How to create a new package template

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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. When a package is sold, the value is correctly tracked as a business liability. It's only recognised as revenue in your reports when a service is redeemed, giving you a true picture of your finances. In this guide, you will learn how to create and edit a package template.

Important note: this article is focused on our refreshed packages feature, and is different to legacy packages. See our help guide Frequently asked questions (FAQs): Legacy Packages for more information on what has changed.

Step-by-step instructions

1 To create a package, head to the setup > packages page. Click add a package to get started.

2 When creating a package, you can give it a name and a description.

3 Once you've given your package a name, you can move on to constructing your package. Select a service from the dropdown menu (you can also search this list if you have a long list of services.

4 Next, enter the quantity (number of visits) that the client will buy as part of the package. Once the quantity has been entered, the price will automatically update.

5 You can also apply a discount to the overall package price by entering a value in the discount field. You can choose to apply a percentage or a dollar value discount. This discount will be equally applied across services in the package.

Timely note: total price will includes tax (if any) from service(s) that make up the package.

6 Then you can set up the validity/expiry date of your package by choosing a start date for the package. You can choose either time of issue, first use or specific date.

7 When you are ready, click save to apply your package template settings.

How to edit a new package template

Step-by-step instructions

1 If you want to edit a package template, head to setup > packages and click edit next to the package template you want to edit.

2 You can adjust any of the package template fields. When you are ready, click save to apply your changes.

Timely note: adjusting a package template will not change any packages that have already been issued to customers.