Packages
Defining packages, selling them and tracking session credits.
The Package Sales page: list, filters and quick actions
See every package you have sold as a card list; filter by customer, status and date, find packages about to expire or running low, and extend validity, add credits, make adjustments or delete a package from here.
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. Find out where to open the sale and which permissions you need.
Package detail: summary, collections and usage history
Get to know the four tabs on the package detail page; add a collection, collect a receivable, edit, cancel or delete the package, and find out where validity extensions, extra credits and adjustments are done.
How is a package credit used and refunded?
Package credits are deducted from the service row on a sales card, from appointments planned from the package or from class attendance; this is also where you find out how to refund a credit deducted by mistake and how the cancellation rights rule works.
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them up with one click in the sale wizard, produce variants by copying them, and archive or delete the ones that are out of date.