Services
Prepaid Packages
Sell prepaid service bundles and prepaid service combos. Customers buy upfront and redeem later.
Last updated 24 July 2026
Sell prepaid service bundles and prepaid service combos. Customers buy upfront, then redeem their package balance later. For prepaid stored credit, use Gift Cards.
Where to find it. Web: Sidebar → Prepaid Packages (under Catalogue). Mobile: More → Prepaid Packages.
TL;DR
- Prepaid Packages let you sell buy-upfront, redeem-later service bundles and service combos
- The dashboard and storefront listing require PRO: package redemption at checkout works on all plans
- Once a template has been sold, the service/session count/price fields are locked, plan your template structure before the first sale
- Cancelling a booking automatically reverses the redemption and restores the session
- If the customer should book several services together now, create a service combo from Services instead
Overview
Prepaid Packages let you:
- Create reusable package templates in two types: Prepaid service bundle (multiple sessions of one service) or Prepaid service combo (a curated mix of different services)
- Set a discounted selling price, optional expiry period, and online availability for each template
- Sell packages at your venue or let customers purchase online through your storefront
- Track usage with per-session and per-service counters that update automatically at checkout
- Redeem packages during checkout, the package covers the service cost (or applies credit toward the total)
- View sold packages with status tracking (Active, Exhausted, Expired, Voided)
- Correct a prepaid service bundle balance or expiry with an audited reason
- Get AI-powered pricing suggestions when creating a new package (PRO)
- Monitor package performance with dashboard analytics (PRO)
Note
The packages dashboard on web requires a PRO subscription (FREE venues see a preview with an upgrade prompt). The online storefront listing also requires PRO. However, package redemption at checkout works on all plans.
The two prepaid package types
| Type | UI label | What it includes | Best for |
|---|---|---|---|
| Prepaid service bundle | "Prepaid service bundle" | A fixed number of sessions of a single service (e.g. 10 x Haircut) | Regulars who visit for the same service repeatedly |
| Prepaid service combo | "Prepaid service combo" | A curated combination of different services bought upfront and redeemed later (e.g. Bridal Package = Cut + Colour + Blowdry) | Special occasion packages or treatment programmes |
In the current app, these package choices are labelled Prepaid service bundle and Prepaid service combo. If you want customers to book multiple services together as one appointment now, create a service combo from Services instead of creating a prepaid package.
For prepaid stored credit (e.g. "$500 credit for any service"), use Gift Cards.
Creating a package template
Package templates define what you sell. Once created, a template can be sold to multiple customers.
On web
- Go to Prepaid Packages in the sidebar.
- Click the Templates tab.
- Click "+ Create Template".
- Step 1. Choose a type. Select one of two cards:
- Prepaid service combo: a prepaid package that includes multiple services the client redeems later.
- Prepaid service bundle: a prepaid block of sessions for one service.
- Step 2. Fill in the details.
| Field | Required | Notes |
|---|---|---|
| Name | Yes | Up to 100 characters (e.g. "10-Session Bundle") |
| Description | No | Up to 200 characters, what is included, any conditions |
| Service (Prepaid service bundle only) | Yes | Select from your service menu. Locked after first sale. |
| Number of sessions (Prepaid service bundle only) | Yes | Minimum 2. Locked after first sale. |
| Services in this combo (Prepaid service combo only) | Yes | Add at least 2 services with quantities. Locked after first sale. |
| Selling price | Yes | Minimum $1.00 |
| Expiry | No | Toggle on to set a number of days from purchase (e.g. 365 days). Leave off for no expiry. |
| Available online | No | Toggle on to show this package on your storefront (default: on) |
- Click "Create Prepaid Package".
On mobile
- Go to More → Prepaid Packages.
- Tap "+ New" in the header (Owners only, or use Cmd+N on iPad).
- Select a package type from the two cards.
- Fill in the same fields as web.
- Tap "Create package".
AI pricing suggestion (PRO)
When creating a new template, an AI-powered pricing suggestion appears after you configure the service and session details. The suggestion card shows:
- A recommended selling price based on the full value of the included services
- The savings percentage for the customer (typically 10 to 20%)
- A brief rationale explaining the recommendation
Click "Accept : $XX.XX" to use the suggestion, or "Dismiss" to enter your own price.
The savings indicator below the price field confirms the discount: e.g. "Clients save $45 (15%) with this combo" or "Your clients save $50 per bundle ($8.50 per session)".
Tip
A 10 to 15% discount is the sweet spot, enough to feel worthwhile for the customer, while still protecting your margins. The AI suggestion factors in your service prices and typical industry discounts.
Editing a template
- Go to Prepaid Packages → Templates tab.
- Click "Edit" on the template row.
- Update the fields you want to change.
- Click "Save Changes".
After a template has been sold to at least one customer, the type, service, number of sessions, and selling price fields are locked and cannot be changed. You can still update the name, description, expiry, and online availability.
Disabling a template
To stop selling a template without deleting it:
- Click "Disable" on the template row.
- The template is marked as Inactive and hidden from the storefront.
