Packages

Available on: Desktop · Web · Phone

A package is something a client buys in advance and uses over several visits. Packages bring clients back, and let them pay once instead of every time.

Two kinds of package

Kind	What the client buys	Example
Fixed services	A set number of particular services	10 Hair Spas for ₹8,000 — each hair spa booked uses one of the ten
Value based	An amount to spend on any services, often with a free extra amount	Pay ₹10,000, get ₹1,000 free — ₹11,000 to spend on any services

How packages work, start to finish

1. Set up the package — its price, how long it lasts, and for a fixed services package the services it includes. See Setup Package.

2. Decide what to record at each visit, if anything — weight, skin type, a photo. See Package Parameters.

3. Sell it to the client and take payment — all at once or in parts. See Customer Packages.

4. The client books against it. When booking, the client's packages are listed under Packages in Create Appointment, and each service booked uses one from the package — see Creating and Changing Appointments.

5. Billing — services taken from a package are priced from the package, not charged again. See Billing Appointments.

Example. Kavya buys 10 Hair Spas for ₹8,000 and pays ₹4,000 today. She books her first hair spa for Saturday: in Create Appointment the Packages list shows the hair spa with 10 pending, and you add it from there — once the booking is saved, her package shows 9 pending. She pays the other ₹4,000 next month in Customer Packages.

In this section

Page	Use it to
Setup Package	Define packages, the services in each, and batches for group courses
Package Parameters	Choose the details recorded about the client at each visit
Customer Packages	Sell packages to clients, take payments and refunds
Value Packages and Discount Coupons	Use a value based package for services, or turn its balance into a coupon
Batch Manager	Run group sessions — classes or courses — for package clients

Settings that affect packages

In Configuration: Allow Package Use Without Balance, Allow Excess Package Payment, Hide Expired Packages, Package should always be sold, Confirm Agent Selection Before Save, Do not use branch wise customer packages, and the Discount Coupon options. Each is explained on the Configuration page.

On the web

All the package screens are on the web and phone, except Direct Sale of a package, which is desktop only.