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, quarterly, yearly, or after a set number of visits are completed. When creating and designing packages, you can specifically 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
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Set your autopay charge frequency, charging customers weekly, monthly, quarterly, yearly or by a set number of completed 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 the 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.
Note
You must first create a package before selling it. Click this link to learn more: Create a New Package.
To redeem a visit from a package, the customer must book the appointment or class within the package's expiration date. Also, note that a package will not redeem if the service is already set to $0, but once you increase the price, the software will redeem the service as long as it's part of the package.
Related Article: Create a New Package
Jump to Redeem a Package.
Important
When a renewing package payment fails, Vagaro will attempt to retry the customer's card two times after the initial failure.
Sunday: Renewal fails. Package status changes to "inactive," and the customer can't use their package visits.
Tuesday: Vagaro attempts to charge their card again. If the payment goes through successfully, the package status changes to "active." If the transaction fails on Tuesday, the package will remain "inactive."
Friday: Vagaro attempts to charge the card again. If it fails, the package will remain inactive until manually reactivated by the business.
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Tap Checkout, select a customer (from the In Today or All Customers tab), and tap Shopping Cart.
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Tap +Add Item.
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Select Package.
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Tap Service/Class/Package.
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Tap Packages to select and sell one of the packages you've created.
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Tap a package to select.
Once the package is selected, you can make changes to some of the settings.
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Toggle Auto Renewal on or off.
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The default (on or off) was set when you created the package, but you can change it for this sale/customer.
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Change Charge Frequency by tapping Renews and selecting the option you prefer. Select a renewal period or use the No. of Visits Completed.
Choices for the billing cycle are: No. of Visits Completed, Weekly, Every 2 Weeks, Every 4 Weeks, Monthly, Every 6 Weeks, Every 2 Months, Every 10 Weeks, Quarterly, and Yearly.
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Tap Auto Renew Limit to limit how many times a package can auto-renew or use Unlimited.
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If you select a charge frequency other than No. of Visits Completed, you can check the box to carry over package visits to the next billing cycle.
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If you don't set Auto Renew, set an expiration date for the package or leave it set at Never.
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If you want to give the customer a discount at the start of their membership, set Discount Initial Payments to give a discount in dollars or as a percentage and set the number of billing cycles to discount.
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If the customer has people already on a Family & Friends Sharing list, their names display in a list in the Family & Friends Sharing section. Tap the list to make changes.
List members selected to share this package are highlighted in blue with a checkmark. Tap names to add or remove them from sharing the package.
You can also add new Family & Friends to the customer's account by tapping Add.
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When you've made changes to the selected Package, tap Done below.
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If Auto Renew is configured, you'll see a pop-up screen for credit card processing.
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If they have a card on file, you can use it or enter a new payment method:
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If there's no card on file, or you want to add a new one:
Note
A billing address is required when entering credit card information. Start typing in the address and the system will offer verified address suggestions to select from.
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Tap Done to add the package to the shopping cart.
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Complete the Checkout process.
Important
If your Vagaro employee account has a limit set on discounts you can offer (either by price or percent), when you click Checkout you'll see an Approval Required dialog pop up.
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Click Next.
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Select an employee with the access level to approve your discount and have them log in to approve the discount.
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When they click Approve, the transaction can be completed.
See Limit Employee Ability to Change Prices and Discounts for complete information on configuring employee limits and the checkout approval process.
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Tap Checkout, select a customer, and tap Shopping Cart.
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Tap +Add Item.
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Tap Service on the Add to Shopping Cart screen and select a class or service included in the package.
Notice the package redeems automatically. You can change that by tapping the item in the cart.
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In the Item Details screen, tap Use Package to toggle it on or off.
If the Use Package option is off, there will be options on the Item Details screen to turn it back on, use Points (if available), and set up a discount.
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Tap Save.
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Tap Done.
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Complete the Checkout process.
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