What is a package and how to create one?
A package is a group of services - such as a membership that includes a limited or unlimited amount of classes or appointments. For example, a 'Monthly Unlimited Pass', or '10 Punch Card', is an example of a package/membership.
Steps to create a package:
Step 1 - Log in to your fitli business account.
Step 2 - Click on 'Admin' in the top navigation bar.
Step 3 - Click on 'Product & Services' then 'Packages & Memberships' on the left hand side.
This will take you to the list of packages that your business offers to clients. If you haven't set up anything yet, this section will be blank.
Step 4 - Click the '+Add Package/Membership' button at the right.
Step 5 - Fill out the 'Add Package/Membership' form.
Active? - If yes, then the package is available and active, if no, then the package isn't available. If a package is 'inactive', then it doesn't impact the ability of EXISTING clients who have that package to use or renew it. It only disables the ability for NEW clients to purchase that package.
Name - The name of your package (30 character limit)
Services - Using the pulldown, choose the services (individual items) you wish to add to your package. Remember, a package is a GROUP of items. For example, if you want the 'Unlimited Monthly Membership' to include ALL your services, leave the pulldown blank (all services by default). Or, if you have 5 services you want to include, use the pull-down to select those 5 items.
Price - This is the membership price. Currently, it is NOT editable after the first purchase.
Type - You can either choose a single purchase (one time), or a monthly auto-renew. If you choose auto-renew, you can select the time period for the auto-renew (every XX days, months, etc).
Number of Sessions - Limited (a set amount of sessions per time period) or unlimited (unlimited!).
*Sessions - The number of sessions the customer receives if the package is set to a limited package (not available in unlimited)
Sessions Expire, After Charge date - When do the sessions expire? Choose either a set number of days or months after the charge date (purchase date).
Description - Your package description, what the customer sees.
Sales Tax - Turning the slider on will allow you to add Sales Tax to the package. Click HERE for a comprehensive guide.
Business Use Only - If chosen, then only the business can purchase this package for the customer (typical for specials, comp's, etc).
Shareable - Turning the slider on will allow your clients and relationships to share packages/account balances to book.
You can also "Limit how many times the package can be purchased" and "Limit who can purchase the package".
To know more about these, please follow this article:
Step 6 - After you fill out all the information for this package, click on the 'SAVE' button.
- This package will be added to the package list and ready for purchase by you or your customers!
And you're done!
That's about it! Any questions? Chat with us or send us an email to firstname.lastname@example.org