Series packages contain services guests can use over multiple visits; such packages may contain bundled and free products. Guests pay separately for the bundled products.
To set up a series package
At the organization level, click the Admin icon.
Navigate to Resources > Packages.
Click Add Series Package.
Note: Notice that the package is active by default (the Active switch is on).
In the General tab:
a) In the Package Name field, enter a name for the package. Example: Weight Loss 10-15 kg.
Note: You can add '/' in the package name. For example, Laser Pigmentation Removal 1/4 Legs Qty 6.
b) In the Package Code field, enter a code for the package so that it is easy for the front-desk staff to search for series packages quickly during booking.
c) In the Package Category field, enter a category that the package belongs to such as Skin Care, Hair Care, or Massages.
Note: You can create package categories from the Admin dashboard. Package categories help the front desk find series packages more quickly during booking.
d) If you want to enter a description, click the Add link next to the Description field and enter the plain text description for the package.
Note: The plain text description appears in mobile apps and the POS.
In the General tab, Benefits section:
a) Services: The Services switch is on by default. This means you can configure further details about services in this package 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 package by offering them discounts on services.
c) Products: If you wish to include products as part of your package, turn on this switch. You will see an additional tab for Products where you can configure further details. The package 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 package, 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 package 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 package 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 package.
f) Forms: If you wish to include forms that customers may need to fill out at the time of package sale, turn on this switch. You will see an additional tab for Forms where you can configure further details.
6. In the General tab, Definition section:
a) Validity: Define the validity of the package - guests must use the services of the package within the time frame. You can define the validity as Fixed Expiry (enter the number of days), Define Expiry Date (use the calendar to specify the date), or Never expires.
b) Validity starts: Specify whether you want the validity of the package 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.
c) Grace period: Note that the Grace period is not set by default. To set Grace period, click the Not Set link. In the Grace Period field enter the number of days you will allow for redemption past the expiry date. Optionally enter a percentage if you want the grace period to be calculated on validity. For example, if you sell a series package with a validity of 360 days, and you enter 10% here, Zenoti calculates the grace period as 36 days.
Note: Users with the permission Extend Grace Period (Organizational level > Admin > Organization > Security Roles > Click a Role > Permissions tab > Administrator section > Packages) can further extend the grace period of a package. See FAQ
d) Close Package when all benefits are consumed: Switch on this setting if you wish to close the package after all service and product benefits are consumed. This will help declutter the POS screen and will make it easier for front-desk staff to find the relevant packages faster (closed packages do not appear in the POS).
e) One-time offer: Indicate whether the package is a one-time offer. You can choose to sell the package only to new guests or to both new and existing guests. If you do not see this option, check the administrator settings.
Points to consider
i) After a package status is Closed, you can reopen the package by removing a redemption from the appropriate invoice.
If the package end date is in the future, the status of the package goes back to Active.
If the package end date is in the past, the status of the package changes to Expired.
ii) If versioning is enabled for your business and an admin changes this setting, Zenoti creates a new version of the package.
If versioning is disabled for your business you cannot change this setting if a package has been sold.
e) Freeze: The Freeze option is useful if a customer is out of town for an extended period of time. This preserves package validity until the package is unfrozen.If you want authorized staff to have the ability to freeze packages, turn this switch on. In the Freeze Count field, you can further specify whether users will be able to freeze the package for a fixed number of times (Limited) or unlimited number of times (Unlimited).
Important: You will see this setting only if the organization level setting, Enable package freeze is selected.
Note: The package freezes automatically if a guest is inactive for 1 month.
7. In the General tab, Commissions section:
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) Percentage of price to be awarded as commission: Note that 100 is the default value here and it means that you will award the standard commission the employee earns on the sale of this package. The standard commission is defined at the Employee level (Packages tab). You can override the commission an employee earns for the sale for this specific package here. For example, to double the standard commission, enter '200'. Leave this blank if you do not want to modify the standard commission an employee earns on the sale for this package.
c) Commission on package redemption: Employee gets commission on the services performed
8. In the General tab, Payments section:
a) Minimum Partial Payment: Enter the minimum amount a customer must pay to book the package.Important: You will see this setting only if the organization level setting, Enable redemptions on open packages is selected.
Note: In the Centers tab (the tab after the current General tab that you are viewing), you will be able to enter the total price for the package in each center it is sold in. Also if bundled products are included in a package and a partial payment is made, Zenoti first recovers the cost towards the products; the remainder is calculated towards the cost of the package.
Note: Guests must pay for bundled products that are part of the package.
b) Schedule payments: Turn this switch on if you want to allow guests to pay for the package 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).
Note: Item-level commissions are not supported for series-scheduled packages. So, payments cannot be scheduled when the Commission Type is Flat amount or Percentage of revenue.
c) Purchase Package using Gift Card: Specify whether you want to allow guests to use a gift card to purchase a package. This setting is turned on by default.
9 In the General tab, Advanced Properties section:
a) Business Unit: In the Business Unit drop-down box, select the appropriate business unit.
b) Set Redemption Requirement: For Redemption Requirement, enter the Number of days and in the Visits field enter the number of visits required. Both these fields are taken into consideration to calculate if the guest is regular or not.
c) Initial Revenue Recognition (IRR): In the Initial Revenue Recognition field enter how much of the package price should be recognized at the time of the package sale. For example, if you enter 50% here, the remaining 50% will be recognized when the guest redeems each sitting of the service.
d) Restrict sale to specific days: By default, there is no restriction on the sale of the package - indicated by the No restriction link. If you do want to restrict the sale to specific dates, click the link and specify the dates from the calendar controls.
e) Restrict redemption at center where package is sold: If you want to restrict the redemption of the services that belong to this package to the center where package 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) Service Credit Transfer: Turn on this setting if you want guests to be able to transfer accumulated service credits to their family and friends.
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.
g) 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.
h) 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.
Next Steps: Depending on further configurations you have chosen for your business, you must enter details in the Services, Products, Discounts, Centers, Forms, Catalog, and Social tabs to complete the set up process for Series Packages.