Packages let you bundle services and programs into a single offering for your clients. This article walks you through creating and configuring a package template, including booking restrictions, payment options, and team settings.
In this article:
- What Is a Package?
- Creating a New Package
- Adding Terms & Conditions
- Adding Payment Options
- Custom Labels and Redirecting Clients After Booking
- Understanding Booking Restrictions
- Setting an Expiry Date
- Setting Weekly & Monthly Session Limits
- Adding Services and Sessions to a Package
- Adding Programs to a Package
- Customizing Package Notifications
- Advanced Payment Options
- Sharing a Package with Team Members
- Reordering Your Packages List
- Editing, Duplicating, or Deleting a Package
What Is a Package?
Think of a package as an empty basket: you can fill it with any combination of your existing services and programs. Packages are ideal for bundling multi-session offerings, wellness programs, or a mix of one-on-one and group sessions into a single purchasable item.
A program, by contrast, is a self-contained offering, typically structured as a course or group class. Programs can be added to a package, but they are not the same thing.
✅ After you have created a package, learn more about Creating and Managing a Client's Package →
Creating a New Package
- Go to My Practice > My Services.
- Click the Fast Action Button in the bottom-right corner and select Add package.
- Enter your Package Name, description, and details, just as you would for a regular service.
📍 Note: The description you enter here is displayed on your public booking page. It is not included in the package confirmation notification by default. If you create a package for a client directly from your portal, the client will see the package name but not the full description. Learn more about how clients access and view their package →
Adding Terms & Conditions
You can require clients to accept your Terms & Conditions before completing their booking. Terms are created on your My Practice > Disclaimers page and can be added when you set up your package.
Learn more about Requiring Terms & Conditions →
Adding Payment Options
Set your pricing structure in the Payment Options section of the package setup page.
Selecting a Pricing Model
Choose from two pricing models:
- Fixed fee: Enter a one-time price in the Fee field. You can optionally add a SKU to track the package for invoicing and conversion tracking.
- Ongoing payments: You'll be prompted to set up a payment plan. Learn more in the Advanced Payment Options section below →
Configuring Your Booking Page Display
You can control how your pricing appears to clients separately for your Public Bookings Page and your Client Portal. Each can be configured independently.
For each, choose from the following display options:
- Hide fee: The fee is not displayed to clients.
- Display fee (no payment required): The fee is visible but clients are not prompted to pay at booking.
- Suggest to pay at booking: Clients are encouraged but not required to pay when booking.
- Require to pay at booking: Clients must provide payment to complete their booking.
Custom Labels and Redirecting Clients After Booking
Customize the labels that appear on your booking page for this package. You can customize the booking button that appears in the list of offerings on your booking page by entering your own custom text (ie. Purchase Package).
Enter your own custom text in the Confirmation label field to display your custom booking confirmation message to clients (ie. Thank you for booking).
To send clients to a specific webpage after they book a package through your booking page, enter a URL in the Redirect URL field. Leaving this blank will display Practice Better's standard booking confirmation page, which can’t be customized.
Learn more about How to Use Redirect URLs in Practice Better →
Understanding Booking Restrictions
The Booking Restrictions section controls who can purchase or create a package from a public booking page.
Select from:
- Allow my clients to purchase this package: Makes the package publicly available on your bookings page.
- Only I can create packages for my clients: Hides the package from your public bookings page.
📍 Note: Public and private settings do not apply to Custom Booking pages. To make a package available on a Custom Booking page, you must add it manually. To make it private, you must remove it manually.
Setting an Expiry Date
An expiry date sets the deadline by which a client must request their last session. Once the expiry date passes, clients will be unable to book package sessions from their portal. You can always book sessions on their behalf and link them to the package, or update the expiry date to extend access.
The expiry date is calculated from the date you confirm the package, and you can adjust it at any time.
To set an expiry date:
- Under Booking Restrictions, enable This package has a session expiry date.
- Set the package length using the Expires after fields. Enter a numeric value and then select either days, weeks, or months from the drop-down.
📍 Note: There is no automatic notification sent to clients when a package is nearing expiry or when all sessions have been used. We recommend following up with clients directly.
Setting Weekly & Monthly Session Limits
You can limit how many sessions a client can book per week and/or per month within their package.
- Under Booking Restrictions, enable This package has weekly or monthly booking limits.
- Set your Maximum per week and Maximum per month values as needed.
- Optionally, enable Exclude program sessions from booking limits to prevent program sessions from counting toward your package's booking limits or the limits set on the services included in the package.
📍 Note: Global session limits can be configured separately in your Booking & Cancellation Settings.
Adding Services and Sessions to a Package
Once you've added your package name and description:
- Click Add sessions to this package.
- In the pop-up, select the service you'd like to add.
- Optionally specify the number of sessions to include. If this is unspecified, the client could book unlimited sessions from this package.
- To let clients book a specific service at the time of purchase, select Allow my clients to book this service at the time of purchase.
- To make that booking required at the time of purchase, select Make this booking mandatory at the time of purchase. You can only set this option for one service per package.
- Click Save in the pop-up.
- Optionally, click the Add another button to include more service types in your package.
- If you are done setting up your package, click Save Changes near the top-right.
📍 Note: You can enable the "book at time of purchase" option for multiple services, but clients will only be able to choose one of them when booking the Package.
If you're on a Team Plan, you can also allow clients to book package sessions with other team members. Learn more about Setting Up Multi-Practitioner Booking for Packages →
Adding Programs to a Package
You can combine programs into a package, which is useful for offering a bundled experience that includes both a program and one-on-one or group sessions.
- Click Add programs to this package.
- In the pop-up, select the program you'd like to include.
