Enter General Information for a Series Template
Enter details such as package benefits, definition, and payment details for a custom package based on the series template
To set up a series template so that the front-desk staff may use these templates to customize packages for guests, you first need to enter general information.
To enter general information for a series template
- Ensure that you are at the organization level.
- Go to Admin > Resources > Packages.
- Click Add Series Template.Note: Notice that the series template is active by default (the Active switch is on).When the front desk searches for custom package templates while creating custom packages, they can view only Active packages.
- Enter the following information under the General tab:
- Template Name: Enter a name for the template. For example: Weight loss 15 kg - 20 kg.
- Template Code: Enter a code for the series template. You can use this code to easily search for the template.
- Template Category: Select the appropriate template category such as Weight Loss Programs.
- Description: Click the Add link if you wish to enter a description for the series template. Other users may find such descriptions useful as they can understand why you created this series template.
5. In the Benefits section, enter the following information:
a) Services: The Services switch is on by default. This means you can configure further details about services in this series template in the Services tab.
b) Service Discounts: If you wish to configure service discounts, turn on this switch. You will see an additional tab for Service Discounts where you can give additional incentives to guests who purchase this series template by offering them discounts on services.
c) Products: If you wish to include products as part of your series template, turn on this switch. You will see an additional tab for Products where you can configure further details. The series template price includes the cost of the products. Guests redeem products in the same way as they redeem services.
d) Bundled Products: If you wish to include bundled products as part of your series template, turn on this switch. You will see an additional tab for Bundled Products where you can configure further details. Bundled products are additional products that are given out at the time of package sale. Package price may include the cost of such products.
e) Allow package price to be inclusive of bundled products: Select this checkbox if you want the series template price to be inclusive of bundled products.You can further select one for the following options:
i) Package price should be more than products price (selected by default)
ii) Package price can be less than products price: If you select this option, then you can also enter details for Percentage of price to be allocated to products __ %.Example: If the series template cost is $1000 and you specify 70% as the Percentage of price to be allocated to products, Zenoti allocates $700 as product sale and $300 as the service sale.Tip: You can include bundled products in the Products tab when you are setting up a series template.
f) Forms: If you wish to include forms that customers may need to fill out at the time of package sale (when the package is based on this series template), turn on this switch. You will see an additional tab for Forms where you can configure further details.
6.In the Definition section, select or enter the following details:
a) Time Period Validity: You can use this option to specify details about the validity of the series template. Select any one of these options from the drop-down list.
- Select validity model
- Fixed value
- Maximum service frequency among all
- Sum of all service frequencies
- Mixed model
Note: You can view these options only if the organization level setting Show validity models for packages is selected from Admin > Organizations > Organizations > Settings > Packages.
b) Validity Starts: Specify whether you want the validity of the series template to start from the date of sale (From sale date) or the date when the guest first redeems a service from the package (At first redemption).
For example, a guest may buy a package on 1 June but come into redeem the first service of the package on 15 June - the validity of the package will start depending on your configuration here.
At times, guests may purchase a package but may not be able to redeem package benefits for a few months due to personal circumstances (illness, travel). In such cases, you may specify that the validity of the package should start only after the guest redeems some benefit.
c) Grace Period: Click the Not Set link to offer a grace period. The Grace Period is the number of days you want to allow the guest to be able to avail the benefits of the package after the package expires. Specify the number of days that you want to offer as Grace Period to the guest.
d) Auto-renew package on expiry (Yes/No): Specify Yes if you want Zenoti to auto-renew the package on expiry (the default setting is No).
Renewing packages in this way makes it easier for you to retain your guests and also saves time on administrative tasks.If you choose to auto-renew the package, Zenoti renews the package with exactly the same properties as of the date of expiry. This includes the services, visit frequency, and the name of the employee who was responsible for selling the package (Sold by employee name).
Note that the front-desk staff can alter some properties of custom packages (based on a template) such as payment schedules.
For example, if the template Schedule has 3 installments to be paid monthly, and a guest wants to pay in 5 monthly installments, the front desk can edit the custom package suitably when selling the package.
Note: You can offer discounts (flat amount or as a percentage) to guests who agree to auto-renew their package from the Centers tab (using the Discount on Renewal option).
Learn more: Specify the Centers where the Series Template will be Available
Note: When you auto-renew packages, Zenoti does not copy the bundled products from the original package.
e) Freeze: Select one of the options from the drop-down list to indicate if you want an administrator or owner to be able to freeze the package. At times guests may be unable to avail the services of the package due to long travel or illness. In such cases, administrators may freeze the package so that the validity of the package is extended and the guest can avail the benefits of the services of the package.
