Packages allow you to sell future visits and sessions in bulk. You can also set different auto-renew options, charging the client weekly, every two weeks, every four weeks, monthly, every two months, every six weeks, every ten weeks, quarterly, yearly, or after a set number of visits are completed. You can also do the following:
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Customize a package to fit your business needs
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Add one type of class or service to a package
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Combine different classes or services into one package
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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:
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Navigate to → → and click New Package.
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Enter a name for this package and a description. Then enter the price, select a tax rate from the drop-down Tax menu, and enter Reward Points to be given when this package is purchased and each time it renews.
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Toggle Auto Renew off or on (default is on) and enter a Charge Frequency and Auto Renew Limit.
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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.
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Auto Renew Limit lets you set the number of times the package can renew, or you can set it to Unlimited.
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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.
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If you want to offer a discount for initial payments on the package, toggle Discount Initial Payments on (green).
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Select Show Package Online to make the package available online so that customers can see it on your Vagaro booking page and widget.
If you toggle Show Package Online to On (green,) the Suggest as Upsell When Booking a Participating Service or Class option will display. When toggled On, the Upsell feature will suggest Packages to customers booking Services, Classes, and Add-Ons attached to that package. See blah to learn more about what this looks like on the customer end.
A Package Upsell will look like the image below when a customer purchases items attached to that package.
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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.
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Click Add to select services and classes to include in the package.
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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.
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Click Add to add the items to the package.
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After adding items to the package, click Mass Edit to simultaneously set the number of visits for multiple services and classes.
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Click the All Categories drop-down to select service categories to edit.
Use Select All or Select None to change the selected categories.
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Click the All Services/Classes drop-down to select package services to edit.
Use Select All or Select None to change the selected services.
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Enter the number of visits for the selected categories, services, and classes. You also can select an Unlimited number of visits.
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Click Apply when you're finished.
You can also change the number of visits individually by entering the number in each service field.
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.
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Select the services or classes you want to group and click Group.
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Confirm that you want to create the group.
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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.
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Click Save when you're finished creating the package.
You can limit an employee's ability to view, add, and edit Packages by changing the settings on the Access Levels page.
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Navigate to → → .
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Select an access level, then click the More (3 vertical dots) menu and click Edit.
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Packages and Memberships access settings will be in the Settings section. Find them and set to View, Modify, or both for each feature.
Click here to learn more about setting access levels.
Comments
2 comments
Is there a way to set different expiration dates for different packages? I would like to set my 5 class pack to expire within 30 days while giving the 10 class pack an expiration of 90 days. I am only seeing the option to set one overall package expiration date under Settings - Online Shopping Cart.
Hi Ginger... I don't think there is a way to do what you want here. The only "by package" setting that could affect this is Auto Renew, which has a configurable period, but you'd have to allow at least 1 renewal. Please put this into our system as an enhancement request.
https://feedback.vagaro.com/forums/915991-feature-requests
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