- Optionally, click the Add another button to include more programs in your package.
- If you are done setting up your package, click Save Changes near the top-right.
When a client requests the package, they'll be automatically enrolled in any programs included.
Learn more about Working With Programs in Practice Better →
Customizing Package Notifications
💡 Available in the Professional plan and up.
You can customize the confirmation email clients receive when you confirm their package. This template overrides the default template set in Settings > Notification Preferences.
Customize your package confirmation notification to include your package description if your workflow involves creating packages for clients directly from your portal. Clients only see the package description when purchasing through your booking page, or when you've customized the confirmation email to include it.
To customize the package confirmation notification:
- In the Notification Options section of the package setup page, locate Package Confirmation.
- Click the Package Confirmation title to customize the notification message.
- Click Done in the notification builder pop-up to save your changes.
- To make future updates to this package’s notification, return to the Notification Options section and click Edit template.
📍 Note: This notification is for the package purchase confirmation only. Session reminders are managed separately through your service settings. Notification template customization is available on the Professional plan and up.
Advanced Payment Options
You can configure advanced payment options, including overriding your default tax setting or requiring billing information, from the Advanced Options tab of the Add/Edit Package page.
Pricing Model and Fee Display
The Pricing model, Fee, and booking page display options also appear on the Package Information tab. Any changes made in either tab apply to the same settings.
Changing the Displayed Fee
Use the Displayed fee field to show a different price than your actual fee on your booking pages. This is useful for highlighting a limited-time offer or a subscription-style payment plan (for example, "$100 monthly"). Leave this field empty to display the fee as entered in the Fee field.
📍 Note: You're responsible for accurately representing the fees associated with your package if payment is collected at the time of booking.
Billing Mode
💡 Available in the Team Plan only
Choose how payments are processed for this package:
- Managed: Payments are processed using your connected payment processor.
- Unmanaged: Payments are handled outside of Practice Better.
Learn more about Setting Up Managed Billing for Your Team →
Requiring Billing Information
Enable Require billing information when clients book this package to collect a client's billing details at the time of booking, even if payment is not required upfront. This is useful when you want to have payment information on file before a session takes place.
Learn more about Requiring Client Billing and Payment Information for Bookings →
Overriding Default Tax Settings
Enable Override default tax settings to apply a specific tax rate to this package when processing payments from your public Bookings Pages. Leave this unchecked to use the default tax settings defined in your Invoice & Payment Settings.
Learn more about Configuring Invoice, Currency, and Tax Settings →
Payment Plans
Payment plans are supported at the package level; click the Add plan button from the package’s Advanced Options tab. Clients can pay through your public booking page, or you can create the package for them and set up a payment plan linked to the package as a separate step.
Set up the payment plan you want associated with this package in its Advanced Options settings.
Learn more about Setting Up Payment Plans in Practice Better →
Discounts
If you've provided a coupon code, clients selecting Pay in Full on the booking page can enter it at checkout.
If you're invoicing a client directly, you can apply the discount on the invoice line item.
Learn more: Incentivize Clients to Pay in Full Instead of Selecting a Payment Plan →
Booking Page Forms
Attach forms to your package's booking page so clients can complete them at the time of booking. Click the Add form button from the package’s Advanced Options tab. Forms added here will be sent automatically when a client purchases or is enrolled in this package.
Learn more about Requiring Forms During the Booking Process →
Sharing a Package with Team Members
On the Team Plan, you can share a package with other team members. Shared packages can be used across your team, allowing different practitioners to offer the same package to their clients.
- Go to your Practice > My Services and click on the Packages tab.
- Locate the package you want to share with your team members and click the More Options menu (3 dots) and select Manage Sharing.
- Configure which team members you want this package to be shared with and click Save changes in the pop-up.
Learn more about Sharing Resources with Team Members →
On the Team Plan, you can allow clients to book package sessions with other team members in addition to the practitioner assigned to the package.
This requires the desired bookable services to have team sharing settings enabled at the service level.
Team bookings settings for a package can be configured when creating a package or at any time by editing an existing one.
Learn more about Setting Up Multi-Practitioner Booking for Packages →
Reordering Your Packages List
To change the order in which packages appear in your portal:
- Go to your Practice > My Services and click on the Packages tab.
- Click Change Order near the top-right of the My Packages list.
- Drag and drop your packages into the desired order.
- Click Done near the top-right of your page to save the new order.
Transferring Package Ownership
On the Team Plan, you can transfer ownership of a package template to another team member. Transferring ownership changes which practitioner the package is attributed to. The contents of the package remain the same.
To transfer a package:
- Go to your Practice > My Services and select the Packages tab.
- Click the More Options menu (3 dots) near the top-right of the list and select Transfer packages.
- Follow the prompts to transfer your package to another team member.
Learn more about Transferring Ownership of Resources to Team Members →
Editing, Duplicating, or Deleting a Package
To edit a package template:
Changes to a package template apply to new client packages going forward. Existing client packages are not affected.
- Go to your Practice > My Services and select the Packages tab.
- Locate the package in your My Packages list.
- Click Edit.
To duplicate a package:
- Go to your Practice > My Services and select the Packages tab.
- Locate the package in your My Packages list.
- Click the More Options menu (3 dots) and select Duplicate.
- Review the details of your duplicated package and then Save it.
To delete a package:
- Go to your Practice > My Services and select the Packages tab.
- Locate the package in your My Packages list.
- Click the More Options menu (3 dots) and select Delete.
- Confirm the deletion in the pop-up.
⚠️ Important: You can restore a deleted package within 60 days of deletion. Learn more about Restoring, Deactivating, and Deleting Clients & Resources →