To set up an offer package

  1. At the organization level, click the Admin icon and navigate to Resources > Packages.

  2. Click Add Offer Package.
    Note: The status of the package is Active by default. Your business may refer to offer packages as series offer packages too.

  3. In the General tab:
    a) In the Package Name field, enter a name for the package.
    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 you to search and find later.
    c) In the Package Category field, select the category of the package.
    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 in the POS.

  4. In the General tab, Commissions section: a) Note that the switch Commission on Package Sale is turned on by default. This means employees will earn a commission when they sell this package. Note also that if you turn off this switch you can no longer see the related settings. b) Assuming you proceed with Commission on Package sale being switched on, 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.

c) 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.

d) Deductions for employee commissions: You will see options for deductions for employee commissions depending on the deduction-related settings you have turned on for your organization. For example, if you can choose to define deductions for Shop Cost and Labor Cost at the organization level, you can view options to define the deductions for Shop Cost and Labor Cost here as either a flat amount or as a percentage (add suffix ‘%’ say 5%, in such cases).

6. In the General tab, Payments section:
a) Purchase Package using Gift Card: Note that the switch Purchase Package using Gift Card is on by default. This means guests can buy this package using a gift card. If you do not want guests to pay for this package using gift cards, turn off this switch.

b) Purchase Package using Membership Credits: Turn on this switch if you want guests to be able to purchase this package using their membership credits.

7. In the General tab, Advanced properties section:

a) Business Unit: In the Business Unit drop-down box, select the appropriate business unit.

b) Restrict Sale to Specific Days: In the Restrict Sale to Specific Days, No restriction is the default value. If you want to configure specific sale dates, click No restriction to view the Start and End date fields; select the appropriate start and end dates from the calendar controls.

c) Cancellation fee: Turn this switch on if you want to charge a cancellation fee if the guest cancels an appointment. Note: Once you turn this switch on, you can view another switch, Commission on Cancellation. Turn this switch on if you want the provider to get a commission even if the guest cancels a scheduled appointment. You may want to boost the morale of your providers by awarding a small commission for canceled appointments.

d) No Show Fee: Turn this switch on if you want to charge a no show fee if guests do not turn up for their appointment. Note: Once you turn this switch on, you can view another switch, Commission on no show. Turn this switch on if you want the provider to get a commission even if the guest does not come in for a scheduled appointment.

e) Tags: Click the Configure link if you wish to enter relevant tags for this package. You can use tags to group packages. For example, once you create a tag “Slimming” you can use it when creating all your weight loss packages. Then when you run a sales report you can filter packages sold using the “Slimming” tag to check the health of your business in this area and take further business decisions around it.

Next steps: Set Up an Offer Package: Services and Centers Tabs

See Also

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