Packages allow you to sell services, classes, and/or products in bulk to be redeemed for later appointments and can be set to expire after using all visits or renewed after a period of time or number of visits. You can create pre-built packages for sale on your Vagaro Listing Page, custom website, and at Checkout, or create a package from scratch for one customer at Checkout. If your employees or booth renters have their own merchant account, make sure to enable Package & Membership Sales Go Directly to Employees in your Taxes & Checkout settings. This setting allows package sales and renewals to be deposited directly into their accounts.
Prerequisites: This feature is available for all Vagaro businesses. At least one package must already be set up and active. Optionally, Credit Card Processing is required to set up auto-renewing packages.
To sell a package:
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On the Checkout screen, select a customer.
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Select Shopping Cart.
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Select Add Item, then select Package.
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In the Service/Class/Package list, select a pre-created package, or select the classes, services, add-ons, and/or products to sell together as a package.
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Optionally, configure the package's settings. Packages that were already created will have all their settings selected..
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Number of Visits: Set the limit on how many times this package can be used. This setting can't be changed for pre-created packages.
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Price: Enter how much the package costs.
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Auto Renewal: Select whether the package will be automatically renewed, when, and how.
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Renewal On: Selecct how often the package will be automatically renewed, or choose No. of Visits Completed to specify how many times the package can be used for services, classes, and their add-ons.
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Auto Renew Limit: Set how many times this package will renew. You can set this option to Unlimited.
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Discount Initial Payments: Set a discount for the package and the number of billing cycles this discount will apply for.
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If Auto Renew is not enabled, select if or when the package Expires On.
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Optionally, if this package allows Family & Friends Sharing, select who can use this package.
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Select Done.
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If Auto Renew is turned off, you'll be brought back to the shopping cart.
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If Auto Renew is turned on, select or enter a card on file. You can't check out a renewing package without a card on file.
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Take payment for the package and check out the customer.
If your Vagaro employee account limits the discounts you offer, you'll see an Approval Required popup.
To sell a package:
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On the Checkout screen, select a customer.
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At the bottom of the screen, select Package.
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In the Service/Class/Package menu, select a pre-created package, or select a service or class to create one from scratch.
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Optionally, configure the package's settings. Packages that were already created will have all their settings selected..
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Initial Visits: If the package includes classes or services, enter how many times this package can be used. This number can't be changed for pre-created packages.
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Amount: Set the price of the package, both for the initial purchase and for all future payments.
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Optionally, to sell an auto-renewing package, toggle Auto Renew and configure the following settings:
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Renewal On: Selecct how often the package will be automatically renewed, or choose No. of Visits Completed to specify how many times the package can be used for services, classes, and their add-ons.
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Payment Date: The date when the package will renew.
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Auto Renew Limit: Set how many times this package will renew. You can set this option to Unlimited.
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Carry Balance Forward: Whether any remaining balance can still be used when the next billing cycle starts.
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Discount Initial Payments: Set a discount for the package and the number of billing cycles this discount will apply for.
If Auto Renew is not enabled, select whether Package Has an Expiration Date and the Expiration date.
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Optionally, if this package allows Family & Friends Sharing, toggle Allow Package to be Shared with Family & Friends, then select who can use this package (selected members are displayed in blue).
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Add the package to your cart:
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If Auto Renew is turned off, select Add Package.
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If Auto Renew is turned on, select Next, then select or enter a card on file. You can't check out a renewing package without a card on file.
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Take payment for the package and check out the customer.
If your Vagaro employee account limits the discounts you offer, you'll see an Approval Required popup.
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