Package templates: prepare your standard packages

Package templates let you define the service combinations you sell often in advance. Open the page with Packages → Package Templates in the left menu or with the Package Templates card in the Service Definitions section of My Business → Settings; both lead to the same page. Active templates are listed in the "Sale from a Template" flow of the sale wizard (web and mobile), in the Package Sale step of the Bulk Add Customers wizard and on the Packages tab of the Price List opened with the tag icon in the top bar, so the price and service details are not entered by hand on every sale and the risk of a wrong entry drops.

List and filters

• Columns: Template (name + description) · Services (lines and their counts) · Price (with VAT Included or VAT Excluded and the rate underneath when the tax rate is above 0) · Validity (days or Unlimited) · Status (Active/Archive) · Action.

• Filters: the "Search templates..." box and the status menu (All Statuses / Active / Archive). While a filter is active, the Clear button resets both. The page shows 50 templates.

Creating a new template

1. 1

   Basic information

   Press the New Template button at the top right; the "New Package Template" window opens. The Template Name is required. The Validity (days) field starts at 180 on a new template; if you leave it empty, the package has no expiry and sales made from this template have no expiry either. The Cancellation Rights (count) field sets the default number of cancellation rights for packages sold from this template; the rights are a single number for the whole package and do not renew every month (0 = no cancellation rights). When the rights are above 0, the "When is a cancellation right used?" choice decides which cancellations use a right: On late cancellations (the default) — a timely cancellation is free, and a cancellation made after the window has passed gets its credit refunded and uses 1 right; On timely cancellations — a right is used only on a cancellation made before the window closes and cannot be used once it has passed. Both the number and the rule are copied to the package at sale time and can be changed there. You can write the terms of use into the Description field.

2. 2

   Service lines

   The Add Service button adds an empty line. Choose the service on the line — every service is listed together with its target group as "Service [Target Group]" — or, if the package will not be tied to a specific service, turn on the "Valid for all services" switch (the service selection is locked and the line covers every service). Enter a Quantity (the number of session credits, at least 1) and a Unit Price on each line; the subtotal of quantity × unit price appears at the end of the line. Remove a line with the bin icon. While a line has no service and "Valid for all services" is off, the template is not saved ("A service must be selected on every service line.").

3. 3

   Price and tax

   The Total Price does not update by itself when you change the lines: after adding a line or changing a quantity or unit price, press Calculate Total (it carries the line subtotals into the Total Price field), or type a discounted package price yourself. In the Tax field choose one of the taxes defined in your business, and set whether the price includes tax with the "VAT Included" switch (on by default). The Create button becomes active once there is a template name and at least one line; the template is saved as Active.

The Actions menu

• Edit: in the "Edit Template" window you update the template's name, description, validity days, cancellation rights and their rule, service lines, price and tax; save with Update. If you changed the lines, remember to press Calculate Total. If you clear the Validity field and save, the template becomes one with no expiry and sales made from it have no expiry either.

• Copy: in the "Duplicate Template" window, enter a new name or leave it empty, in which case the copy gets the original name followed by "(Kopya)". The copy carries everything (lines, price, tax, validity, cancellation rights and their rule) and is created as Active even if the source template is archived. This is the fastest way to make variants with a different price or duration.

• Archive / Activate: Archive is applied straight away without a confirmation ("Template archived."). An archived template disappears from the template list of the sale wizard (web and mobile), from Bulk Add Customers and from the Price List, but stays on this page with an Archive badge; packages already sold are not affected. Activate in the same menu puts the template back on sale.

• Delete: once you confirm in the "Delete Template" window, the template is removed from the list and cannot be brought back from the panel. Packages already sold from it are not affected: their credits, prices and payment plans stay as they are, and the "Template: …" badge keeps showing in the Package Sales list. If you may use the template again later, archive it instead of deleting it.

Who can do this?

Anyone who can see Packages can open the page. Creating and copying templates needs the "Şirket paket tanımları ekleyebilir" permission (add company package definitions) in your role; editing, archiving and activating need "Şirket paket tanımlarını güncelleyebilir" (update company package definitions) or "Paketleri güncelleyebilir" (update packages); deleting needs "Paket silebilir" (delete packages). The default Personel (Staff) role has none of these; without the permission the buttons are still shown, but the action is not saved and a warning appears.