Frequently asked questions (FAQs): Timely Packages (New) – Timely

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Innovate

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 see an overview of frequently asked questions regarding packages, in addition to help centre guides to help you get started with packages!

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.

Useful Help Guides

To help you get started, we've designed five key guides to help you master the packages feature:

Frequently asked questions (FAQs)

Will packages be the right fit for my business?

Our new packages have been built with a particular focus on the beauty industry, and as such they may not be a good fit for your business if you:

Offer classes (this feature has been sunset)
Sell packages that are made up of hours and minutes (instead of visits)
Sell packages for any service, unlimited visits, or with no fixed price
If you often make changes to packages that have already been sold to clients (i.e. decreasing visits)
You want to discount your packages at the point of sale. Discounts are applied directly within your package templates, therefore cannot be further discounted at the point of sale when issuing to clients.

Can I still use my legacy packages alongside new packages?

If you've previously been using packages, there will be some changes to how you use packages in Timely.

A Your old package templates will still be visible in your account under setup > packages on the archived tab, but you will no longer be able to edit them. However, you will be able to delete them if you want to.

B You won't be able to create or sell any more of your old packages to your clients, though you will still be able to book clients in for old packages and redeem them. This will mean you'll naturally transition away from using the old packages as you sell new packages to your clients and redeem the old ones.

How will my reporting on packages change?

A As our new packages are fundamentally different to the old ones, you may notice that your reporting will go through a transition phase too. Previously we treated package sales as revenue when they were sold - this meant they were part of your totals in your sales reports. Now, packages are considered a liability when they're issued, so they're only seen as revenue in your reports when they're redeemed against a client's appointment.

B We've introduced new package reports, so you may need to use a range of reports for a while. The existing package reports will continue to work as long as you have any issued old packages, but you'll want to use the new reports to report on the new packages you're beginning to sell, book, and redeem.

Can you help me migrate all my packages in bulk?

Not at this stage. To minimise the impact on your reporting and business processes, we recommend using the a gradual phase-out of the old packages from your account. However, our support team are able to support you in moving over from legacy packages to new packages. Get in touch with us here, and we will see how we can help!