Setup Packages

Setup Packages



In January 2023, the Main Setup page will be getting a new look.  The Setup Packages has been moved from Setup Services to it’s own Setup Packages & Memberships category on the Main Setup page.
Packages offer two benefits; either to schedule multiple services online at one time or to purchase multiples of a service or class for the same appointment in advance.

To setup a Service or Class Package with Multiple Services, for example a Spa Day Package that includes a Massage, Manicure and Pedicure:
  1. Click the Menu Icon (≡) and then click Setup > Setup Services > Setup Packages
  2. Click +New to add a new package
  3. Enter the Package Name
  4. Enable the checkbox if the package is Available for Client Self-Booking online
  5. Enable the checkbox if the package is Available for Client Self Purchase online
  6. Enter the Client Facing Name and Description to appear online
  7. Select a Service or Class
  8. Enter Reps = 1
  9. Update the Discounted Price field
    1. Click + to add more services or classes and repeat step 6 to step 8
  10. Click Save
To setup a Service or Class Package with Repeat of the same Service, for example 10 Mens Haircuts
  1. Click the Menu Icon (≡) and then click Setup > Setup Services > Setup Packages
  2. Click +New to add a new package
  3. Enter the Package Name
  4. Enable the checkbox if the package is Available for Client Self Purchase online
  5. Enter the Client Facing Name and Description to appear online
  6. Select a Service or Class
  7. Enter Reps = X
    1. Reps is the total number of repetitions included in the package.
  8. Update the Discounted Price field
    1. Click + to add more services and repeat step 6 to step 8
  9. Click Save

    • Related Articles

    • Setup Service Packages

      In January 2023, the Main Setup page will be getting a new look. The Setup Services Packages has been moved from Setup Services to it’s own Setup Packages & Memberships category on the Main Setup page. Service Packages offer two benefits; either to ...
    • Packages Guide

      A package allows the business to schedule and sell multiple appointments in one visit or over time, at an equal or discounted rate. Create a Package To create a package go to Setup > Setup Services > Setup Service Packages. Schedule a Service Package ...
    • Setup Memberships

      Go to Setup > Setup Packages & Memberships > Setup Memberships Click Add New Add Membership Details Name is the name of the membership Price is the amount to bill Billing Cycle is how often to auto-bill Service Package to auto credit every time the ...
    • How can I book a service package?

      To schedule a package, follow these simple steps: Go to Appointments Select Find Appointment Search for a client by name, phone or email and select -or- create a new client Select a Date or # of Weeks Out Click the drop down to Select Service, at the ...
    • Setup Service Groups

      Create and edit service groups to identify categories of services. Assigning a different color to each service group helps identify appointments or point-of-sale items easily. Example: Service Group is “Hair Color,” Services (created later) are “All ...