Skip to main content
Top

Create Packages

Updated

In this page we will cover how to - 

 

 

Create Packages

For the following example we are going to assume that you run a personal fitness training business and offer Private Sessions as a service, and you want to be able to offer your clients packages of 10 private sessions for the price of 9. Each private session has a cost of $50, so booking 10 individual sessions would normally cost $500. The package that you will create will allow your clients to pay just $450 for a package of 10 sessions.

To begin you will need to go to Payments > Manage Packages on your account - 

 

If you have not yet added a package you will be able to do so by clicking on the Add your first package link seen highlighted in red above or by clicking on the green Add New Package button.

Within the Add New Package screen you will be able to add the following - 

  1. Package Name - This represents the name of the package that you're creating. It is what will appear as the line item in your invoice and on the appointment screen when you're redeeming the package.
  2. Package Image - Here you can attach an image that will represent the package.
  3. Package Description - This represents the description you enter for the package.
  4. Number of Appointments - This represents the number of appointments a client can redeem by buying this package.
  5. Price - This represents how much the package costs to purchase.
  6. Service & Classes - This represents which services and/or classes the package can be used for.
  7. Send Reminder when Quantity Reaches - If you want the client to receive a reminder when the number of appointments remaining in the package reaches a certain level, you can enter that number in this section. If you don't want to send a reminder, you should leave this field blank.
  8. Expires after - If all appointments in the package have to be redeemed in a certain period of time, you will have to enter that value in days in this field.
  9. Taxable - If your business tax rate needs to be applied to the purchase of this package, then check this box and TimeTap will total it up when the package is added to the invoice.

For this example I named my package "10 private sessions for the price of 9" (1), did not attach an image to represent the package (2), set a quick description of the package for clients to see (3), set the number of appointments to 10 (4), set the price to $450 (5), selected to make this package only applicable to the Private Session service (6), opted to send a reminder to the client when they have 1 appointment left in the package (7), set an expiration time frame of 60 days (8) and chose not to apply my business' tax to this package (9) - 

 

Once I've entered all the necessary information I can click on the green Save Package button to add this package - 

 

If you need to make any changes after the package has been added, click on the blue Edit button - 

 

 

Clone Packages

Now that I've added a package for the Private Sessions, I will add another package for 10 Semi Private Sessions for the price of 9. In this case Semi Private Sessions are classes, meaning that if the client registers for a class and they have purchased this package they will not have to submit payment for the class session. The price for each semi private session is $25, so normally if the clients were to pay for 10 separate semi private sessions the price would be $250, but if they purchase this package the would only pay $225.

I will create the package for semi private sessions by cloning the "10 private sessions for the price of 9" package. While on the Manage Packages page I will click on the Clone button in the Actions column - 

 

This will create a copy of the private sessions package - 

 

I will then click on the View button under the Actions column to make any changes to the package details and change the name - 

 

I will click on the blue Edit button to start making changes - 

 

I will change the name of the package, the price, the service this package can be applied to and then click on the green Save Package button to save these changes -  

 

Both packages I added will be listed on the Manage Packages page - 

 

Related articles

Powered by Zendesk