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.
To redeem a package visit at Checkout:
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Go to Checkout or check out an appointment from the Calendar.
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Ensure you have a customer selected and that their shopping cart is 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 be displayed.
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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 Checkout or check out an appointment from the Calendar.
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Ensure you have a customer selected and that their shopping cart is 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.
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