Packages

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How to Create a Package

Packages in Pabau allow you to bundle multiple sessions of the same service, providing an opportunity for clients to enjoy a set of sessions, usually at a discounted price. Follow these steps to create a package:

Step 1: Navigate to Packages

Log in to your Pabau account, and in the left sidebar menu, go to Setup, then click on "Packages" under the "Catalogue" section.

Step 2: Access New Package

On the "Packages" page, click the New Package button in the top right corner. (The button's dropdown also includes a New Bundle option.) 

Step 3: Set the General Tab

The General tab covers the package's core details across three sections: Package Details, What's in this Package, and Validity Period.

1. Package Details

• Enter a Package Name for internal reference and a Package Friendly Name, the name customers see online.

• In the "Description" field, write a short summary of the package, or click "Generate with AI" to create one automatically, which you can then edit.

2. What's in this Package 

• Select a Service: Choose the service this package covers.
• Session Count: Specify the total number of sessions included in the package.
• Value per Session: Pulled automatically from your service catalogue.
• Session Redemption: Choose "Package Service Only" so sessions apply only to the selected service, or "Any Service" so they can be redeemed against any service.
• Included Products: Optionally add free take-home items shown to customers. Their value isn't added to the package price. 

3. Validity Period

• Validity Period: Set how long customers have to redeem their sessions. Choose a preset (1 month, 3 months, 6 months, 1 year, 2 years, or No expiry), or set a custom duration by day, week, month, or year.

Step 3: Set the Pricing Tab

Switch to the Pricing tab to set what customers pay.

• Package Price: Set the price customers pay. Enter it below the combined retail value of the services to create a saving; the percentage saving is calculated automatically.
• Tax Treatment: Choose the applicable tax for the package.
• Location Pricing: Turn on the "Set a price per location" toggle to charge a different price at individual clinics. Enter a price for each location; any location you don't override keeps the base price, and all can be reset to base at once.

 

Step 4: Set the Availability Tab

Switch to the Availability tab to control how customers can buy the package.

• Enable Online Purchase: Makes the package available to buy on your web store.
• Allow Promo Codes: Lets customers apply promotional codes at checkout.

Step 5: Set the Locations Tab

Switch to the Locations tab to control where the package is sold.

• Available at: Select which clinics sell the package. Customers only see it at the locations you choose.
• Booking Rules: Turn on the "Allow redemption at any selected location" toggle to let customers redeem their sessions at any clinic where the package is sold.

Step 6: Activate and Create the Package

Make sure the Active toggle in the top right corner is enabled. Use the Price Breakdown on the right to confirm the service total, any included free products, the package discount, and the final price customers pay.

When you're ready, click the "Create Package" button in the top right corner to save it.

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How to Edit a Package

In this section, you'll learn how to update an existing package. Editing uses the same four-tab builder as creating a package, so you can adjust any detail at any time. 

Step 1: Navigate to Packages

Log in to your Pabau account, and in the left sidebar menu, go to Setup, then click on "Packages" under the "Catalogue" section.

Step 2: Access the Package

On the "Packages" page, click on the name of the package you wish to edit.

Step 3: Edit the General Tab

• Package Name: Change the package's internal name.
• Package Friendly Name: Update the name customers see online.
• Description: Update or add a description, or regenerate one with "Generate with AI".
• Service: Modify the service included in the package.
• Session Count: Adjust the total number of sessions.
• Session Redemption: Switch between "Package Service Only" and "Any Service".
• Included Products: Add or remove free take-home items.
• Validity Period: Change how long customers have to redeem their sessions.

Step 3: Edit the Pricing Tab

• Package Price: Update the price customers pay.
• Tax Treatment: Change the tax applied to the package.
• Location Pricing: Set, update, or remove a different price per clinic.

Step 4: Edit the Availability Tab

• Enable Online Purchase: Toggle whether the package can be bought on your online booking portal
• Allow Promo Codes: Toggle whether customers can apply promo codes at checkout.

Step 5: Edit the Locations Tab

• Available at: Select which clinics sell the package. 
• Booking Rules: Turn on the "Allow redemption at any selected location" toggle to let customers redeem their sessions at any clinic where the package is sold.

Step 6: Save Your Changes

Make sure the Active toggle in the top right corner is enabled, then click the "Edit Package" button in the top right corner to save your changes.