Disabling does not affect existing sold packages, customers can still redeem their active packages. Only new sales are prevented.
Selling a package
At your venue (manual assignment)
Packages can be sold during checkout by adding them to the order, or assigned directly from the packages dashboard.
Online (storefront)
Customers can purchase packages from your public storefront if the template has Available online enabled and your venue has Stripe Connect configured.
- The customer visits your public storefront and opens the Prepaid Packages section.
- They enter their name, email, and phone number.
- They complete payment via the Stripe payment form.
- The package is activated automatically and linked to their account.
Online storefront package listings require a PRO subscription. FREE venues return no packages on the storefront. Package purchase is part of the main public storefront: the customer buys from the Prepaid Packages section, which opens the package purchase sheet and Stripe payment form on the same storefront page.
Viewing sold packages
On web
- Go to Prepaid Packages in the sidebar.
- The Sold Prepaid Packages tab (default) shows all packages sold to customers.
Dashboard stats (PRO) appear at the top when data is available:
| Metric | What it shows |
|---|---|
| Active packages | Count of currently active packages |
| Revenue this month | Total revenue from packages sold this calendar month |
| Uses this month | Number of times packages were redeemed this month |
| Expiring in 7 days | Count of active packages expiring soon (click to filter) |
Filter tabs let you narrow the view: All, Active, Expiring Soon, Exhausted, Expired.
Each sold package row shows the client name, package name, progress (usage tracker), expiry date, and status badge. The progress display varies by type:
- Prepaid service bundle: Progress bar with "X of Y uses"
- Prepaid service combo: List of services with individual usage counts (checkmark when complete, dash when incomplete)
Expiry dates are colour-coded: red if expired or expiring within 7 days, amber if expiring within 30 days.
On mobile
The same tabs and filters are available. On iPad, the screen uses a master-detail layout with the package list on the left and details on the right.
From a client profile
Open a client profile to see up to three active, exhausted, or expired prepaid packages with usage progress and an expiry warning when a package expires within seven days. Owners and Managers can correct an eligible service bundle from the profile. If the client has more than three packages, View all opens the Prepaid Packages dashboard filtered to that client's email address.
Redeeming a package at checkout
When a customer with an active package checks out, their applicable packages appear automatically in the Packages section of the checkout screen.
How it works
- During checkout, the Packages section shows all active, non-expired packages for the customer.
- Each package card displays:
- The package name and type badge (Combo or Bundle)
- Remaining uses
- An expiry warning if the package expires within 14 days
- Tap or click a package to apply it.
- For Prepaid service combos with multiple matching services in the order, a picker asks: "Which service are you redeeming?"
- The applied package shows a green "Applied" badge.
What each type covers
| Type | What happens at checkout |
|---|---|
| Prepaid service bundle | One session is deducted. The service price is covered in full, the customer pays nothing for that service. |
| Prepaid service combo | One use of the specific service is deducted. The service price is covered in full. Each service in the combo is tracked independently. |
Only one package can be applied per order. To switch to a different package, select the new one, the previous package is automatically reversed.
To remove a package, click the X button on the applied package card.
Package statuses
| Status | Badge label | Meaning |
|---|---|---|
| Active | "Active" (green) | Package has remaining uses and has not expired |
| Exhausted | "Exhausted" (grey) | All sessions have been used |
| Expired | "Expired" (amber) | Package passed its expiry date without being fully used |
| Cancelled | "Voided" (red) | Package was manually voided by an Owner or Manager |
Packages automatically transition from Active to Expired when their expiry date passes (checked daily). Packages transition from Active to Exhausted when all sessions have been redeemed.
Package activity
- Click or tap "Activity" on a sold package.
- Package activity shows redemptions plus audited corrections, redemption reversals recorded after this feature launched, and voids.
For a correction, the timeline shows the date, actor, reason, before-and-after balance and expiry, and any status transition. Internal notes are visible only to Owners and Managers.
Correcting a package
Owners and Managers can correct an Active, Exhausted, or Expired prepaid service bundle. Voided packages and prepaid service combos cannot be corrected.
- Open the package action menu from Sold Prepaid Packages, Package activity, or the client's package card.
- Choose Correct package.
- Enter the new remaining uses. The balance cannot exceed the originally purchased allowance.
- Set an expiry date or choose No expiry.
- Choose a required reason. Add a note when choosing Other.
- Optionally enable Notify customer. It is off by default and is unavailable when the client has no permitted mobile number or deliverable email.
- Review the readable before-and-after summary, including the resulting status, then choose Apply correction.
A valid balance and expiry can reactivate an exhausted or expired package. To add complimentary uses beyond the original allowance, issue a separate package.
Important
A correction changes the customer's available package entitlement only. It does not alter redemption records, change the original purchase, issue a refund, or collect money. If a correction itself needs correcting, apply another audited correction.
If the package is corrected but the customer update fails, use Retry customer update. Retrying notification does not repeat the correction.
Voiding a package
Only Owners and Managers can void a sold package. Voiding is permanent and cannot be undone.
