Creating Day, Promotional, and Series Packages

 

A package is a group of services that is often offered at a discounted price. You can design four types of packages:

  • Day packages: These packages combine services that must be consumed in a single day.
  • Promo packages: These are short-term, promotional packages that are not regularly on your services menu. All services in a promo package must be consumed in a single day. You can use these to attract customers on special days or during a specific period. For example, create a Valentine’s package for the month of February or a summer special for your low season.
  • Series packages: Series packages contain services that can be used over multiple visits and can include bundled and free products. For example, a slimming clinic can offer 12 sessions of slimming treatments (each treatment separated by 15 days),  three bundled products and two free products. Setting up bundled products lets you decide which need  to be sold with the package at the time of billing. For example, you can set up a package that requires the purchase of 3 products, one from the skin correction category and two from the cleansing category.
  • Custom packages: You can also create a template for a custom package. Custom packages templates can be used by the front desk to create packages on the fly according to a customer’s needs. For example, the front desk could create a slimming package based on the customer’s weight goal.

 

To Setup A Day, Series Or Promo Package

1) Ensure you are in the Org view

2) Click on the Admin link

3) In the Admin Dashboard click on Packages

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4) Click the Add button in the right sidebar

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5) Click on the General tab

6) In the Package Name field, enter a name for the package

7) In the Description field, enter the plain text description for the package.

Note: The plain text description is displayed in mobile apps and the  POS.

8) In the HTML Description field, enter the HTML description for the package.

Note: The HTML description is displayed in the webstore. Once it is entered click the preview icon to check how it will appear to the end user.

9) In the Business Unit drop down box, select the appropriate business unit

10) In the Package Type drop down box choose either Day Package, Promo Package or Series Package

11) If you selected Day Package or Promo Package

a) In the Package Time field, enter the total time for all services in the package

b) In the Package Code field, enter a code

c) In the Booking Dates field, enter the dates when customers can book this package. You can leave these fields blank to allow for bookings at any time.

d) In the Cost to Center,  enter the amount the package cost to the center. 

e) Select the Allow no show fee checkbox if you want to charge a no show fee if the customer does not turn up for their appointment. 

f)  Select the Allow gift card redemption check box to allow a gift card to be used to pay for a package.

g) Select the Allow membership redemption checkbox to allow membership benefits to be used to redeem services in this package

h) In the Commission field, select whether you want to award commission on the sale of this package

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i)  In the Commission Adjustment field you can override the commission set for the sale of this package. Commissions are defined for each job in the system. Enter 50% if you want to award half the standard package sale commission, or enter 200% if you want to double it.

12) If you choose Series Package in the Package Type drop down box

a) Do not select the Use as a template for custom packages check box as this will create a custom package template that cannot be sold

b) In the Package Category field, choose a category to group this package

Note: You can create package categories from the Admin dashboard. Package categories make finding series packages quicker during booking.

c) In the Package Code field, enter a code

d) In the Booking Dates field, enter the dates when customers can book this package. You can leave these fields blank to allow for bookings at any time.

e) In the Appointment Times field, use the drop down box and enter a Start and End time. 

f)  In the Minimum partial amount field enter the minimum amount a customer must pay to book the package.

Note: In the Centers tab, you will be able to enter the total price for the package in each center it is sold in. Also if bundled products are included in a package and a partial payment is made, the money paid would go to cover the cost of the products and the remainder would be calculated towards the cost of the package. 

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g) Select the Include bundle product price in package price checkbox if you want bundled products to be included in the package price. 

Note: You can include bundled products in the products page when you are setting up a package. 

h) In the Initial Recognition field enter how much of the package price should be recognized at the time of the package sale. For example, if you enter 50% here, the remaining 50% will be recognized when each service is redeemed.

i) In the Expiry field, either enter the expiration date or select the date from the calendar

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j) In the Freeze Count field, choose Limited to restrict how many times your front desk can freeze this package, and enter the number in the next field. Choose Unlimited for unrestricted number of freezes.

Note: the Freeze option is useful if a customer is out of town for an extended period of time. This preserves package validity until the package is unfrozen.

 k) In the Grace Period field enter the number of days you will allow for redemption past the expiry date. Optionally enter a percentage if you want the period to be calculated on validity.  For example if you sell a series package with a validity of 360 days, entering 10%  here will cause the system to calculate the grace period as 36 days.  

l)  In the Target Type field, optionally enter a goal for the package and optionally specify a value in the Target Value field. For example, if this is a slimming package, you could enter a target type to track weight loss.

a. Select the Automatically close package when target is met checkbox if you want the package to expire once the target is met
b. Select the Allow gift card redemption check box to allow front desk to apply a gift card redemption on payment

m) In the Commission field, select whether you want to award commission on the sale of this package

n) In the Commission Adjustment field you can override the commission set for the sale of this package. Commissions are defined for each job in the system. Enter 50% if you want to award half the standard package sale commission, or enter 200% if you want to double it.

o) In the Redemption Requirement enter the number of days and in the Visits field enter the number of visits required. Both these fields are taken into consideration when calculating if the guest is regular or not.

p) In the Terms & Conditions field, enter any terms and conditions for this package. If needed these can be configured to be printed on the receipt when a package is sold.

