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Manage packages

On the Packages page, you can view the package status, balance, and redemptions. You can also collect payments, process refunds, transfer credits, extend expiry date, freeze, and unfreeze packages.

  1. From the guest profile, click the Packages tab.

  2. Click the name of the package.

    You can view details such as services and products included in the package, service redemptions and balances, and product redemptions.

    Note

    For custom packages, the Balance Amount is displayed only if the package invoice has been closed.

Note

Many of these actions depend on the permissions enabled by your business.

Transfer service credits

  1. Click the name of the package from which you want to transfer service credits.

  2. In the Services section, under the Balance column, click Transfer. Note: Zenoti prompts you to enter your credentials.

  3. Enter the following details:

    1. Service: Shows the name of the service whose package credits you are about to transfer.

      Note

      Day packages included as benefits in series packages cannot be transferred.

    2. Quantity: Enter the number of credits to transfer.

    3. Expiration Date: Select the date on which the transferred credits will expire. The recipient must use them before this date.

    4. Recipient: Enter the name of the guest who is to receive the service credits. The recipient can be a new or an existing guest.

  4. Click Save.

    • If you do not see the Transfer button, you do not have the permissions to transfer packages.

    • You can transfer service credits only of a package that is configured to allow transfer of service credits.

    • The package must be Active.

    • The original guest (transferor) must have at least 1 credit to transfer.

Refund a package

  1. Click the name of the package you want to refund.

  2. Click the Refund icon next to the package charge you want to refund.

  3. On the Select Items page, select the package you want to refund and enter the amount to be refunded in the Refund Amount field. Also, enter the reason for the refund in the Comments box. Note: The refund amount cannot exceed the package balance that remains. Also, when processing a refund, any tax that was received on the amount is deducted from the relevant accounts for the center. Select the check box next to the name of the package.

  4. (Optional): Select the checkbox, Mark package ‘Closed’, if the guest wants to discontinue using the benefits of the package after the refund. Enter the reason for the refund in the Comments box and then click Save.

  5. If the guest wants to continue to use the remaining benefits of the package, click Proceed to Refund after step 4.

    The package remains in Active status and guests can continue to redeem the remaining benefits at a later time.

  6. On the Payment Methods page, select the Refund amount can be split across one or more below option.

  7. Based on the payment type you want to use, in the Paid Amount column, enter the amount in the corresponding box. Note: Click the icons for Check, Card, Issue Prepaid Card, or Custom Payment types and enter the relevant details.

  8. Click Refund.

Note

If you do not see the Refund icon button, contact your manager.

For integrated credit processing, you are not required to enter the card details as Zenoti automatically refunds the amount to the card from which the amount was received. However, if the payment was made through a debit card, you will receive an alert to swipe the debit card, after which, Zenoti completes the refund process.

The refund invoice opens with the payment type details, showing the refund amount as a negative number.

Freeze a package

  1. Click the name of the package which you want to freeze.

  2. Click the Freeze button.

  3. Enter a relevant comment.

  4. Click Save and Proceed.

Unfreeze a package

  1. Click the name of the package which you want to unfreeze.

  2. Click the Unfreeze button.

  3. Enter a relevant comment.

  4. Click Save and Proceed.

View package redemption status

Front-desk staff can view the status of a package redemption invoice (Open, No Show, Cancelled, Closed, Closed (No Show), and Closed (Cancelled)) from the Guest Profile (Packages tab).

pkgredemgp.png

You can also view the same details from the Appointment Book -> Booking Panel (Service tab).The invoice numbers are hyperlinks, which enable you easily access further details.

pkgredemab.png

Other actions on series and custom packages

Action

Perform these steps

Notes

View the invoice number of the package sale

  1. Click the name of the package.

  2. From the Invoice column, click the invoice number.

Change the package expiry date

  1. Click the name of the package.

  2. In the Expiration column, click the date link and select the new date from the calendar.

If the date in the Expiration column is not editable, you do not have the permission to change the expiry date of packages.

Change the package expiry date grace period

  1. Click the name of the package.

  2. In the Expiration with Grace column, click the date link and select the new date from the calendar.

If the date in the Expiration with Grace column is not editable, you do not have the permission to change the expiry date of packages.

View transferred service credits

  1. Click the name of the package for which you want to view the transferred service credits.

  2. Go to the Services section and see the number of service credits transferred in the Transferred column.

For more details on the transfer, in the Services section, in the Transferred column, click the link. You can view details such as date of transfer, recipient name, credits shared, balance, credit date expiry, transfer authorizer, and undo transfer

Undo transfer of service credits

  1. Click the name of the package for which you want to undo transfer of service credits.

  2. In the Transferred column, click the link.

  3. Click the Undo icon.

  4. In the confirmation dialog box, click Yes.

View forms associated with packages

  1. From the Form column click View. Or, click the name of the package and click the Forms link.

  2. To view the form, click the name of the form. Alternatively, to print the form, click the print icon.

Modify a custom package

  1. Click the name of the package you want to modify.

  2. Click Edit Custom Package.

  3. Make the necessary changes.

  4. Click Save.

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