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How to redeem a legacy package

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Designed to help you maximise revenue and build client loyalty, packages allow you to bundle services and offer exclusive deals. Creating custom packages help you grow your business, and gain valuable insights into what your clients love. In this guide, you will learn how to redeem legacy packages.

 

 

Important note: this article is focused on our legacy packages feature, and is different to our new updated packages. If you wish to start using packages in your business, see our help guide Frequently asked questions (FAQs): Timely Packages (New) for more information on what has changed.

 

 

How to redeem a legacy package on an appointment

1 Select the relevant appointment and click on the appointment in the calendar. Then, from the pop up, click the completed button.

 

2 When a client has services that can be redeemed, they will be shown in a pop up list. Check the relevant services you want to redeem and click apply.

 

Timely note: a package icon will then appear on that appointment and in the pop up. If you try to raise a sale on the booking, the service value will automatically be set to zero. If you raise a sale before adding the package redemption, you will be notified that there are packages available to be redeemed.

 

 

How to redeem a legacy package on a class

1 Click on the class in the calendar, then head to the attendance tab.

 

2 Select the attended button next to the client. If packages are available to redeem then a pop up will appear permitting the redemption. Check the box and click apply.

 

3 Once the package has been redeemed, the package icon will appear next to the customer's name.

 

Timely note: we have sunset the class feature on Timely. If you have not used classes in your account before, you will not be able to use this feature. If you already have classes in your account, you will be able to continue using them. Redeeming classes are similar to services, but occur when attendance is confirmed for a customer. 

 

 

How to remove or undo a legacy package redemption

1 If you want to undo or reverse a package redemption, the quickest way to do this is to click the complete button again. This reverses the completion and also removes the package redemption.

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