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Setting Up Package Plans (Recurring)

Setting Up Package Plans (Recurring)

If you choose to do a 'Recurring' package, select the 'Recurring' package under Package Plans


Recurring defined is creating packages for the future. For example, if a client decided they wanted to buy a package plan for 6 months but it is 5 sessions per month, you can create the plan so the invoices and packages for all 6 months are already created.

Setting Up Package Plans (Recurring)

1. Reservation Type: Choose your reservation type that you have set up in 'Reservation Types'.

2. Description: What does your package consist of? For example: Hitting Lessons - 10 Session Package

3. Is Comp Package: - Is this package offered for free?

4. Sessions (Multiple): Multiple: Setting up multiple sessions for clients to buy more than one. Choose how many sessions they are going to purchase. Either they can by a flat amount or a range. For example, 5 sessions or 1-5

5. Start Date - Putting in a specific date that the sessions would be able to be used.

6. Booking Out of Range: Would you like this package to last longer than the length you set for the package?

7. Share With: Pick who you would like to share this package with through your relationships you set up through the 'Personal' tab.

8. Default Document: Pick which document (or waiver) you want associated with this package you create. (See Documents)

Setting Up Package Plans (Recurring)

1. Recurring Patter (Daily/Weekly/Monthly/Yearly) - Pick how you want this pattern to recur in the set up for the one individual package.

2. Pick your settings pending on what you chose in Step 1.

3. Auto-renew: Do you want this package to automatically renew after the first package has expired.

4. This package renews as: Do you want the package to renew as the same package you set up? Or a different package? Example, maybe you offer a free week of classes, which then renews into a monthly package.

Setting Up Package Plans (Recurring)

1. Category: Paid or Comp? Do you want to make this client pay for the package or is it complimentary?

2. Fee: X dollars Per Package/Session

3. Default Invoice Option: Which invoice option would you like this package to receive? You will have the option of putting all of the sessions on a 'Single' invoice, 'Multiple' invoices or put it on an Invoice later.

4. Installments: You can set your payments to come out at a specific time for packages. For example, you can have a package offer a client sessions weekly yet charge them monthly.

5. Auto Pay: Do you want these payments for the package to come out automatically from the clients credit card information?

6. Sell Online: Is this package available to be sold online?

7. Discount: You can apply a discount for a specific package you create. This can always be altered at the point of sale.

8. Revenue Category: You can tie a revenue category to whichever package you are creating to properly sort your revenue within your revenue report.

9. Additional Description: You can provide your clients with more information regarding this package they have purchased. This will place description on printable invoices for your clients to see.

10. Internal Remarks: Any extra information you need to remind yourself when selling a specific package.

Setting Up Package Plans (Recurring)

Once you have moved passed step 3, you will see your summary. Once you are ready, hit Add Package Plan

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