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How to sell a package to a client

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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 sell a package to a client.

 

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.

 

 

How to sell a package to a client

Step-by-step instructions 

1 To get started, make sure you have created a package within Timely. To do this, see our help guide How to create a new package template for more information.

 

2 Once you have completed the step above, you can now search for the customer's name. If they are not already a client of your business, you can create a new account for them. If you are having trouble finding their account, you can refer to our help guide How to view and search for customers for support.

 

3 When you have located your client, click on their name, followed by the price tag icon.

 

4 This will take you through to the checkout page, click on packages. Then, select the package that your customer wishes to purchase and make any modifications if you need to.

 

5 Then simply add it to the sale and click on the button labeled checkout. In the payments page or in the payment section of the checkout, choose the option that matches how your client will be paying. Then you can check out as usual!

 

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