Setting up prepaid packages
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A package is a prepaid course of sessions bought upfront, for example a course of three anti-wrinkle treatments at a bundle price, redeemed one session at a time. Packages bring cash in early and commit the patient to completing their course with you.
Creating a package
- Go to Settings > Memberships (owners only) and scroll to the Packages section.
- Fill in the form: a Package name (for example Course of 3 Anti-wrinkle), the Treatment it applies to (or leave it as Any treatment), the number of Sessions, the total Price, and optionally how many days it is Valid for (days, optional).
- Press Add package.
Each package in the list shows its sessions, treatment and price. Deactivate stops new sales without affecting packages patients already hold; Reactivate brings it back.
Tying a package to a treatment
Choosing a specific treatment records what the package covers. You still need to check the visit yourself: Use a session does not check that the appointment is for the package's treatment. "Any treatment" packages are more flexible but need a little more discipline at the desk about what counts as a session.
Validity periods
A validity period, say 365 days, sets an expiry date when you sell the package, counting from that sale date. Leave it blank for no expiry. Check this date yourself before redeeming a session: Use a session does not currently block expired packages.
Selling and redeeming
Packages are added and redeemed from Memberships & packages on the patient's Billing tab. Sell package records the entitlement without collecting payment, so take and record the money separately. See the article on selling and redeeming memberships and packages for the day-to-day flow.