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Packages: Administrator Operations
Packages: Administrator Operations
Articles related to setting up and managing Packages
+1
36 articles in this collection
Written by
Sagar Garuda,
Urmilla Chandran,
Jishnu Ramakrishnan
and 1 other
Packages: Admin Operations Handbook
Packages Administration Operations Handbook
Written by
Jishnu Ramakrishnan
Updated over a week ago
Set Up Packages
Set Up an Offer Package: General Tab
Learn how to set up offer packages where guests buy say, 3 packages and get 1 package free
Written by
Urmilla Chandran
Updated over a week ago
Day, Promotional, Series, and Custom Packages: Overview
Written by
Urmilla Chandran
Updated over a week ago
Set Up A Day Package: General Tab
Specify if you will charge cancellation and no show fee, if guests can use gift cards and memberships for redemptions and more
Written by
Urmilla Chandran
Updated over a week ago
Set Up an Offer Package: Services and Centers Tabs
Written by
Sreenivas Prabhath Narem
Updated over a week ago
Set Up a Day Package: Services and Other Tabs
Configure details such as services, centers for sale, price and tax related information
Written by
Urmilla Chandran
Updated over a week ago
Create a Series Package: General Tab
Set up benefits of the package, payment and commission details, freeze and expiry criteria and more
Written by
Urmilla Chandran
Updated over a week ago
Create a Series Package: Services and Other Tabs
Enter details about the services, products, discounts, centers, forms, and social media announcements
Written by
Urmilla Chandran
Updated over a week ago
Set Up Series Templates
Create series templates to make it easier for your front-desk staff to create customized packages from the Appointment Book
Written by
Sagar Garuda
Updated over a week ago
Enter General Information for a Series Template
Enter details such as package category, validity period, initial recognition, and payment schedule for the custom package template
Written by
Urmilla Chandran
Updated over a week ago
Custom Packages: Overview
Learn when to create custom packages
Written by
Urmilla Chandran
Updated over a week ago
Enter Service Details for the Custom Package Template
Indicate details such as mandatory services, initial revenue recognition, number of services, and sittings (sessions)
Written by
Urmilla Chandran
Updated over a week ago
Enter Product Details for a Custom Package Template
Indicate which products will be free and which products will be bundled (charged)
Written by
Urmilla Chandran
Updated over a week ago
Add Discounts for Services that are Not Part of a Custom Package Template
Offer discounts on services that are not part of the package template to encourage sale of these services
Written by
Urmilla Chandran
Updated over a week ago
Specify the Centers where the Custom Package Template will be Available
Include details about price and tax group related information
Written by
Urmilla Chandran
Updated over a week ago
Upload Details of the Custom Package Template to the Catalog
Specify how to make the custom package template available on the Webstore and mobile app
Written by
Urmilla Chandran
Updated over a week ago
Create a Custom Package based on a Template
Learn how the front desk can create custom packages based on a template
Written by
Urmilla Chandran
Updated over a week ago
Create a Custom Package without a Template
Learn how the front desk can create custom packages without templates
Written by
Urmilla Chandran
Updated over a week ago
Clone a Package
Written by
Urmilla Chandran
Updated over a week ago
Create A Package Category
Package Categories help categorize your packages under logical sets such as day, series, promo, or custom packages
Written by
Urmilla Chandran
Updated over a week ago
Organizational Level Settings for Packages
Control ability of the front desk to sell custom packages based on templates, edit payment schedules and more
Written by
Urmilla Chandran
Updated over a week ago
What is Versioning of Packages?
Written by
Sreenivas Prabhath Narem
Updated over a week ago
Transfer Package Service Credits
Transfer Service Credits from a Package: Overview
Learn how to set up packages such that guests who buy them can gift their service credits to others
Written by
Urmilla Chandran
Updated over a week ago
Enable Transfer of Service Credits for a Package
Learn how to set up or configure packages so that guests can transfer service credits
Written by
Urmilla Chandran
Updated over a week ago
Apply Transferred Package Service Credits for Recipients
Learn how the front desk can apply transferred package service credits or how guests can redeem service credits
Written by
Urmilla Chandran
Updated over a week ago
Reports
Package Status Report
Written by
Urmilla Chandran
Updated over a week ago
Package Liability Report
Keep track of your liability balance after the sale and redemption of packages across your centers
Written by
Urmilla Chandran
Updated over a week ago
Package Refunds Report
Written by
Urmilla Chandran
Updated over a week ago
FAQ and Troubleshooting
Q: Why do inactive packages appear in the filter 'Active in any center in org'?
Written by
Urmilla Chandran
Updated over a week ago
Q: The Appointment Book is not reflecting a Package that I just created.
Learn the reasons behind why a package may not appear on your Appointment Book.
Written by
Urmilla Chandran
Updated over a week ago
Q: Can I change the services once a package is created?
Learn how to modify or update Services, Quantity, and Price of a package and the relevant permissions required to make these changes
Written by
Urmilla Chandran
Updated over a week ago
Q: Can I extend the grace period for packages?
You can extend the grace period of a package only if you are an authorized user
Written by
Urmilla Chandran
Updated over a week ago
Q: How to extend the date for a package?
Learn how to change the Start date or Expiration date on a package.
Written by
Urmilla Chandran
Updated over a week ago
Q: How will I know the total liability (or balance) for Packages in a month?
Learn how to keep track of your liabilities for Packages.
Written by
Urmilla Chandran
Updated over a week ago
Q: I want to check the list of packages expiring in a given month.
Which report will show me a list of packages expiring in a given month?
Written by
Urmilla Chandran
Updated over a week ago
Q: How to change the Tax Type for a Custom Package?
Learn how to add or change the tax type for a Custom Package.
Written by
Urmilla Chandran
Updated over a week ago