Important: Zenoti does not support processing refunds for day packages. 

To set up a day or promo package:

  1. Ensure that you are at the Organization level.
  2. Click Admin > Resources > Packages.
  3. Click Add.
  4. Click the General tab.
  5. In the Package Name field, enter a name for the package.
  6. In the Description field, enter the plain text description for the package.
    Note: The plain text description is displayed in mobile apps and the POS.
  7. In the HTML Description field, enter the HTML description for the package.
    Note: The HTML description is displayed in the Webstore. Click the preview icon to check how it will appear to the end user.
  8. In the Business Unit drop-down box, select the appropriate business unit.
  9. In the Package Type drop-down box choose either Day Package or Promo Package.
  10. In the Package Time field, enter the total time for all services in the package.
  11. In the Package Code field, enter a code.
  12. In the Booking Dates field, enter the dates when customers can book this package. You can leave these fields blank to allow for bookings at any time.
  13. In the Cost to Center,  enter the amount the package cost to the center. 
  14. Select the Allow cancellation fee checkbox if you want to charge a cancellation fee if the guest cancels an appointment.
  15. Select the Allow cancellation commission checkbox if you want the provider to get a commission even if the guest cancels a sheduled appointment. You may want to boost the morale of your providers by awarding a small commission for cancelled appointments. 
  16. Select the Allow no show fee checkbox if you want to charge a no show fee if the guest does not turn up for their appointment. 
  17. Select the Allow no show commission checkbox if you want the provider to get a commission even if the guest does not come in for a scheduled appointment. 
  18. Select the Allow gift card redemption checkbox to allow a gift card to be used to pay for a package.
  19. Select the Allow membership redemption checkbox to allow membership benefits to be used to redeem services in this package.
  20. In the Commission field, select whether you want to award commission on the sale of this package.
  21. In the Commission Adjustment field you can override the commission set for the sale of this package. Commissions are defined for each job in Zenoti. Enter 50% if you want to award half the standard package sale commission, or enter 200% if you want to double it.
  22. In the Tags field, enter any relevant tags for this package. Using tags packages can be grouped together. For example, once you create a tag “slimming” you can use it when creating all your weight loss packages. Then when running a sales report you can filter packages sold using the “slimming” tag.
  23. Next steps: Set Up a Day or Promo Package: Service and Other Tabs 

See Also

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