Packages work like a prepaid punch card. You have to create the package you would like to sell and then the client needs to purchase the package, so they have credits to cover their lessons.
FAQs
Once a lesson is setup to accept a package, after the lesson is over the system will deduct a credit for that confirmed lesson.
When you sell a package to a client and if you have it set to repurchase, once the balance reaches 0 the package will automatically resell to the client, sending them a receipt and refilling the balance. Set it and forget it, nothing more to be done!
Package features include:
Unlimited package types you can create to sell
Start with an existing balance
Automatic balance deductions for appointments - troubleshooting
Ability to edit a package balance
Package balance visibility to your client - How To
If a Verified Fons Provider - charge packages on demand
Ability to setup auto repurchase options or sell just one-time
Cancel or refund a package at anytime
Transfer the package balance to another family member at anytime
Ability to sell on your public booking page
Setup and Sell Packages
Step 1: Create / Edit your Packages to sell
Step 1: Create / Edit your Packages to sell
Navigate to the Settings->Packages tab
Click on "+Add" button in the upper right
Fill in fields and "save"
The name is client facing
The appointment quantity is the number of appointments this package would "credit" their account with.
The price would be the cost for ALL of the appointments
description is client facing
Visibility:
Public: anyone who visits your online booking page will be able to see and purchase this package.
Private: only staff and clients you "sell" the package to will be able to see it.
Options after you have saved the package.
You can sell your package from that page directly to your client
If you have "Public" visibility set you can cop the link
Delete the package
Step 2: 3 Options to Sell / Resell a package to a client
Step 2: 3 Options to Sell / Resell a package to a client
Package must be sold under the client (family member) that the appointments are going to be scheduled under for it to automatically deduct
Packages can not be sold to someone who has scheduling disabled. Names will appear greyed out if scheduling is disabled for them.
If using the drop down you will notice family members are "nested" under the primary contact.
Option 1 - Bulk Sell a Package to Many
Option 1 - Bulk Sell a Package to Many
Navigate to Settings-> Packages
Select a package
ACTIONS button ->sell package
You can sell this package to multiple people at one time by adding many names under "clients", select the spy glass
Options
Include anything extra for your client to see in the Note field
Pro tip - select automatically repurchase, once the balance reaches 0, the system will bill the payment method on file and send a receipt
Option 2 - Sell / Resell to one client
Option 2 - Sell / Resell to one client
Navigate to the client overview
Select the student from the Family Member section
Sell choose either
Either select the Actions drop down, "sell package" - If you do not see the option then
Either click the orange "Setup family(if you need to create the family member that will be the students)" or Setup Individual" button
Go through the wizard, selecting "Package" on the billing appointments screen
Options
Package name or create a new one +
Note?
Pro tip - select automatically repurchase, once the balance reaches 0, the system will bill the payment method on file and send a receipt
If there is a starting package credits select starting balance and add how many, system won't bill the package or send a request to pay until that balance reaches 0
Preview
Save or Save & Notify
Option 3 - Clients Self purchase
Option 3 - Clients Self purchase
In step 1 set the visibility to "Public" , clients can purchase through their client portal or your online booking page.
Selecting to sell the package with a starting balance
Step 3: Schedule you appointments using the package as payment
Step 3: Schedule you appointments using the package as payment
Navigate to the Client's profile tab then click the ACTIONS drop down and select "schedule appointment"
Walk through the appointment wizard - see setting up an appointment
Make sure the client you sold the package to is the one you are setting up the appointment for.
The appointment has to be confirmed for it to deduct the credits from the package.
Package Changes
Credit/deduct a Package Balance
Credit/deduct a Package Balance
Navigate to the client's profile
Click the pencil to the right of the Appointment Setup section
Select Edit Balance to increase or decrease package balance.
Note: if you reduce the balance to 0 then it will cancel the package repurchase and you must resell the package to your client
Stop / Start a Package to Auto-Repurchase
Stop / Start a Package to Auto-Repurchase
Navigate to the client's profile
Click the pencil to the right of the Appointment details section
Select "stop auto-repurchase" or "start auto-repurchase"
Cancel a Package
Cancel a Package
Note: This does not refund a package dollar amount. To refund a package see Refunds for Transactions / Charges - How To
Navigate to the client's profile
Click the pencil to the right of the Appointment details section
Select "cancel package"
NOTE: if the client has any remaining credits when you cancel the package ALL outstanding package credits will be LOST
Transfer a Package
Transfer a Package
Navigate to the client's profile, select the family member that the package has been sold to
Click the pencil to the right of the Appointment details section
Select "Transfer Package" and use the dropdown menu to select the family members name. Note: the balance has to have a
Select "Transfer Balance" and select the family member
Transfer
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