Note: If you sell this package in the webstore, the customer will have to agree to these terms & conditions before adding the package to his cart

13) In the Tags field, enter any relevant tags for this package. Using tags packages can be grouped together. For example once you create a tag “slimming” you can use it when creating all your weight loss packages. Then when running a sales report you can filter packages sold using the “slimming” tag.

14) Click Next

15) In the Services tab fill in the following information:

 

If you select Service in the Select Type field

In the Service field start entering the name of the service and relevant services will automatically show up, then select the service. Enter the number of services provided in the package in the Qty field and enter the order to be enforced during redemption as a number in the Order field. Click Add.   

If you select Category in the Select Type field

In the Category field select the category name from the drop down box.  In the Sub Category field select a specific sub category using the drop down box.   Enter the quantity as a number in the Qty field and enter the order as a number in the Order field. Click Add.  Note: If you select a category and enter quantity as two, the front desk will be prompted to select two services from the category when selling the package.  

If you select Tag in the Select Type field

In the Tag field start entering a tag name and relevant tags will automatically show up.  Then select the tag.   Enter the quantity as a number in the Qty field and enter the order as a number in the Order field. Click Add.  Note: If you select a tag and enter quantity as two, the front desk will be prompted to select two services from the list of services that are marked with this tag when selling the package.    

Note: If you specify an order for services customers will be forced to redeem them in the same order. Not having an order allows services to be redeemed anytime. For example if a customer wants to redeem a service that is second in the order he will only be able to do so when he has exhausted all the services that are labeled first in the order.    

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16) Click Next

17) In the Products tab fill in the following information in the Free Products and Bundled Products sections:

If you select Product in the Select Type field

In the Product field start entering the name of the Product and the relevant products will automatically show up, then select the correct product. Enter the quantity as a number in the Qty field. Click Add.      

If you select Category in the Select Type field

In the Category field select the category name from the drop down box.  In the Sub Category field select a specific sub category using the drop down box.   Enter the quantity as a number in the Qty field. Click Add.

If you select Tag in the Select Type field

In the Tag field start entering a tag name and relevant tags will automatically show up.  Then select the tag.   Enter the quantity as a number in the Qty field. Click Add.   

Note: Using the bundled products section you can either include retail products as part of a package price or require retail products as a pre-requisite to purchasing a package. Setting up a pre-requisite lets you decide which products are to be sold with the package at the time of billing. For example, you can sell a skin care package that includes 6 sessions of a laser treatment and a skin care retail product as a pre-requisite. Or, set up a package that requires the purchase of 3 products, one from the skin correction category and two from the cleansing category. As for free products they are provided along with a package and do not have to be purchased by the customer.

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18) In the Centers tab, select the centers that can sell this package

19) Enter the sale price in each center in the Sale price column

Note: If bundled products are included in a package and a partial payment is made, the money paid would go to cover the cost of the products and the remainder would be calculated towards the cost of the package. 

20)  Select the tax group in the respective centers using the Select Tax Group drop down box

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21) Click Next

22) In the Catalog tab

a) Select the Show in the webstore and mobile app check box if you would like clients to be able to browse for packages on your webstore or mobile app

b) In the Display Name field, enter the name of the package.

Note: This is the name that will be seen on the webstore and on your mobile app and can be different from the name that you use to refer to the package internally. 

c) In the Display Price field, enter the price of the package.

Note: This is the price that will be seen on the webstore and on your mobile app and can be different from the internal package price set at the center level.  

d) In the Display Order field, enter the position that this package should display with other packages in the webstore

e) Select the Show Price check box to display the price online

f) Select the Allow customer to book this package check box to allow online booking for this package

g) In the YouTube Video ID field, optionally enter the URL for a video related to this package

h) Click Finish

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To Create A Package Category

You can create package categories to segregate your series packages according to type on your webstore and POS, which will allow customers and front desk staff to find them easily. 

1) Ensure you are in the Organization view

2) Click the Admin link

3) Click Packages in the Categories section

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4) Use the search box to find a particular category and click on it to edit it

5) Click Add in the right hand pane to create a new package category

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6) In the Package Category Name field enter the name

7) In the Description field enter the description

8) Click Next

9) All packages that have assigned to this particular category will display in the next screen

Note: You will not see any packages until they are assigned to this particular category. 

10) Click Finish

 

To Promote Your Packages Using Social Media

After your package is created you can announce the package on your Facebook or Twitter accounts

1)  Ensure you are in the Org view

2)  Navigate to Admin >Packages

3)  Use the search function to find the package you want to promote

4)  Click on the name of the package

5)  Click on the Social tab

6)  In the first three fields, enter the announcement message, caption and message for your Facebook post

7)  Click the Upload button, to upload an image for your Facebook post. To learn how to configure Facebook check the Facebook Integration article.

8)  Click Post. Your Facebook page will be updated with this post.

9)  In the Twitter section, enter your Tweet

10)  Click Post

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