Packages custom feature

From SimplyBook.me


Packages icon.png

With the Packages custom feature you can create a package of multiple services, or, if you also sell additional items, combine services with products, add-ons, and classes. Clients can buy packages on your booking page or with Simplybook.me’s POS feature. Each package can be defined with any number of services and products, and you can set the validity to any period available. Once clients have purchased a package, they can book a service at any time paying with their package credits. They can always check how many occurrences are left within each package.


Please note, as soon as you turn this custom feature on, Client login and Accept Payments features will be enabled as well.



Video tutorial available here

How to use

1. To switch this custom feature on, please navigate to your Custom Features page, go to “Other” section and click on “Enable”
Packages enable path.png
M packages enable path.png



2. Then choose “Settings” option.
Packages settings path.png
M packages settings path.png



3. Just click on “+” button to create a new package. The form will appear on the right side of the page.
Create new package.png
M create new package.png



4. Insert package name, add a description (you can even use HTML formatting for a better look) and image. At this point you can also set the package price: you can specify the cost (if you want to make a discount, for example) or skip price box to later keep the total cost of all the elements included.
Please note, it is not possible to create a package without setting a price.
Add new package details.png
M add new package details.png



5. Define the validity period of the package and set the number of sets available (unlimited by default).
Package duration and limit.png
M package duration and limit.png



6. Proceed to adding services, products and add-ons to the package. You will see three corresponding sections below.
Package items possibilities.png
M package items possibilities.png



7. Please select “Services” section, check the boxes with the necessary items and set the quantity that will be available for booking.
Add items to the package.png
M add items to the package.png



8. If you are using Products for sale and/or Service Add-ons features simply select the corresponding tabs and add elements the same way.
Add items to the package2.png
M add items to the package2.png



9. After you have added all the options and if you have not set a package price yet, get back to the “Details” tab and use “Calculate price” button to make the system automatically sum up all the elements prices for you.
Autocalculate the price.png
M autocalculate the price.png



10. Now you can click on “Save and go purchase package” to issue it to certain customers or simply save everything and allow your clients to buy this package on your booking site.
Saving the package options.png
M saving the package options.png



If you assign a package from admin side the client will not receive any notification.
If the customer buys a package on the booking site he/she will receive the invoice like with the regular booking.



11. Go to Reports//Packages to check packages order history, customer data, as well as the number of remaining items.
Use filters for more extensive analysis.
Package reports.png
M package reports.png




The use of Packages within the POS feature

1. Make sure you have enabled POS custom feature.
Pos enabled view.png
M pos enabled view.png



2. Go to POS interface, click on “New sale” button.
Pos new sale.png
M pos new sale.png



3. Select the client on the right side of the page to make the "Package" button active.
Sell package step1.png
M sell package step1.png



4. Pick the item and define the start date. End date will be automatically set based on the package duration after you save the selection.
Sell package step2.png
M sell package step2.png



Please note, if the package is hidden from the booking page it will be still available within POS interface as it is part of admin side visible to POS user.



5. Proceed to checkout after you have added all the necessary services/products/add-ons/memberships/gift cards to the cart.
Sell package step3.png
M sell package step3.png



6. You may have a client who has already purchased a package before and wants to use it.
Then you will be able to click on “Use packages” button so that the items selected will be fully or partially paid with this set during the checkout.
Use package during checkout.png
M use package during checkout.png





Booking site operation

1. The clients will be able to navigate to the “Packages” tab on your booking site.
Please note, the client must be logged in to see his/her purchases.
Client side packages available.png
M client side packages available.png



2. They will find a suitable set, choose a start date and buy the package.
Client side packages - buy.png
M client side packages - buy.png



(if they select “pay later” option during checkout you will need to approve their purchase from admin side first. Then they will be able to book/buy the items included)



3. When the client has already the purchased package and books the separate services/products/add-ons, he/she will be able to cover those items with his packages’ credits (if included in packages) or pay for them in a regular way.
Client side packages - payment step.png
M client side packages - payment step.png



Client side packages - confirmation-invoice.png
M client side packages - confirmation-invoice.png