What are packages?
A package is a collection of specific count of a service. For instance if you have a service 15 minute Solo Walk and you have a package of 20 Solo Walks for 15 minutes.
Usually packages are offered at a discounted rate than the individual purchased services.
How do Packages work?
In DoTimely an admin can add a package to the customer account and an Invoice for that package is automatically created. When a service for which a package has been purchased is completed it reduces the package's balance and the service is added to the Invoice created for the package purchase.
You can also manually add or remove scheduled services from a package.
Creating a new Package
On the left navigation menu click on settings then under Services click on Package list.
How to navigate: Settings > Services (Package List)
This screen will show the current defined packages and also you can create a new package by clicking on the + Create Package on the top right.
Following fields are required to create a package:
- Name: Name of the package
- Description: Description of the package
- Count: Count of appointments in that package
- Service: The service that will be included in the package
- Expiration Days: Days after purchase when the package will expire
- Select if the package is purchasable by customer
- Price: Price of the package
Viewing Active Packages and Adding Package for a Customer
You can view the package details by going into the customer profile and then clicking on Packages tab. Here you can see the packages that have balance remaining and have not expired yet.
How to navigate: Customers > Customer Name > Packages tab
This page show a list of the active packages and the balance of services remaining for a package as well as the expiration date of the packages.
To purchase a package for a customer click on the + Buy Package on the top right.
- Select the customer
- Select the Package
- Click on Buy Package
To make edits to expiration date, balance or auto renew package just click under Action Edit Package.
To view the details of which service or invoice is attached to this package just click on View Details.
Linking already scheduled appointment to a package
You can link already scheduled appointment to a package by editing the appointment.
Please note the completed appointment will automatically be linked if there is an active package with more than 0 balance.
Unlinking an appointment from a package
You can do the unlinking 2 ways. One way is to edit the specific appointment and then unlink it.
Second way is to go to the Package tab under customer profile and click on detail view and unlink the appointment.