Setup Package
Available on: Desktop · Web · Phone
A package is something a client buys in advance and uses over several visits — for example 10 Hair Spas (a fixed services package) or ₹10,000 to spend on salon services (a value based package). Setup Package is where you define your packages, which services each one includes, and the batches used for group courses.
In Setup Appointments, open the menu and double-click Packages › Setup Package (or select it and press Enter). It opens as a tab, and is shown only to users allowed to modify the configuration.
It has three tabs: Package Head and Package Detail each have a Save button, and Setup Batch has Save Batches.
Package Head — the packages
One row per package:
TITLE
The package name, for example 10 HAIR SPAS. It must be unique
DESCRIPTION
A longer description
VALID DAYS
How many days the client can use the package, counted from the day it is sold. Leave 0 for a package that does not expire
COST
The selling price. For a fixed services package, what the client pays (before any discount), shared across its services by their rates. For a value based package, the amount the client pays — leave it 0 to type the amount at each sale
STATUS
ACTIVE or INACTIVE — only active packages can be sold
MINIMUM QTY., MAXIMUM QTY.
For a fixed services package, the fewest and most services the client must tick when it is sold. Only the ticked services are given, and the price stays the full COST. Leave MINIMUM QTY. at 0 to give all the package's services — always leave it 0 for a value based package
QTY. TYPE
How the minimum and maximum are counted: ITEM counts the services ticked; SERVICE adds up their service counts (ticking Hair Spa ×5 counts as 5)
LINKED ITEM
A service item that stands for the package — type in the cell to open the item search. Set it for every value based package: it is how a client's value package is listed before any services are added to it
PACKAGE TYPE
FIXED SERVICES — a set number of each service; or VALUE BASED — an amount to spend on any services
FREE SCHEME AMOUNT
For a value based package, the extra amount the client gets free on top of what they pay. Leave it 0 to type it at each sale, where it is then required
VALID DATE
The last date the package can be sold. Leave it empty for no limit
Title and description are changed to capitals. Click Save and confirm "Are You Sure You Want To Save Changes ?".
A title left empty gives "Title Name Can't Be Blank"; a title already used, "Title Name Already Exists.".
"Minimum Qty. Cannot be greater than Maximum Qty."
To remove a package, delete its row and answer "Are You Sure You Want To Delete Row?". It is removed — with its services and batch allocations — when you click Save. A package that a client already has cannot be deleted: "Package master is in use! Cannot be deleted.".
Parameters opens Define Package Parameters for the selected fixed services package, where you list the details (such as measurements or readings) to record for the client when they come in — see Package Parameters.
Package Detail — the services in a package
Every fixed services package needs its services listed here, or it cannot be sold. Pick the Package (only fixed services packages are listed), then fill the grid:
PACKAGE NAME
Filled in for you
SERVICE NAME
The service — type to search
SERVICE COUNT
How many of that service the package gives
Click Save and confirm. A service left empty gives "Service Name Can't Be Blank"; a service already in the package, "Service Name Already Exists.". Each service needs a selling rate, because the package price is shared across the services by their rates.
Changing the package with unsaved lines asks "The changes to this package's services are not saved. Discard them?".
Example — a hair spa course. On Package Head add 10 HAIR SPAS: VALID DAYS 180, COST 8000, STATUS ACTIVE, PACKAGE TYPE FIXED SERVICES, MINIMUM QTY. 0, and save. On Package Detail pick 10 HAIR SPAS and add Hair Spa with SERVICE COUNT 10, then save. The package can now be sold from Customer Packages through Package Sale: the client pays ₹8,000 and gets ten hair spas, valid for 180 days, and each hair spa booked against the package uses one of the ten.
Setup Batch — batches for group courses
A batch is a group session, such as a yoga class or a training course, that several package clients attend together. Batches are run from the Batch Manager.
BATCH TITLE
The batch name — unique, up to 150 characters
BATCH DURATION
How long each session lasts, in minutes. Each attendee's job slip is booked for this time
IN ACTIVE
YES hides the batch from the Batch Manager
DEFAULT AGENT
The stylist (trainer) who normally runs the batch. The Batch Manager starts with this stylist, and you can change it there
Click Save Batches and answer "Are you sure to save selected records". Messages: "Invalid Batch Name.", "Batch Duration Required.", "Batch Already Exists.".
Allocate / Deallocate Package Services
Choose the batch in Select Batch to see its package services (Package Name, Service Name). Click Allocate to pick package services to add to it, or DeAllocate to pick ones to remove — tick them in the selection window and click Ok. The change is saved at once. Only services of fixed services packages can be picked.
Careful: clicking Ok with nothing ticked takes every service listed — for DeAllocate, that removes them all.
In the Batch Manager, only clients who bought one of these packages, have uses of the allocated service left, and whose package is active, billed and not expired can be added to the batch.
Leaving the screen
Moving to another tab with unsaved changes asks "The changes on this tab are not saved. Discard them?". Closing with unsaved changes asks "Are You Sure You Want To Close Without Saving Data?".
On the web
On the web, Setup Package opens as a large window over the diary — full screen on tablets and phones — with the same three tabs. Each tab has a Delete button for the selected row.