Packages
Defining packages, selling them and tracking session credits.
The Package Sales page: list, filters and quick actions
See every service package you have sold in a single list; track usage rates, remaining session credits and packages that are about to expire with filters.
A new package sale: from a template or manual
Sell a package from a template or from scratch (manual); set the session credits per service and record the payment plan as a collection, a receivable or instalments.
Package detail: summary, collections and usage history
Get to know the four tabs on the package detail page; learn how to add a collection, collect a receivable, edit the package and correct its validity or credits.
How is a package credit used and refunded?
Package credits are deducted from the service row on a sales card or from class attendance; this is also where you find out how to refund a credit deducted by mistake.
Package templates: prepare your standard packages
Define the packages you sell often as templates; call them up with one click in the sale wizard, produce variants by copying them and archive the ones that are out of date.