Packages custom feature: Difference between revisions
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|title=Packages custom feature - SimplyBook.me | |title=Packages custom feature - SimplyBook.me | ||
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|description=Offer service packages for your clients to book multiple appointments at once. Manage efficiently. Enable this feature today! | |description=Offer service packages for your clients to book multiple appointments at once. Manage efficiently. Enable this feature today! | ||
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[[File:Packages icon.png | left]] | [[File:Packages icon.png | left]] | ||
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 [[Special:MyLanguage/ | 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 [[Special:MyLanguage/Classes custom feature |classes]]. Clients can buy packages on your booking page or with Simplybook.me’s [[Special:MyLanguage/Point of Sale custom feature | POS feature]]. Each package can be defined with some general items limit and 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. | ||
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:'''Please note''': | :'''Please note''': | ||
*as soon as you turn this custom feature on, [[Special:MyLanguage/ | *as soon as you turn this custom feature on, [[Special:MyLanguage/Client Login custom feature | Client login]] and [[Special:MyLanguage/Accept payments custom feature | Accept Payments]] features will be enabled as well. | ||
*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 [[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 | <!--T:4--> | ||
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]] | ||
<br><br> | <br><br> | ||
:8. If you are using [[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. | ||