Packages

All you need to know about setting up, selling, and tracking Packages

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36 articles in this collection
Written by Urmilla Chandran and Sagar Garuda
Set Up Packages

Day, Promotional, Series, and Custom Packages: Overview

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Written by Urmilla Chandran
Updated over a week ago

Set Up A Day or Promo Package: General Tab

Specify if you will charge cancellation and no show fee, if guests can use gift cards and memberships for redemptions and more
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Written by Urmilla Chandran
Updated over a week ago

Set Up a Day or Promo Package: Services and Other Tabs

Configure details such as services, centers for sale, price and tax related information
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Written by Urmilla Chandran
Updated over a week ago

Create a Series Package: General Tab

Set up initial recognition, minimum partial payments, guest’s ability to transfer service credits, freeze and expiry criteria and more
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Written by Urmilla Chandran
Updated over a week ago

Create a Series Package: Services and Other Tabs

Enter details about the services, products, discounts, centers, forms, and social media announcements
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Written by Urmilla Chandran
Updated over a week ago

Custom Packages: Overview

Learn when to create custom packages
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Written by Urmilla Chandran
Updated over a week ago

Set Up Custom Package Templates

Create custom package templates to make it easier for your front desk to create custom packages
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Written by Sagar Garuda
Updated over a week ago

Enter General Information for a Custom Package Template

Enter details such as package category, validity period, initial recognition, and payment schedule for the custom package template
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Written by Urmilla Chandran
Updated over a week ago

Enter Service Details for the Custom Package Template

Indicate details such as mandatory services, initial revenue recognition, number of services, and sittings (sessios)
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Written by Urmilla Chandran
Updated over a week ago

Enter Product Details for a Custom Package Template

Indicate which products will be free and which products will be bundled (charged)
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Written by Urmilla Chandran
Updated over a week ago

Add Discounts for Services that are Not Part of a Custom Package Template

Offer discounts on services that are not part of the package template to encourage sale of these services
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Written by Urmilla Chandran
Updated over a week ago

Specify the Centers where the Custom Package Template will be Available

Include details about price and tax group related information
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Written by Urmilla Chandran
Updated over a week ago

Associate Forms to a Custom Package Template

Associate forms that guests need to sign while buying packages
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Written by Urmilla Chandran
Updated over a week ago

Upload Details of the Custom Package Template to the Catalog

Specify how to make the custom package template available on the Webstore and mobile app
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Written by Urmilla Chandran
Updated over a week ago

Create a Custom Package from the Appointment Book

The front desk can create custom packages based on guest’s individual needs
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Written by Urmilla Chandran
Updated over a week ago

Create a Custom Package based on a Template

Learn how the front desk can create custom packages based on a template
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Written by Urmilla Chandran
Updated over a week ago

Create a Custom Package without a Template

Learn how the front desk can create custom packages without templates
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Written by Urmilla Chandran
Updated over a week ago

Create A Package Category

Package Categories help categorize your packages under logical sets such as day, series, promo, or custom packages
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Written by Urmilla Chandran
Updated over a week ago

Organizational Level Settings for Packages

Control ability of the front desk to sell custom packages based on templates, edit payment schedules and more
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Written by Urmilla Chandran
Updated over a week ago