1. Ensure that you are at the organization level.
  2. Click Admin > Resources > Packages.
  3. Click Add.
  4. Click the General tab.
    Enter or select details as required.
  5. In the Services tab enter the following information:
    a) In the Find Service by field, select Service, Category, or Tag to find the appropriate services.
    b) Enter the number of sittings you want to provide in the package in the Qty field.
    c) Enter the order to be enforced when guests redeem services, in the Order field. Click Add.
    Note: If you select a category and enter quantity as two, Zenoti will prompt the front desk 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 to select two services from the list of services that are marked with this tag when selling the package.
    Note: If you specify an order for services, guests are forced to redeem them in the same order.
    For example, if the order of services in your Series package is Slimming Treatments (Order 1) and Body Treatments (Order 2), guests must redeem the quantity/sittings of the Slimming Treatments first and only then can they redeem the services under Body Treatments.
    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. 
  6. Click Next.
  7. In the Products tab, enter the following information in the Free Products and Bundled Products sections:
    In the Find Product by field, select Category, Product, or Tag to find the appropriate products.
    Select the appropriate options, enter the quantity in the Qty field and click Add.
  8. Click Next.
  9. In the Discounts tab, select a service on which you would like to offer a discount.
    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 it at a discounted price. You can add only one service as a discount for a series package.
  10. Click Next.
  11. In the Centers tab, select the centers that can sell this package.
  12. 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. 
  13. Select the tax group in the respective centers using the Tax Group drop-down box.
  14. Click Next.
  15. 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. 
  16. Click Add.
    The name of the form appears in the Assigned Forms section. 
  17. 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
  18. In the Social tab, enter Facebook announcements or Twitter Tweets.
    Note
    : You must integrate your organization with Facebook/Twitter for this feature to work seamlessly. 
  19. Click Post.
    The series package is now created and available for guests to buy. 
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