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=Packages=
=Packages=
[[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 [[Custom_Features#Classes |classes]]. Clients can buy packages on your booking page or with Simplybook.me’s [[Custom_Features#Point_of_Sale | 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.
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 [[Custom_Features#Classes |classes]]. Clients can buy packages on your booking page or with Simplybook.me’s [[Custom_Features#Point_of_Sale | POS feature]]. Each package can be defined with asome 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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;How to use
;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”
:1. To switch this custom feature on, please navigate to your Custom Features page, go to “Booking related” section and click on “Enable”
<nomobile>[[File:Packages enable path.png | center]]</nomobile>
<nomobile>[[File:Packages enable path newcf.png | center]]</nomobile>
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:2. Then choose “Settings” option.
:2. Then choose “Manage” option either near the custom feature or navigate to Packages in Manage section of the left-side menu.
<nomobile>[[File:Packages settings path.png | center]]</nomobile>
<nomobile>[[File:Packages settings path newcf.png | center]]</nomobile>
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:3. Just click on “+” button to create a new package. The form will appear on the right side of the page.
:3. Just click on “+” button to create a new package. The form will appear on the right side of the page.
<mobileonly>[[File:M create new package.png | center]]</mobileonly>
<mobileonly>[[File:M create new package.png | center]]</mobileonly>
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: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.
:4. Insert package name, add a description (you can even use HTML formatting for a better look) and image.
:'''Please note,''' it is not possible to create a package without setting a price.
: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 a price.
<nomobile>[[File:Add new package details.png | center]]</nomobile>
<nomobile>[[File:Add new package details.png | center]]</nomobile>
<mobileonly>[[File:M add new package details.png | center]]</mobileonly>
<mobileonly>[[File:M add new package details.png | center]]</mobileonly>
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:5. Define the validity period of the package and set the number of sets available (unlimited by default).
:5. Define the validity period of the package, enable and set the general limits for the items(optional, will influence services, add-ons and products connected to the package)
<nomobile>[[File:Package duration and limit.png | center]]</nomobile>
:and set the number of sets available (unlimited by default).
<nomobile>[[File:Packages duration and limit settings.png |border| center]]</nomobile>
<mobileonly>[[File:M package duration and limit.png | center]]</mobileonly>
<mobileonly>[[File:M package duration and limit.png | center]]</mobileonly>
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:6. Proceed to adding services, products and add-ons to the package. You will see three corresponding sections below.
:6. Proceed to adding services, products and add-ons to the package(you need to set them in addition to general limit if you use it for the restrictions to be applied).
:You will see three corresponding sections below.
<nomobile>[[File:Package items possibilities.png | center]]</nomobile>
<nomobile>[[File:Package items possibilities.png | center]]</nomobile>
<mobileonly>[[File:M package items possibilities.png | center]]</mobileonly>
<mobileonly>[[File:M package items possibilities.png | center]]</mobileonly>
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:7. Please select “Services” section, check the boxes with the necessary items and set the quantity that will be available for booking.
:7. Please select “Services” section, check the boxes with the necessary items and set the quantity that will be available for booking within the package.
<nomobile>[[File:Add items to the package.png | center]]</nomobile>
<nomobile>[[File:Add items to the package.png | center]]</nomobile>
<mobileonly>[[File:M add items to the package.png | center]]</mobileonly>
<mobileonly>[[File:M add items to the package.png | center]]</mobileonly>
<mobileonly>[[File:M autocalculate the price.png | center]]</mobileonly>
<mobileonly>[[File:M autocalculate the price.png | center]]</mobileonly>
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: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.
:10. Now you can click on “Save and issue package” to issue it to certain customers or simply save everything and allow your clients to buy this package on your booking site.
<nomobile>[[File:Saving the package options.png | center]]</nomobile>
<nomobile>[[File:Package saving options new.png | center]]</nomobile>
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:If you assign a package from admin side the client will not receive any notification.
:If you assign a package from admin side or the client buys a package on the booking site he/she will receive package activation notification
:The invoice will be sent only in the case of the purchase and payment made from the client side.
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:11. Go to Reports//Packages to check packages order history, customer data, as well as the number of remaining items.
: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.
:Use filters for more extensive analysis.
:Here you can also cancel the package for the specific client if needed.
<nomobile>[[File:Package reports.png | center]]</nomobile>
<nomobile>[[File:Package reports.png | center]]</nomobile>
<mobileonly>[[File:M package reports.png | center]]</mobileonly>
<mobileonly>[[File:M package reports.png | center]]</mobileonly>
;The use of Packages within the POS feature
;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.
<nomobile>[[File:Pos enabled view.png | center]]</nomobile>
<nomobile>[[File:Pos enable path newcf.png | center]]</nomobile>
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:2. Go to POS interface, click on “New sale” button.
:2. Go to POS interface, click on “New sale” button.
: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.
<nomobile>[[File:Client side packages available.png | center]]</nomobile>
<nomobile>[[File:Packages client side new.png | border| center]]</nomobile>
<mobileonly>[[File:M client side packages available.png| center]]</mobileonly>
<mobileonly>[[File:M client side packages available.png| center]]</mobileonly>
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:2. They will find a suitable set, choose a start date and buy the package.
:2. They will find a suitable set, choose a start date and buy the package.
<nomobile>[[File:Client side packages - buy.png | center]]</nomobile>
<nomobile>[[File:Packages client side new date select.png | center]]</nomobile>
<mobileonly>[[File:M client side packages - buy.png | center]]</mobileonly>
<mobileonly>[[File:M client side packages - buy.png | center]]</mobileonly>
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: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.
: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.
<nomobile>[[File:Client side packages - payment step.png| center]]</nomobile>
<nomobile>[[File:Packages client side new apply pack.png| center]]</nomobile>
<mobileonly>[[File:M client side packages - payment step.png | center]]</mobileonly>
<mobileonly>[[File:M client side packages - payment step.png | center]]</mobileonly>
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