The Packages feature lets you sell a set of products, services or gift vouchers together in one handy package.
Clients redeem the services over time, and can collect the products or gift vouchers whenever they like. This overview links out to the full how-to articles for each part of Packages.
Where to View, Edit and Create Packages
All your packages live in one spot: Admin > Redeemables. Click New in the Packages section to create one, or Edit an existing package to change it.
You'll need a package name, description, retail price, an expiry (or never expire), loyalty points earned, a barcode if you use one, and whether it's GST free.
Once that's saved, add the items that make up the package (services, products or gift vouchers) via the Add Package Item sidebar.
Tip: always enter a Quantity for each item, even a single service, don't leave it blank.
Selling Packages to Clients
Selling a package is just like adding a service or product to a sale.
- Add the client to POS.
- Open the Packages tab (this only shows once a client is on the sale).
- Pick the package, then finish the sale with Receive Payment as normal.
Note: you can only sell packages to a client with an account. If there's no client on the sale, the Packages tab won't appear.
Viewing and Redeeming a Client's Pending Package Items
A client's pending, pre-paid package services show up in their card's Redeemables tab, waiting to be booked in. See Selling Salon Packages and Booking Clients in for their Prepaid Services for the full booking walkthrough.
Package products are collected from the client card's Products tab: see Redeeming Prepaid Product Package Items.
Package gift vouchers are collected from the client card's Vouchers tab: see Adding a Gift Voucher to a Package & Redeeming a Gift Voucher Purchased in a Package.
Viewing a Client's Purchased Packages and Their Expiry Dates
The client card's Packages tab lists everything a client has bought, with purchase and expiry dates. See Expiration Dates for Packages for how expiry works and how to change it.
Returning a Booked Service Back to its Package
If a client wants to reschedule a pre-paid service and doesn't yet know when they'll come back in, you can put it back into their package to book in later. See Adding a Booked in Service Back to its Package.
Refunding Packages
If a client changes their mind about a package they've bought, see Refunding a Prepaid Salon Package for the correct way to refund or delete it.
Reporting
For package liabilities, expiry dates and outstanding balances, see the Reporting section of Expiration Dates for Packages, which covers the Package Purchase Report and the Liability Report.
If you have any specific questions about Packages, or anything else, please send them to us via the Submit a Request option in your Help & Support page.