To set up a custom package template so that the front desk may use these templates to customize packages for guests, you need to enter service related details. 

To enter service details for a custom package template

  1. Ensure that you are at the organization level. 
  2. Go to Admin > Resources > Packages
  3. Click Add.
  4. Enter General information for the custom package template.
  5. Enter the following information under the Services tab: See screenshot for reference.
    Find Service by: Select either Category or Service from the drop-down list.

    If you select Category: You need to further specify the Category, Sub Category, Quantity, Minimum Quantity and Maximum Quantity.
    Example
    : You could have Body Services as the Category, Slimming Services as the Sub Category.

    Quantity: Enter the number of times the guest must avail the service as part of the package benefits. Example: 5 times
    Minimum Quantity: Enter the minimum number of times the guest must avail the   service as part of the package benefits. Example: 1 time
    Maximum Quantity: Enter the maximum number of times the guest can avail the   service as part of the package benefits. Example: 7 times

    If you select Service: Start entering the name of a service and select a service from the drop-down list. Example: Arm Trim Therapy
    Quantity: Enter the number of times the guest must avail the service as part of        the package benefits. Example: 5 times
     Minimum Quantity: Enter the minimum number of times the guest must avail           the service as part of the package benefits. Example: 1 time
      Maximum Quantity: Enter the maximum number of times the guest can avail           the service as part of the package benefits. Example: 7 times
  6. Click Add.
    Note: If you selected Category and Sub Category in the previous step, then the subcategory name appears in the bottom panel. For example, if you selected Hair Services as the Category and Hair Cut as the Sub Category, then Hair Cut appears in the bottom panel. You can click this subcategory name (Hair Cut) to view the associated services (such as Crimping and Blowdry). 
  7. Select the checkbox for Recognize Revenue if you want that service to contribute to package redemption revenue.
    Similarly, if you do not want a service to contribute to package redemption revenue, ensure that the corresponding checkbox for the service is not selected (or it is cleared). Usually, such services are complimentary services that you offer as part of the package. See screenshot for reference.
    Example: You sell a custom package for $300 with 2 sessions each of three different services (S1, S2, and S3). The original price of all services is $100 and the Initial Revenue Recognition (IRR) of the package is set to 0. When the guest avails each of these services from the package, $50 is recognized as package revenue.
    Now, if you have configured only S1 and S2 for revenue recognition, then Zenoti recognizes $75 when the guest avails S1 or S2 from the package and $0 is recognized when the guest avails S3. In this case, S3 is a complimentary service.
  8. Select the checkbox Mandatory Service to indicate mandatory services in packages sold based on this template.
    Important: When the front desk creates custom packages based on this custom service template, they cannot delete services that are marked mandatory. See screenshot for reference.
    Example: If you mark Hip Trim Therapy as a Mandatory service, the front desk cannot delete this service while creating a custom package based on this custom package template. See screenshot for reference.
    Note that if you have another service such as Arm Trim Therapy that is not a mandatory service (the Mandatory Service checkbox is not selected for this service), when the front desk creates a custom package based on this template, they can delete such a service from the custom package. 
  9. [Optional]: Click the Setup discount icon to set up discounts for each service separately. See screenshot for reference.
  10. Click Next

Next step: Enter Product details for the custom package template
Previous step
: Enter General information for the custom package template

Screenshots for reference

Specify the services from which you want to Recognize Revenue and services from which you don’t want to recognize revenue (complimentary services). Also, indicate if a service is a Mandatory Service:

The front desk cannot delete a Mandatory Service while customizing the package for a guest:

Click the Setup Discount icon to set up discounts for services that are part of the custom package template:

See Also

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