Redeem package benefits
When guests book services that are part of a package, Zenoti automatically applies the package benefits to the invoice during checkout.
When the front desk staff clicks Take Payment from the context menu, the invoice page appears and shows how Zenoti applies the package benefit automatically.
Sometimes, the front-desk staff may want to manually apply a package in the invoice and redeem the benefit; they can also waive other fees for the guests during subsequent package redemptions. For taking payments manually, follow the instructions given below.
On the Appointment Book, select the required booking.
From the context menu, select Take Payment manually.
From the Packages list, select the required package.
To utilize the package benefits, click Apply.
To collect additional payments, select the payment method.
Click Add Payment.
Click Close Invoice.
Impacts and considerations
You can also use package benefits to pay no-show and cancellation fees. Zenoti applies the package benefits automatically. If a package is not selected automatically, contact your Administrator.
If the package was created and sold on the same day, Zenoti cannot apply the package benefits in the invoice generated on the same day. To apply benefits, select the previous date as the redemption date.
When cross center redemptions for packages are disabled
If you disable cross-center redemptions for packages, refer to manage cross-center payments, the following changes take place:
When you open the Appointment Info panel, the Package indicator appears only if the guest purchased a package at the current center and the package is currently active.
The appointment block of the guest shows the package indicator or icon only if the guest purchased a package at the current center and the package is currently active.
When you click the package link in the Appointment Info panel, all the active packages of the guest appear. However, the option to redeem the package only appears if the guest has purchased the package at the current center.
If a guest avails a service or purchases a product that is part of a package, when you open the POS screen to collect payment, the package is auto-applied only if the package was purchased at the current center.
The POS screen shows only the active packages that are purchased by the guest at the current center.
If you allow partial payments for packages, guests can make partial payments for packages only at the center where they originally purchased the package.
Honor package benefits for past expiration date
Front desk staff can honor the package benefits for a guest even when the expiry is set for a past date.
Access the guest profile from the POS screen.
You can also access the guest profile from the Guests section.
On the guest profile, navigate to the Packages tab.
All packages aligned to the guests are listed here. Select the required package.
To modify the expiry, click Expiration Date and update the field with a future date.
To confirm the date change, click Ok.