- (Optional) If you want to give any discount, enter the discount and click the arrow button next to it.
- (Optional) If the guest has any membership discount that is redeemable, select the membership and click the arrow button next to it.
- (Optional) If the guest has a cash back or a custom coupon which is redeemable, enter the coupon number in the Coupon # field and click the arrow button next to it.
- (Optional) If there is any active marketing campaign going on for the package, select the Campaign.
- (Optional) In the Comments box, type helpful notes.
- Use the Collect Payment section to take payment for the package. Read: Taking Payments.
- Click Add Payment.
- Close the invoice with either the Print or SMS option.
- Sell a Series Package: An Overview
- Sell a Series Package (with no Schedule or Installments)
- Sell a Series Package (with Schedules or Installments)