Combine your individual services and programs to create packages to offer to your clients. When you sell services and programs as a package, clients will pay the package fee instead of the individual fees you've set up for your services/programs.
- Creating a New Package
- Adding Terms & Conditions
- Expiry Dates
- Weekly & Monthly Session Limits
- Adding Services and Sessions
- Adding Programs
- Notification Options
- Advanced Payment Options
- Creating a Package for a Client
- Booking Sessions for your Client
- Package Details at a Glance
Creating a New Package
To get started go to My Practice > My Services. Click Add package to create your first package or use the Fast Action Button in the bottom-right corner to add subsequent packages.
Adding Terms & Conditions
Require clients to accept your Terms & Conditions before completing their booking. These terms can be created on your My Practice > Disclaimers page and added when you set up your packages. Learn more
You can optionally set a deadline for your client to request their last session. If selected, we'll prevent clients from booking sessions for this package after the expiry date.
The expiry date is calculated once you've confirmed the package. You can adjust this at any time after your client's package is created.
Under the Booking Restrictions section, enable the This package has a session expiry date option then set the package length as needed:
Weekly & Monthly Session Limits
You can restrict how many sessions a client can book per week and/or per month within their package by enabling the following option under your Booking Restrictions section:
You can also set up general session limits in your Booking & Cancellation Settings.
Adding Services and Sessions
Once you've added your package name and description, can start adding services to your package by clicking the Add sessions to this package button:
A popup will appear allowing you to select the first service you’d like to add to your package from your list of existing services. Specify the number of sessions for this service you'd like to include in the package.
If you’d like clients to book this service first when they purchase this package, select the Allow my clients to book this service at the time of purchase checkbox:
This means that the first time a client books a session from their package, they will have the option of booking this specific type of service.
You can select this option for multiple services in your package; however, your client will only be able to choose one of them when booking the package.
Optionally, you can also select Make this booking mandatory at the time of purchase. This will ensure your clients request a session for this service at the time of booking. You can only set this option for one of your package's services.
Understanding Booking Restrictions
By selecting " Allow my clients to purchase this package" this makes your package public for clients to book on your public bookings page. By selecting " Only I can create packages for my clients" your package will be hidden from your public booking page.
Keep in mind, public/private settings do not apply to Custom Booking pages. If you want a package to be available on your Custom Booking page, you must manually add it. If you want a package to be private on your Custom Booking page, you must manually remove it.
You can customize the default notification we send to clients when you confirm this package. This template will override the template you've set up on your Settings > Notification Preferences page.
Advanced Payment Options
You can set up advanced payment options for your package (e.g. override your default tax setting, require billing information) from the Advanced Options tab of the Add/Edit Package page.
Changing the Displayed Fee
Use this option if you want to highlight a limited-time offer or subscription-style payment plan (e.g. $100 monthly). You are responsible for accurately reporting the fees associated with your service if payment will be collected during the time of booking.
Learn more about setting up:
Creating a Package for a Client
Once you’ve saved your package, it will show up at the bottom of the My Services page. You can manually book a package for a client by clicking the Create for client button.
Select the client you’d like to create the package for and edit the package details as necessary.
Booking Sessions for your Client
To book sessions for a client’s package, go to Bookings & Packages > Packages page:
Find the package you’d like to book sessions for and click Book sessions.
Select the first service you’d like to book, input booking details and Schedule.
Add a date and time for your session, then click the Add button to dismiss the popup.
Schedule additional sessions by clicking Schedule another session. Click Book all once ready to schedule the bookings for this package.
Package Details at a Glance
You can easily review a client’s package details by going to your client’s Bookings & Packages and clicking on Manage button next to your client's package.
On the Manage Package page, you will see a breakdown of the total sessions booked and session remaining:
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