A package allows the business to schedule and sell multiple appointments in one visit or over time, at an equal or discounted rate.
Create a Package
- To create a package go to Setup > Setup Services > Setup Service Packages.
Schedule a Service Package
- Go to the Appointment Book
- Click Find Appt
- Complete required fields
- Select a Package from the Service List, adjust workers as needed
- Click Search
- Select a Time
- Click Schedule Appointment
Sell a Service Package
- Go to Check Out
- Click Other
- Select a Package from the Package List
- Click Add to Ticket
- Complete Payment
View a Client’s Service Package Remaining
- Go to the Clients
- Search for the client
- Click Accounts tab
- View Packages, Amount Unused & Unused Value
Use a Client’s Service Package Remaining
- Schedule a service for the client that matches the service package
- Check out the appointment
- Receipt will show Prepaid Package applied to the receipt
- Apply any Payment to close ticket -or- ticket will auto-close at midnight
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