Packages

To set up packages, you'll first need to make sure your services are set up and the feature is turned on. Go to settings > features to check. Don't forget to save!

Go to settings > packages > tap +. 

Quick Setup:

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Detailed Setup:

For the 1st section, enter a name for the package, the price of the package (the price of the package overrides the prices of the services), and a lively and enticing description.

For the 2nd section, select the number of sessions or hours included in the package, and choose which services it applies to. You can select all services or select specific services/ classes. You can also define the quantities of each service/class to limit how often this specific service/class can be booked.

For example:

  • Total number of sessions is 10. Out of the 10, 6 can be used for dog walking and 4 can be used for private lessons.
  • If you wanted to mix and match but didn't want to set the quantity, you can set total number of sessions is 10. Out of the 10, you can select from dog walking and private lesson. If there is no defined quantity, you'll want to select each of the items to "same as package". 
  • If you just have one service/class that the package applied to, you can also select "same as package"

For the 3rd section, select when the package will expire and if you want to show this package online for clients to purchase.

In the last section, you can attach a contract (e.g. liability waiver), form, and a thumbnail photo for the package.

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Homescreen > Packages Dashboard

On the packages dashboard on the homescreen, you can sell and view packages. You can tap on the + sign to sell a new package to a client or tap on the filter to see the different package statuses - active, sent, viewed, expiring, expired, etc. 

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Video Setup:

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