Sell a prepaid session package

3 minutes read

A package is a number of visits the customer pays for once and uses up visit by visit. Everything happens on the "Packages" page in the side menu.

Steps

  1. 1

    Create the package

    Open "Packages" and tap "New package". Fill in "Package name", "Sessions", "Price" and "Valid for (days)". Under "Which services does it cover?" pick the services a visit can be taken as, or leave it empty for all of them, then "Save". It appears under "Packages you sell" with how much it "Saves the customer".

  2. 2

    Sell it to a customer

    Tap "Sell this package" (or "Sell a package" at the top and choose the "Package"). Fill in "Customer name", "Customer mobile", "Amount paid" and the "Payment method": "Cash", "Card" or "Transfer", then "Confirm sale". Validity starts today.

  3. 3

    Send it to them

    The package shows under "Customers' packages" with "… of … left" and "Valid until". Tap "Send on WhatsApp" so they get its link, or "Copy link".

  4. 4

    One visit per booking

    When the customer books from your page with the same number, their package shows after the verification code with "Take this visit from my package". If they walk in, tap "Take a visit" in the dashboard, then "Yes, take it".

The result

The customer sees what is left in the package at every booking, and the dashboard shows it under "Customers' packages" with the visits left and the end date.

Feature pagePackages and memberships

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