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How do I create a Package?
How do I create a Package?
Daniel Freire avatar
Written by Daniel Freire
Updated over 2 years ago

A package is a set number of appointment sessions and/or classes that are purchased in bulk. Follow along below to get started with this setup.

Step 1: Go to Services > Packages

Step 2: Click the "+" icon in the top right to add a new package:

Step 3: Fill in the details for the package:

  • Package Name: Member-facing name of the package

  • Package Description: Member-facing description of the package

  • Package Category: Select the category you want the package to be displayed under! You can select "Manage Package Categories" to create/edit existing package categories. For example, Personal Training, In-Body Scans, Nutrition Consults, etc.

  • Tax Inclusive: Is this product tax inclusive or exclusive or no tax?

  • Number of Appointments: How many appointment sessions does this package give access to? Select "unlimited" if there is no limit.

  • Number of Classes: How many class sessions does this package give access to? Select "unlimited" if there is no limit.

  • Package Duration: (optional) Does this package expire after a certain period of time?

  • Allow Online Purchasing: Can members purchase this package via the online store or mobile app?

  • Discount: (optional) Create discounts that members can use towards this product. You can limit the number of uses per member.

  • Trigger Email: (optional) Create a customized email that automatically gets sent to a client when they purchase this package.

Agreement: If you make customers sign an agreement with this package, you can choose to require a digital signature here.

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