Packages Administration Operations Handbook

Set Up Packages

• Day, Promotional, Series, and Custom Packages: Overview

• Set Up A Day Package: General Tab

• Set Up a Day Package: Services and Other Tabs

• Create a Series Package: General Tab

• Create a Series Package: Services and Other Tabs

• Set Up Series Templates

• Enter General Information for a Series Template

• Custom Packages: Overview

• Enter Service Details for the Custom Package Template

• Enter Product Details for a Custom Package Template

• Add Discounts for Services that are Not Part of a Custom Package Template

• Specify the Centers where the Custom Package Template will be Available

• Upload Details of the Custom Package Template to the Catalog

• Create a Custom Package based on a Template

• Create a Custom Package without a Template

• Clone a Package

• Create A Package Category

• Organizational Level Settings for Packages

Transfer Package Service Credits

• Transfer Service Credits from a Package: Overview

• Enable Transfer of Service Credits for a Package

• Apply Transferred Package Service Credits for the Recipient

Reports

• Package Status Report

• Package Liability Report

• Package Refunds Report

FAQ and Troubleshooting

• Q: The Appointment Book is not reflecting a Package that I just created.

• Q: Can I change the services once a package is created?

• Q: Can I extend the grace period for packages?

• Q: How to extend the date for a package?

• Q: How will I know the total liability (or balance) for Packages in a month?

• Q: I want to check the list of packages expiring in a given month.

• Q: How to change the Tax Type for a Custom Package?