Packages: Administrator Operations

Packages Administration Operations Handbook

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Written by Jishnu Ramakrishnan
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 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

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

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

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