Packages let you sell a client a prepaid bundle of sessions (or hours) for your services or classes at one set price, usually at a discount. Your client pays once, then books the covered services without paying again until their sessions run out.
To use packages, first make sure your services and classes are set up and the Packages feature is turned on. Go to Settings > Features, turn on Packages, and save.
Setting Up a Package
In the app: Go to Settings > Packages , tap +, then Create a package (or Add a package from defaults to start from a template).
On desktop: Go to Settings > Packages, select Add a package, then Create a new package (or Add a package from defaults to start from a template).
Then fill in the package details:
- Enter a Name and Price. The package price overrides the combined price of the included services.
- You can set a Discount rate and turn Allow sales tax on or off.
- Add a short, clear Description.
- Choose Sessions or Hours, then enter the number included in the package.
- Choose which services (including classes) the package covers: select All services, or select Some services and pick each one. For each service, you can limit how many package sessions it can use by choosing Same as package or entering a set number.
- Set Expires after to control when the package expires.
- Turn on Show online to let clients purchase the package online.
- Optionally, attach a contract (for example, a liability waiver) and a form, and add a thumbnail photo.
Selling a Package to a Client
On desktop: From the Packages dashboard (Home > Packages), select + Sell.
In the app: From the Packages dashboard (Home > Packages), tap +.
You can also sell from a client’s message thread: open the thread, select the $ icon, then select Sell a package. From there:
- Confirm the Client and select the Package.
- The number of Sessions and the Expires date fill in automatically when you pick the package. You can edit any of the package details before continuing.
- Review the total (subtotal, any discount, sales tax, and surcharge), then select Next.
- Choose how to finish: Save it to the client’s profile, Charge the client’s card, or Send it to the client to pay.
Offering a Payment Plan or Buy Now Pay Later
- Buy Now Pay Later: If you have the Buy Now Pay Later feature enabled (Settings > Features), your client can choose to finance their purchase at 0% interest through Affirm, Afterpay, or Klarna when they pay for the package. See Buy Now Pay Later for setup and details.
- Payment plan: To let a client pay for a package over time, add the package to an invoice and set up a payment plan. The package becomes active once the invoice is paid in full. See Payment Plan for Clients.
How Clients Book and Use a Package
Clients book your covered services through the PocketSuite client app, your website's booking widget, or your booking link.
When a client who owns an active package books a covered service, the service shows as a Prepaid Package and is covered at no charge, using one session from their package.
Pro Tip: If you use booking categories, add the package to a category so clients can find and purchase it on your booking portal. See Categories and Online Booking Setup.
Applying Package Sessions to Appointments
Once a client has an active package, any unpaid appointment for a covered service applies to it automatically and shows as a Prepaid Package. One session is deducted from the package’s session count each time a covered appointment is added to the calendar. This includes an appointment that was booked or completed before the package was purchased.
To apply or switch the package on an appointment manually:
- On desktop: Open the appointment, select More options, then select Apply package.
- On mobile: Open the appointment and select Package.
Then choose the package to use and select Done. If the client has more than one package that covers the service, each one appears here so you can pick which package’s session to apply.
The Packages Dashboard
Go to Home > Packages to sell, view, and edit packages.
- The status tiles across the top show each package's status: Active, Sent, Viewed, Expiring, Expired, Not paid, Canceled, Exhausted, Completed, and Partially paid.
- Use the filters to narrow the list by date range, Icons, Pros (team members), specific Packages, or use Search to find a client or package.
Adjusting a Package’s Sessions
To add or deduct sessions from a client’s package without an appointment:
- From the Packages dashboard, select the client’s package.
- Select Edit in the top right corner of the page.
- Select Sessions and change the number of sessions.
- Select Next, then select Save.