Configure package sales rules

When you set up schedules or installments for guests who buy packages by making partial payments, you can make it mandatory to have the guest's credit card on file.

Required roles: Any role with access to the Administrator mode

Required permissions: None

Impacts and considerations

Adding a card on file streamlines scheduled collections and simplifies the checkout process. However, the processing fees involved are higher.

While creating a custom package, your front-desk staff can use custom package templates to prefill details such as services, products, price, and expiration.

Required roles: Any role with access to the Administrator mode

Required permissions: None

If you want to create packages without any prefilled details, select the Template selection is optional option.

Package categories help you classify your packages according to type on your Webstore and POS. You can make it mandatory to select a package category during package creation.

Required roles: Any role with access to the Administrator mode

Required permissions: None

Packages with free services can help you attract new customers and increase customer loyalty. By offering packages with free services, you can encourage guests to book more services. For example, you can create an offer package that gives three free services on the purchase of five services. To enable offer packages, do the following:

Required roles: Any role with access to the Administrator mode

Required permissions: None

One-time offers are special promotions only available once to specific guests. They are often used to encourage immediate purchase of a package or membership or upgrade to a more expensive membership or package. You can use one-time offers as special promotions to draw new guests or upsell to existing guests.

Required roles: Any role with access to the Administrator mode

Required permissions: None

Impacts and considerations

You can allow your guests to pay for a package in installments and as per a schedule. This is applicable only for series and custom packages (both regular package and template). To enable payment scheduling, do the following:

Required roles: Any role with access to the Administrator mode

Required permissions: None

Impacts and considerations

When refunding and closing a scheduled package with pending installments, your front-desk staff can add a new custom payment type to add a payment for the pending amount and set the invoice due amount to zero. After this, they can proceed with a refund and closure of the package. To allow the addition of a custom payment, do the following:

Required roles: Any role with access to the Administrator mode

Required permissions: None

Impacts and considerations

While creating a package, you can choose a validity model and specify details about the validity. Models include fixed value, the sum of all service frequencies, and so on. To enable the selection of models, do the following:

Required roles: Any role with access to the Administrator mode

Required permissions: None

Impacts and considerations