Sell prepaid session packages

Prepaid packages let a client pay once for several sessions and use them over the coming weeks. It takes three steps: create the package, sell it as a gift card, then use a session at each visit.

1. Create the package

1. 1Step 10:18

   Start a new package

   Go to Services, open the Packages tab, and click New package.

2. 2Step 20:23

   Choose Prepaid sessions

   It’s sold as a gift card, so clients can’t book it online. They book each visit as usual, and the card pays at checkout.

3. 3Step 30:32

   Name it

   Give it a name in English and Arabic.

4. 4Step 40:38

   Pick the services

   Choose the services it includes, like a full colour and a blow-dry.

5. 5Step 50:45

   Set the sessions and validity

   Set how many sessions of each, like three colours and five blow-drys, and how many days a card sold from it stays valid.

6. 6Step 60:53

   Set the price

   Set what the client pays. The preview shows how it’s split across the services, and how much the client saves.

7. 7Step 71:00

   Save it

   Prepaid packages are tagged in the list, so you can tell them apart.

2. Sell it

1. 8Step 81:06

   Sell it as a gift card

   In Gift cards, click Sell gift card and pick the package. The price and expiry date are filled in.

2. 9Step 91:15

   Choose the client

   A package is usually for the client themselves, so switch on buying it for themselves and find them on file.

3. 10Step 101:24

   Take payment

   Choose how they paid, and sell. The card now shows every session that’s left.

3. Use a session at each visit

1. 11Step 111:32

   How it pays

   At checkout, the card pays for one session of each service it covers. Anything outside the package is paid as usual.

2. 12Step 121:41

   Redeem in the visit

   Open the client’s visit and click Redeem gift card.

3. 13Step 131:47

   Use the card

   The package card is listed with the sessions left. Click Use, and confirm.

4. 14Step 141:52

   Pay the rest

   The service is priced at its session value and paid from the card. Only what’s left is paid as usual.

5. 15Step 151:59

   Check the invoice and card

   The invoice shows the package by name, and the card has one session less.

Good to remember

• Clients still book each visit as usual.
• The card stops working on its expiry date.
• Voiding the payment gives the session back.
• A package’s type can’t change once it’s saved.