Packages allow you to sell future visits and sessions. You can set auto-renew options, charging the client weekly, every two weeks, every four weeks, monthly, every two months, quarterly, yearly, or after a set number of visits are completed. You can also do the following:
- Customize a package to fit your business needs
- Add one type of class or service to a package
- Combine different classes or services into one package
- Offer a set series of visits or unlimited visits
Once a package is created, you can sell it from the Checkout screen. You also can sell it on Vagaro.com, your booking page, your Instagram page, your Facebook account, and your personal website or blog via the Vagaro booking widget.
If you choose to require auto-renewal, you can set an Auto Renew Limit or the number of times you want to renew the package. This gives you more flexibility and control and provides clients with more payment options.
To redeem a visit from a package, the customer must book the appointment or class within the expiration date of the package. Also, note that a package will not redeem if the service is already set to $0, but once you increase the price, the software will redeem the service as long as it's part of the package.
Related Article: How to Create a New Package
Jump to Redeem a Package.
Sell a Package
- Click Checkout and select a customer (from the In Today or All Customers tab.)
- Click Package.
- Click the Service / Class / Package drop-down. Then select the package you want to sell.
- Toggle Auto Renew on or off.
- The default (on or off) was set when you created the package, but you can change it here for this sale/customer.
- Change the charge frequency by clicking on the drop-down next to Renewal on and selecting the option you prefer. Select a renewal period or use the No. of Completed Visits.
- Set a limit for how many times a package can auto-renew, or use Unlimited.
- If you select a charge frequency other than No. of Completed Visits, you can check the box to carry over package visits to the next billing cycle.
- If you want to give the customer a discount at the start of their membership, set Discount Initial Payments to give a discount in dollars or as a percentage and set the number of billing cycles to discount.
- If you don't set Auto Renew, set an expiration date for the package or leave at Never.
- If the customer has people already on a Family & Friends Sharing list, their names will display as buttons. Blue indicates a list member who's been selected to share this membership. Names on gray buttons have not been selected. Click the button to add or remove people who can share this membership.
You can also add new Family & Friends to the customer's account by clicking the link. - Click Next when you've set up the package.
- If Auto Renew is configured, you'll see a pop-up screen for credit card processing.
- If they have a card on file, you can use it, or enter a new payment method:
- If there's no card on file, or you want to add a new one:
- If they have a card on file, you can use it, or enter a new payment method:
- Complete the Checkout process.
Redeeming a Package
- Click Checkout and select a customer (from the In Today or All Customers tab.)
- Click Service.
- Select a service that's included in the customer's package, a service provider, and a start time (today.) Then click Add Service to add it to the shopping cart.
- Vagaro applies the package by default. If you don't want to use the package for this visit/service, click the Pkg icon in the Use Points column to change.
- Complete the Checkout process.
Comments
11 comments
It seems that the provider who sells the package, gets paid for the package. What if the client wants to redeem with another service provider?
Toni - The service provider who performs the service will get the credit for the money from the package. We allow people to select who sold it on both gift certificates and packages, because businesses like to monitor that information too, but they do not receive any money for selling them.
I use my iPad at my office and I'm happy to see all the updates that have been made to streamline things for iPad users. However, I haven't figured out how to add a package to a client's account from the iPad. It seems that when I add the package it only charges the client for one of the services not the total of the package. For example: I charge $220 for a package of 6 waxes, the client should be paying for this in one lump payment upfront. But when I go to checkout on the iPad, and add the package, it gives a total of about $40 (the cost of one of the waxes), it doesn't charge them the cost of the package. I have no problem redeeming packages. Just charging client for the total. Any help?
Ok, never mind. For some reason, it's working for me now when I test it out. (Can't delete my previous comment- sorry)
The instructions above are for the desktop version - I can't figure out how to redeem a package using the iPhone app. Help!
Can packages be set up as a service listing?
I am also curious about what Carol asked. It would be nice to have some packages set up and ready without having to figure out what sort of discount to give on they fly.
I've just sold a package to a woman who wanted to give it to her daughter as a gift. Can I transfer the package to her daughter's name after the transaction has gone through?
I would like to pre-configure service packages, such as a 4 pack of 30 minute massages. I would like to sell this via my website and social media. Is this possible in Vagaro?
I would like to sell packages via my website also and have a menu option pre set up so I do not have to configure discounts every time also. When will this be an option for us?
Here's a couple workarounds I've used for previous comments...
Ex: I want to sell packages for touch ups for 3 visits at a discount. 1. Create a new touch up service (3 touch ups prepaid pkg.) for the desired full amount 2. Client books this service 3. In checkout delete this service but add a new pkg with one less "No. Of visits". Client now has 2 more services to redeem already paid in full
Option 2. Ex. create a new service denoted as a buy 3 pkg., allocate 100 points EARNED for the service. Allocate 50 pts. REDEEMED to the regular, non pkg service. Client pays for the 3 services at the 1st visit and has points to be redeemed for the 2 future services.
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