- Find the package in the Sold Prepaid Packages tab.
- Click "Void" on the package row.
- A confirmation dialog warns: "The client will no longer be able to use this package. This action cannot be undone."
- Click "Void Package" to confirm.
The package status changes to "Voided" and the customer can no longer redeem it.
Warning
Voiding a package is irreversible. Any remaining sessions are forfeited. Consider whether a partial refund is appropriate before voiding.
Package expiry
Expiry is optional. When set on a template, every package sold from that template receives an expiry date calculated as: purchase date + expiry days.
- Packages with no expiry never expire, they remain active until all sessions are used (or until voided).
- Expired packages cannot be redeemed.
- The "Expiring in 7 days" stat on the dashboard helps you proactively reach out to customers before their packages expire.
When a booking or order that used a package is cancelled, the redemption is automatically reversed, the session is restored to the package, and the package status returns to Active (even if it was previously Exhausted).
Role access
| Action | Owner | Manager | Stylist |
|---|---|---|---|
| View packages dashboard | Yes | Yes | Yes |
| Create package templates | Yes | Yes | No |
| Edit package templates | Yes | Yes | No |
| Disable package templates | Yes | Yes | No |
| View sold packages | Yes | Yes | Yes |
| Redeem a package at checkout | Yes | Yes | Yes |
| View package activity | Yes | Yes | Yes |
| Correct a service bundle | Yes | Yes | No |
| Void a sold package | Yes | Yes | No |
| View analytics (PRO) | Yes | Yes | No |
Platform differences
| Feature | Web | Mobile |
|---|---|---|
| Navigation | Sidebar → Prepaid Packages (under Catalogue) | More → Prepaid Packages |
| Templates view | Table with columns | Card grid (1 to 3 columns) |
| Sold packages view | Table with progress bars | Card grid |
| Create template | Side sheet (2-step: type → details) | Full-screen page (2-step) |
| Edit template | Side sheet | Drawer (bottom sheet) |
| AI pricing suggestion | Auto-loads after config | Card with manual trigger |
| Combo service picker | Dropdown with item cards | Service picker modal |
| Package activity | Responsive side sheet and timeline | Adaptive phone/tablet timeline |
| Correct package | Responsive full-height sheet | Adaptive phone/tablet sheet |
| Search | Search by client, email, or package (Cmd+K) | Text input with search icon |
| Stats display | Stat cards above list (PRO) | Stats row above list (PRO) |
| Create button access | "+ Create Template" in Templates tab | "+ New" header button (Owners only) |
| Tier gating | UpgradeGate overlay on entire page (FREE) | Stats hidden for FREE, feature accessible |
| iPad master-detail | Not applicable | Side panel detail view |
Troubleshooting
| Issue | Solution |
|---|---|
| No packages showing at checkout for a customer | The customer must have at least one Active package with remaining uses. Check that the package has not expired and matches the service being checked out (prepaid service bundles only apply to their specific service; prepaid service combos only apply to services included in the combo). |
| "Expiring in 7 days" badge showing but I cannot find the packages | Click the "Expiring in 7 days" stat card on the dashboard, it automatically filters the sold packages list to show only those expiring soon. |
| Cannot create a package template | Only Owners and Managers can create templates. If you are a Stylist, ask a Manager or Owner to create the template. |
| Cannot edit the service or session count on an existing template | Once a template has been sold to at least one customer, the type, service, session count, and selling price are locked. This prevents changing the terms of packages that customers have already purchased. You can still update the name, description, expiry, and online availability. |
| Package shows "Exhausted" but the customer thinks they have sessions left | Check Package activity first. If the entitlement balance or expiry is wrong, an Owner or Manager can use Correct package with the appropriate reason. This does not rewrite the redemption records. |
| Customer purchased a package online but it does not appear | The package is created when the Stripe payment succeeds. If the payment is processing, the package may not appear immediately. Ask the customer to check their email for a payment confirmation. If the payment succeeded but the package is missing, check the Sold Prepaid Packages list filtered by the customer's email. |
| Package expired before the customer could use all sessions | An Owner or Manager can use Correct package to extend or remove the expiry when appropriate. The correction is recorded in Package activity. |
| Prepaid Packages page shows an upgrade prompt | The prepaid packages dashboard on web requires a PRO subscription. FREE venues see a preview with an upgrade prompt. Package redemption at checkout still works on all plans. |
FAQ
What types of packages can I create?
Two types: Prepaid service bundle (multiple sessions of one service) and Prepaid service combo (a curated mix of different services bought upfront and redeemed later). For a bookable multi-service appointment, use a service combo under Services. For prepaid stored credit, use Gift Cards.
Do packages require PRO?
The packages dashboard and online storefront listing require PRO. Package redemption at checkout works on all plans.
Can I edit a package template after it has been sold?
Once sold, the type, service, session count, and selling price are locked. You can still update the name, description, expiry, and online availability.
What happens when a booking using a package is cancelled?
The redemption is automatically reversed, the session is restored to the package, and its status returns to Active.