Packages custom feature: Difference between revisions
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*if the appointment that was purchased with the package credits is then cancelled the credits are not returned to the client's balance.<br>To get the service reverted to the package limit of a particular client you can go to Reports -> Payment Transactions and delete/refund the related transaction.<br>(Refund option is available only if you have [[Special:MyLanguage/SBPay.me integration|SBPay.me]] Pro integration) | *if the appointment that was purchased with the package credits is then cancelled the credits are not returned to the client's balance.<br>To get the service reverted to the package limit of a particular client you can go to Reports -> Payment Transactions and delete/refund the related transaction.<br>(Refund option is available only if you have [[Special:MyLanguage/SBPay.me integration|SBPay.me]] Pro integration) | ||
*this feature is not compatible with [[Special:MyLanguage/Clean History custom feature|Clean History]] | *this feature is not compatible with [[Special:MyLanguage/Clean History custom feature|Clean History]] | ||
*if you relate the package with the [[Special:MyLanguage/Recurring services(packs)|recurring service]] and the client uses the package during the checkout process - currently 1 package credit is used for the whole pack of recurring sessions. | |||
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Video tutorial available <p><youtube>PV-NcGv8kj4</youtube></p> | Video tutorial available <p><youtube>PV-NcGv8kj4</youtube></p> | ||
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=How to use= | =How to use= | ||
:1. To switch this custom feature on, please navigate to your Custom Features page, go to “Booking related” section and click on “Enable” | :1. To switch this custom feature on, please navigate to your Custom Features page, go to “Booking related” section and click on “Enable” | ||
[[File:Packages enable path redesigned.png|1200px | center|link=https://help.simplybook.me/images/7/78/Packages_enable_path_redesigned.png]] | [[File:Packages enable path redesigned.png|1200px | center|link=https://help.simplybook.me/images/7/78/Packages_enable_path_redesigned.png]] | ||
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[[File:Add services to package redesigned.png|1200px | center|link=https://help.simplybook.me/images/1/1c/Add_services_to_package_redesigned.png]] | [[File:Add services to package redesigned.png|1200px | center|link=https://help.simplybook.me/images/1/1c/Add_services_to_package_redesigned.png]] | ||
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:8. If you are using [[Special:MyLanguage/Products for Sale custom feature |Products for sale]] and/or [[Special:MyLanguage/ | :8. If you are using [[Special:MyLanguage/Products for Sale custom feature |Products for sale]] and/or [[Special:MyLanguage/Service Add-Ons custom feature |Service Add-ons]] features simply select the corresponding tabs and add elements the same way. | ||
[[File:Add products to package redesigned.png|1200px | center|link=https://help.simplybook.me/images/0/0f/Add_products_to_package_redesigned.png]] | [[File:Add products to package redesigned.png|1200px | center|link=https://help.simplybook.me/images/0/0f/Add_products_to_package_redesigned.png]] | ||
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=The use of Packages within the POS feature= | <!--T:5--> | ||
=The use of Packages within the POS feature= | |||
:1. Make sure you have enabled POS custom feature. | :1. Make sure you have enabled POS custom feature. | ||
[[File:Pos enable path redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/2b/Pos_enable_path_redesigned.png]] | [[File:Pos enable path redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/2b/Pos_enable_path_redesigned.png]] | ||
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=Booking site operation= | |||
:1. The clients will be able to navigate to the “Packages” tab on your booking site. | :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. | :'''Please note''', the client must be logged in to see his/her purchases. | ||