None: If you select None it means you don’t want administrators to be able to freeze the custom package. Limited: If you select Limited, you need to specify the number of times an administrator can freeze the custom package. For example, if you enter 2 here, it means an administrator can freeze the custom package only two times. Unlimited: If you select Unlimited, it means an administrator can freeze the package any number of times.Important: The organization level setting Enable package freeze (Admin> Organizations > Organizations > Settings > Packages) controls whether you view the Freeze Count option while creating the series template.
7. In the Commissions section, select or enter the following details:
a) Commission on Package Sale: Note that Commission of Package Sale is turned on by default. This means employees who sell this package will earn a commission on it. You can further specify the Commission Type to be based on:
i) Commission settings defined in the employee or job profile
ii) Flat amount, or
iii) Percentage of revenue.
b) Commission on package redemption: Employee gets commission on the services performed
8. In the Payments section, specify the following details:
a) Edit Service-level discount for series template: Turn this setting on if you want to allow the front-desk staff selling a custom package (based on this series template) to be able to change the discount amount configured for a service.
b) Edit Product-level discount for series template: Turn this setting on if you want to allow the front-desk staff selling a custom package (based on this series template) to be able to change the discount amount configured for a product.
c) Manual Override for Price: Turn this setting on if you want to allow the front-desk staff selling a custom package (based on this series template) to be able to override the price configured.
d) Schedule Payments: Turn this switch on if you want to allow guests to pay for the package based on this series template in installments and as per a schedule. You will see further settings. Specify the Number of installments, Payment frequency, and when the First payment starts (number of days from the sale).Specify the number of days from the date of sale when the guests’ payment schedule will start. For example, if you enter 7 days here, Zenoti charges the guest the first installment, 7 days after the guest purchases a custom package that uses this series template.
Important: The organization level setting Enable redemptions on open package (Admin> Organization > Organizations > Settings > Packages) controls whether guests can make partial payments towards packages and redeem package benefits. At any point in time, the guest can redeem services up to the amount they have paid for.Note: These settings that you configure to collect recurring payments for packages and memberships are called Dunning settings. For packages, these settings apply only to collections made by card payments, while Dunning settings for memberships apply to collections made by all payment types.
9 In the Advanced Properties section, enter the following details:
a) Business Unit: Select the business unit for the package. For example, Slimming.
b) Redemption Requirement ____ days in ____ visits: Enter the redemption requirement details which is the gap between service redemptions in days. Zenoti calculates guest regularity based on this. For example, if you enter 7 days and 4 visits, and there is a gap of 10 days between two redemptions for a particular guest, Zenoti considers such a guest as irregular.
c) Initial Revenue Recognition (IRR): Indicate how much value in percentage do you want to recognize from the sale of a custom package that is based on this custom package template. For example, if the cost of the package is $200 and you enter 20% here, Zenoti recognizes $40 as the Initial Recognition at the time of the sale of the package. This figure reflects in all revenue-related reports. Learn more: Sales, Collection, and Revenue in Reports
d) SAC: Click the Configure link if you wish to enter the Service Accounting Code (SAC) for the package. Applies only if you have enabled GST, India for your organization.
e) Restrict redemption at center where package is sold: If you want to restrict the redemption of the services that belong to this series template to the center where package (based on this series template) is sold, turn on this switch. This is useful when a particular center is running promotions.
If you wish that your guests can redeem the services in any of your centers, leave this setting as off.
f) Visit Frequency Adjustment: Define how frequently a guest must take a service. For example, after a guest avails one service of the package (laser hair removal) then the guest should not avail the next service before 30 days. If there are 5 such sessions of this single service in the package, then the validity of the package is 150 days (5*30=150).
g) Service Credit Transfer: Turn on this setting if you want guests to be able to transfer accumulated service credits to their family and friends from a custom package (that is based on this series template).This is useful if you want to entice new guests to visit your centers. You can track such guests as Sales Opportunities and also attract such guests using Campaigns.
h) Tags: Click the Configure link if you wish to configure tags for this package. Using tags, Zenoti groups packages 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.Note: You can create new tags from the organizational level from Admin > Setup > Tags > Add. i) Terms and Conditions: Click the Configure link if you wish to configure terms and conditions for this package. If needed these can be configured to be printed on the receipt when a package is sold.Note: If you sell this package in the Webstore, customers will have to agree to these terms & conditions before adding the package to their cart.
10. Click Next.
Next step: Enter Service details for the series template.