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.
After attaching a package to your customer's profile, you can use that package and its visits to redeem the things you sell at your business.
Note
Services, classes, or products redeemed through a package do not earn points.
To redeem a package visit at Checkout:
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Go to the Checkout
screen, or check out the customer directly from the Calendar.
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Select a customer and add items to their shopping cart.
Note
For existing appointments or classes, the customer is already selected and ready for checkout.
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Select Shopping Cart. Any items redeemable with the customer's package will automatically display a blue PKG
(package) chip.
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To redeem or remove a package visit:
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Select the item in the cart.
Tip
If the customer's package doesn't redeem any items in the cart, verify the items that can be redeemed from their Customer Profile.
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Select Use Package. The package details, like starting and current visit balance, will appear.
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To not use a visit, select Not This Time.
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To use a visit, select Use Package.
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Select Save, then select Done in the Shopping Cart to return to the Checkout screen.
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Enter payment for the remaining balance, if applicable, then select Checkout.
To redeem a package visit at Checkout:
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Go to the Checkout
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Select a customer and add items to their shopping cart.
Note
For existing appointments or classes, the customer is already selected and ready for checkout.
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Add items to your customer's shopping cart, if applicable. Any items redeemable with the customer's packages will automatically display a green PKG
(package) button.
Tip
If the customer's package doesn't redeem any items in the cart, verify the items that can be redeemed from their Customer Profile.
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Optionally, to remove a package visit from an item, select the PKG button, then select Not This Time. The button will turn gray and can be selected again to reactivate.
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Enter payment for the remaining balance, if applicable, then select Checkout.
If you aren't sure what a customer's package redeems or how many visits they have left, view their package details to learn more. From a customer's profile, you can view when the package was purchased, renewals, starting and current balance, and package status.
To view a customer's package details:
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Select the customer's profile photo at Checkout
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In the top menu, swipe left to Packages and select it.
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Select the package to be viewed, then select Edit Balance.
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Select the Service/Classes or Products tabs to see what the package can redeem.
Note
If you grouped items in a package, select Grouped Service/Classes to see more.
To view a customer's package details:
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Go to the Checkout
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Select a customer and add items to their shopping cart.
Note
For existing appointments or classes, the customer is already selected and ready for checkout.
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Next to the customer's profile, select History.
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Select the Packages tab.
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To view what services, classes, and/or add-ons a package can redeem, select the package's Starting Balance.
Comments
2 comments
If the client wants to purchase a package and utilize it in the same day, do we “remove (the service) from checkout”, finish that transaction, then go back to the calendar and check out the service with the package? I'm assuming that's how it's done, but it would be nice to see it described in this tutorial. Thanks!
Hi Jennifer, Yes, that's how it works. I'll get this added to my article as soon as possible. It'll be a useful tip to users.
Thanks,
Jamie
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