Packages are a grouping of appointments sold ahead of time.
Package features include:
Unlimited package types you can create to sell
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
Transfer the package balance to another family member at anytime
Ability to sell on your public booking page
Setup Summary
Step 1: Setup your Packages to sell
Step 2: Sell a Package to a client
Step 3: Schedule your appointments using the package
Step 1: Setup / Edit your Packages to sell
Navigate to the Settings tab then Billing
Click on "add package" button
Fill in fields and "save"
If you would like it to show on your public booking page toggle on to "make it public" also make sure your public booking link is enabled, under settings-> booking, you can drive clients specifically to that link by copying it
Edit / Delete or View who is using the Package
Step 2: Sell a Package
Navigate to Client's tab
Select the proper client and scroll down to the 'Appointment Setup" section select click the blue arrow beside the family member you are wanting to setup.
NOTE: The package must be sold under the client (family member) that the appointments are going to be scheduled under for it to automatically deduct.
Additional Family Members Example 1: If a client wants to share one package amongst all family members. The setup is to:
sell the package to the Family Manager
when you create the lessons, they all have to be under the family manager - then change the title of the lesson to the family member actually attending.
The family manager will be listed as the attendee, but the lesson title will be the actual attendee.
You can only share packages if all family members are taking lessons of the same duration and cost as 1 lesson = 1 package credit regardless of duration.
Pro Tip: To reduce confusion delete all the additional family members (you can leave as long as no appointments will be created using those family members accounts)
Additional Family Members Example 2: If a client wants to use packages per each family member. Just setup for each family member and choose the package of choice, see the next steps and repeat per each family member
On the CC info page: click "Skip" to skip this step OR enter the client's credit card
Choose the typical appointment length for the person taking the lesson ->Next
Select Package->Next
Select package from the drop down menu or create a new package by clicking on the +button
Select the options that pertain to your situation
Pro Tip - select "automatically repurchase package..." to ensure clients always have credits for their recurring lesson. The system will renew the package every time the balance reaches 0 by charging the client payment on file, sending a receipt and refilling the balance.
If "automatically approving payment" the system will use the payment info on record to charge the package and email your client a receipt. (You must be a verified provider for this to be an option)
Click next to preview the email that will be sent to your client
Click Send to save the billing model and notify your client
Step 3: Schedule your appointments using the package
Navigate to the Client's profile tab then Select "add appointment" from the Actions drop down
Walk though all appointment steps - see setting up an appointment
Make sure the client you sold the package to is the one you are setting up the appointment for unless you have all appointments running through the family manager.
On the "Payment" screen make sure to select "Package or Subscription.
This will automatically deduct the lesson from the package like a punch card. **The appointment has to be confirmed for it to deduct.**
Adjust 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
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 - this does not refund the amount paid for the package
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
Navigate to the client's profile
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
Select "Transfer Balance"
Refund a Package
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