This Guide will show you how to set an Individual Package to Auto-Renew.

Creating a Package Plan.

Click on Administration

Click on Packages

Click Add Package Plan

Click Individual as your Package Type

Setting Up the package that Auto-Renews

  1. Reservation Type - Choose your Reservation type
  2. Description - Add in your Package Description
  3. Is Comp Package - This Determines if the package is considered a "Comp" package for reporting purposes only. The checkbox is not related to the billing of the package in any way.
  4. Sessions - Select the number of Sessions the Package will include (Single, Multiple or Unlimited)
  5. Renewal Threshold - If the renewal is set to auto-renew using a threshold this is where you can set the Threshold.
  6. Start Date - Either enter a Start date that the package will always start on or Default to the sale date by ticking the checkbox.
  7. Package Length - Set the package length.
  8. End Date - if you enter a start date or choose to Default to the sale date the end date will be automatically calculated.
  9. Booking Out of Range - this determines if the Package can be used for dates out side of the active date.
  10. Auto-renew - Select Yes, then choose if the renewal is based on a time period before expiration date (must be within the the package length or 0 days)
  11. This Package renews as - Choose what Package you would like the renewal to be. Either a copy of itself (the package as it was when sold) Another package description (Package renews to a different plan) or This Packages Description (This Package description will not show until the package plan has been saved.You can edit the plan after it is saved to choose this option. Choosing this option you will be able to pick up any changes made on the plan at a later date when the Package auto-renews)
  12. Share With - Set who a Package can automatically share with depending on the Relations on a clients profile.
  13. Default Document - Add a document to the Package Plan.
  14. Next>> - Go to the billing area.

Creating the Billing

  1. The Category option allows you to categorize a package as Paid or Free.
  2. In the Fee field, you will put in a monetary value for the package and you will have an option to bill it Per Session or Per Package.
  3. For the Default Invoice Option you will have the option to select No Default, Single Invoice or Leave items in cart for when the package is sold.
  4. You can choose to have this option default to "Yes" or "No" for Auto-Pay on the billing for the package.
  5. Sell Online option is used to determine if a package is going to be sold only via Self-Service.
  6. Discount fields allows for a discount to be applied when the package is sold.
  7. Revenue Category can be selected to allow for the assigning of a specific revenue stream.
  8. Additional Description and Internal Remarks allow for the adding of additional information of that package.
  9. Click on Next to view the Summary of the package.

*** If you selected Single Session, the fee setting will be Per Session by default. You will not be able to choose the Per Package option.

Summary of the Package

You will be reviewing the Summary of the package plan that will be added to your list of available package plans to use.

If the information that appears in the Summary section appears correct you will then click on Add Package Plan to have the plan created.

The package has been created and will appear in your list of available package plans.

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