First, create your packages if you haven't already. See Creating Salon Packages in Simple Salon for how.
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Selling packages to clients in POS
Making appointments for prepaid package services
Redeeming package gift vouchers
Selling packages to clients in POS
You can only sell a package to a client who's attached to the sale, so add your client to POS first.
Once a client is on the sale, POS shows a Packages tab alongside Services, Products and Vouchers.
- Open the Packages tab.
- Choose the Operator who's selling the package.
- Select the package from the list. It's added straight to the sale.
Now click Receive Payment, choose the payment type and finish the sale as normal.
Making appointments for prepaid services
Once your client has bought their package, they'll want to book in for one of the pre-paid items.
Go to the client's card and open the Redeemables tab. This lists any pre-paid services still waiting to be booked, each showing a Pending status.
To book one in, click the Lock In icon next to it. You'll be taken to the Appointments diary, where the service sits in the Clipboard panel (bottom right) while you find a day and time.
Once you've found a free slot for the right operator, click it to drop the service in. The appointment shows as already paid for.
Another way to redeem prepaid services
You can also book the service straight into the Appointments diary the normal way, then bring it into POS.
Click the client's name on the appointment, then Add Client To Sale.
In POS, any service that's already paid for as part of a package shows a yellow star next to its price.
Click the yellow star, then confirm to redeem it as part of the package. The service comes off the sale, since it's already been paid for.
Redeeming Products
If the package also includes products, go to the client's card and open the Products tab. Click Collect next to any starred product, then confirm. See Redeeming Prepaid Product Package Items for the full walkthrough.
Redeeming Gift Vouchers
If the package includes a gift voucher, it needs to be collected from the client's card before your client can use it. See Adding a Gift Voucher to a Package & Redeeming a Gift Voucher Purchased in a Package for the full walkthrough.
You're done. Go ahead and start selling your packages, clients love a good package deal.
If you have any questions, please let us know via the Submit a Request option in your Help & Support page.