 

How to Delete a Package

In this article, we'll walk you through the steps to delete a package in Pabau. If you no longer offer a specific package, follow these steps:

Step 1: Navigate to Packages

Log in to your Pabau account, and in the left sidebar menu, go to Setup, then click on "Packages" under the "Catalogue" section.

Step 2: Access the Package

In the "Packages" page, locate and click on the package you want to delete.

Step 3: Disable the Active Toggle

In the top right corner, click the Delete button, right next to the 'Active' toggle.

 

Step 4: Delete the Package

Click on "Delete," and in the prompt, confirm your decision by clicking on "Yes, Delete."

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How to Sell a Package in the Point of Sale

 In this section, you'll learn how to sell a package or bundle to a client through the Point of Sale. 

Step 1: Log into Pabau and Access Point of Sale

Log in to your Pabau account, click on the "Create" button at the top of the page, and then select "Sale" from the dropdown menu to access the Point of Sale.

Alternatively, open the client card of the client you want to sell a package to, click on the plus sign in the bottom right corner, and choose "Sale". This will also lead you to the Point of Sale.

Step 2: Choose the Client and Access Packages

In the Point of Sale, select the client (automatically pre-populated if accessed from a client card). Click on "Packages" to view available packages and bundles.

Packages are organized into per-category tabs alongside an "All" tab, and a separate "Bundles" tab lists your bundles. Use the search bar to find a package or bundle by name. Each card shows the number of sessions and the price; hover over a card to see the description and when it was last sold.

Choose the desired package you want to sell to the client. Click on "Continue" in the bottom right corner to proceed.

Step 3: Complete the Transaction

• Choose the preferred payment method.
• Click on "Charge" in the Add Payment menu.
• Confirm the payment by clicking on "Confirm Payment."
  
  

Step 4: Review in Client Card

The sold package will be visible in the client card under "Packages." From here, you can monitor the remaining sessions the client has left.

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How to Book an Appointment From a Package

Step 1: Navigate to the Calendar

Log in to your Pabau account, and in the left sidebar menu, click on Calendar.

Step 2: Choose the Desired Timeslot

Select the timeslot where you intend to book an appointment, then search for the client to whom you've previously sold a package by using the client search bar.

Step 3: Select the Package

After clicking on the client's name, a "Book from package" section will appear in the "Book appointment" window. Click on the name of the package. This action will automatically fill out the service name in the Service field.

Step 4: Add Appointment Details and Confirm the Booking 

Input appointment notes and choose notification preferences and click on "Book Appointment" to complete the booking.

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How to Use a Package to Pay for an Appointment

Step 1: Navigate to Calendar

Log in to your Pabau account, and in the left sidebar menu, click on Calendar.

Step 2: Access Appointment Checkout

Click on the specific appointment you want to check out, then select "Checkout."

Step 3: Navigate through Point of Sale

In the Point of Sale screen, click "Continue" in the bottom-right corner to proceed. 

On the payment step, select the "Packages" tab and choose the client's package. One session is then applied to the invoice.

Sessions apply automatically when the appointment matches the package's service; for packages set to "Any Service", you can apply a session to any service.

Click "Confirm Payment" to complete the checkout.

Step 4: Apply Package Session

By selecting the appropriate package, one of the client's package sessions will be applied to the invoice. Click "Confirm Payment" to complete the checkout process.

The appointment has now been successfully checked out using a package session. You can find detailed information by right-clicking on the appointment.

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How to Enable Online Sale of Packages

Step 1: Log in and Access Online Booking Settings

Log in to your Pabau account and navigate to Setup, then Online Booking under "Services", then click on the blue "Customize" button.

Step 2: Customize Online Booking Settings

Within the "Customize" tab of your online booking settings, uncheck the box labeled "Hide Package Purchase."

Step 3: Enable Packages for Online Purchase

In the left sidebar menu, click on Setup, then select Packages under "Catalogue".

Click the name of the package you want to sell online, switch to the Availability tab, and turn on the "Enable online purchase" toggle.

To let clients use promotional codes, also turn on "Allow promo codes".

Click the "Edit Package" button in the top right corner to save. 

Make any other necessary changes, and finally, click "Save" in the top-right corner.

Now, this package will be displayed in your online booking portal. If you've created multiple packages for the same service but with varying numbers of sessions, clients will have the option to choose how many sessions they wish to buy.

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