Packages creation

Guide to Using Packages in the System

Packages work similarly to memberships, but with their own setup and rules. They allow you to create bundles of items (such as courses or bay options) that customers can purchase and use over time.

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Setting Up a Package

1. Create the Package Type

   • Start by creating a new package type in the Admin panel (similar to how memberships are set up) You can find this in Admin Panel>Customers>Packages

   • Fill out the general fields with the necessary information.

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2. Add Pricing

   • Enter the overall price for the entire package.

3. Add Items on the second tab you will be able to add these in

   

   • Select which items (course or bay options) will be included.

   • Set the time or usage allowance (hours or count) for each item.

   • You can add multiple items, but they are tracked separately.

4. Save as POS Item

   • Once complete, you can make the package available as a POS item.

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Important Notes

• Deletions: If a package type is deleted, customers who already purchased it will still be able to use it until their package is fully redeemed.

• Cloning: Similar to memberships, changes to packages do not affect packages already purchased.

• Expiry: Packages expire on the set end date (configured to end on the previous day).

• Manual Assignment: If you add a package directly to a customer under the Customer tab, they will not be charged. You can assign manually a package to the customer just like you would do with a membership head to the customer tab >search for the customer(Note: process to be reviewed further.)

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Booking Side

• If a package matches the selected option, it will pre-select during booking.

• Customers can choose to pay with their package or opt to pay normally.

• If refunded, the balance will be added back to the package.

• Packages are color-coded for easier visibility during the booking process.

• The only thing to be aware of is a small edge case. - If a customer has, for example, 2 units in their package but tries to book 3 of the same type in a single booking, the system will return an error. This happens because it attempts to apply the package to all selected bay options, which is not possible in this scenario. - In other setups, this should not cause any issues, but it is something to keep in mind. We are currently working on a fix for this, which should be available soon.

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POS Side

• Packages can be added to the POS like any normal product.(you can learn more about how to add product to the POS on this link)

• They cannot be sold to anonymous customers — a customer must be assigned.

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Admin Booking Side

• Once a package is added to a customer, it will automatically appear when making a booking for them.

• Admins can choose which package to apply if a customer has more than one.

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