Creating a Package with an Expiration Date in EZFacility Classic

This lesson will show you how to create a package that with an expiration date.


Select Administration.

**Trainer Tip: Use the left navigation sidebar for quick access to the Packages settings.

Package Administration

Locate the Packages section and select Package Plans

Creating a Package Plan

1. Select +Add New Package Plan.

2. Select Individual as your Package Type.

 In Step 1 of the creation of the package plan, you will be adding the important Details to create it.

  1. In the Reservation Type drop-down menu, you will select the desired reservation type. If you have not already set up your reservation types, see How to Set Up Reservation Types.
  2. Add a Description of the package, such as "10 Pack" or "Per Session".
  3. Select the number of Sessions to be sold. Options to choose from are Single, Multiple and Unlimited.
  4. Check the Default to the sale date box.
  5. Select how long the package will last before it expires in Package Length.  
  6. Set Booking Out of Range ( See Below).

Set Booking Out of Range to Disallow. This will prevent the package from being used after the end date. In this example, the package will expire six months from the date of sale. If the option is set to Allow then the remaining sessions can be used after the package has expired.

7. Click on Next to create the Billing for the package.

Creating the Billing for the Package Plan

In Step 2 of the creation of the package plan, you will be adding the Billing for it.

  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 Leaves 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.

Summary of the Package Plan

In Step 3 of the creation of the package plan, 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.

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