Packages custom feature: Difference between revisions

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|description=~~Offer~~ service packages ~~for your clients to~~ book ~~multiple~~ appointments ~~at once. Manage efficiently~~. ~~Enable this feature today!~~

|description=Sell discounted service bundles to boost revenue. Multi-session packages with flexible booking. Clients track credits, book appointments easily.

</translate>

|titlemode=append

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:'''Please note''':

*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. 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. (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 by default. To get the service reverted to the package limit of a particular client automatically you can go to Custom features -> Packages and enable "Automatically refund a package credit when a booking is cancelled" option.

*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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[[File:Add services to package redesigned.png|1200px | center|link=https://help.simplybook.me/images/1/1c/Add_services_to_package_redesigned.png]]

:8. If you are using [[Special:MyLanguage/Products for Sale custom feature |Products for sale]] and/or [[Special:MyLanguage/~~Custom_Features#Service_Add~~-~~ons~~ |Service Add-ons]] features simply select the corresponding tabs and add elements the same way.

: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]]

@@ Line 4: / Line 4: @@
 <translate>
 <!--T:7-->
-|description=Offer service packages for your clients to book multiple appointments at once. Manage efficiently. Enable this feature today!
+|description=Sell discounted service bundles to boost revenue. Multi-session packages with flexible booking. Clients track credits, book appointments easily.
 </translate>
 |titlemode=append
@@ Line 22: / Line 22: @@
 :'''Please note''':
 *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 by default.<br>To get the service reverted to the package limit of a particular client automatically you can go to Custom features -> Packages and enable "Automatically refund a package credit when a booking is cancelled" option.
 *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.
 <!--T:3-->
@@ Line 60: / Line 61: @@
 [[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>
-:8. If you are using [[Special:MyLanguage/Products for Sale custom feature |Products for sale]] and/or [[Special:MyLanguage/Custom_Features#Service_Add-ons |Service Add-ons]] features simply select the corresponding tabs and add elements the same way.
+: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]]
 <br><br>