Create a New Package

Packages allow you to sell future visits and sessions in bulk. You can also set different auto-renew options, charging the client periodically or after a set number of completed visits. 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.

In this article, we will go over: 

• Create a New Package
• Add Services and Classes to a New Package
• Use Mass Edit to Add visits
• Grouping Services and Classes
• Set Access Levels for Packages

Create a New Package

1. Navigate to Settings > Things We Sell > Packages and click New Package.
   
2. Enter a name for this package and a description. Then enter the price, select a tax rate from the drop-down Taxation menu, enter Reward Points to be given when this package is purchased, and each time it renews.
   
3. Toggle Auto Renew off or on (default is on) and enter a Charge Frequency and Auto Renew Limit.
   
   
   • Charge Frequency defaults to No. of Visits Completed, meaning the package will auto-renew once the customer has used up all the visits included. You can also set this to a billing cycle period.
     
   • Auto Renew Limit lets you set the number of times the package can renew, or you can set it to Unlimited.
   • If Charge Frequency is set to anything other than No. of Visits Completed, check the Carry Balance Forward box to let customers carry unused visits into the next billing cycle.
     
     
     
4. If you want to offer a discount for initial payments on the package, toggle Discount Initial Payments on (green).
   
   
   • Set the Discount either as a dollar amount or percentage.
   • Enter the number of Billing Cycles to apply the discount, or use Unlimited for a non-expiring discount.
5. Select Show Package Online to make the package available online so that customers can see it on your Vagaro booking page and widget.
   
   
   
6. Toggle Allow Package to be Shared with Family & Friends to let customers share their package benefits with others.
   
   You can select the types of relationships customers can share with and set a maximum number of Family & Friends to share with.

Add Services and Classes to a Package

1. Click Add to select services and classes to include in the package.
2. Select from the list or enter the name of a service or class in the search box.
   
   
   Note: You can use Select All to add all of your services to the package at once. Click Deselect All to deselect the options.
   
   We'll cover Grouping in an upcoming section.
   
   
3. Click Add to add the items to the package.

Use Mass Edit to Add Visits

1. After adding items to the package, click Mass Edit to simultaneously set the number of visits for multiple services and classes.
   
2. Click the All Categories drop-down menu to select service categories to edit.
   Use Select All or Select None to change the selected categories.
3. Click the All Services/Classes drop-down menu to select package services to edit.
   Use Select All or Select None to change the selected services.
4. Enter the number of visits for the selected categories, services, and classes. You also can select an Unlimited number of visits.
   
5. Click Apply in the Mass Edit dialog when you're finished.

You can also change the number of visits individually by entering the number in each service field.

Group Services and Classes

Use Grouping to combine multiple services and classes in a Package to set a single number of visits that applies to the entire group. Once you've added the services and classes to the package, you can group specific items.

1. Select the services or classes you want to group and click Group.
   
2. Confirm that you want to create the group.
   
3. You can now set the number of visits to apply to the entire group while setting individual ungrouped services separately.
   
   You can ungroup by selecting the group and clicking the Ungroup link, delete groups or individual services by selecting them (using the checkboxes), and then click the Delete link.
   
   If you add a new service to a group, the number of visits for the group is reset to 0.
   
   
4. Click Save when you're finished creating the package.

Set Access Levels for Packages

You can limit an employee's ability to view, add, and edit Packages by changing the settings on the Access Levels page.

1. Navigate to Settings > Employees > Access Levels.
   
2. Select an access level, then click the More (3 vertical dots) menu and click Edit.
   
3. Packages and Memberships access settings will be in the Settings section. Find them and set for View, Modify, or both for each feature.
   

Click here to learn more about setting access levels.