Packages — Creating & Selling
Packages let you sell prepaid service bundles, session packs, and credit bundles so clients lock in savings and you lock in loyalty.
Overview
Packages lets you:
- Create three types of package template: service bundles (N sessions of one service), credit bundles (prepaid dollar credit), and service combos (a curated mix of different services)
- Sell packages at the till or through your online storefront
- Track usage with progress bars showing remaining sessions or credit
- Redeem packages automatically at checkout
- Get AI pricing suggestions to find the right discount (PRO)
- Monitor package analytics — active count, monthly revenue, redemptions, and expiring soon (PRO)
Note
Package template creation and in-person selling are available on all plan tiers. Online storefront sales require PRO with Stripe Connect. AI pricing suggestions and analytics cards are PRO only.
Accessing packages
On web
Go to Packages in the sidebar (under Catalogue). The dashboard has two tabs: Templates and Sold Packages.
On mobile
Tap More → Packages. The same two tabs appear: Templates and Sold Packages.
Creating a package template
Step 1: Open the create form
- On the Templates tab, click "+ Create Template".
- Choose a package type:
| Type |
Description |
Example |
| Service Combo |
A curated combination of different services at a bundled price |
Bridal Package = Cut + Colour + Blowdry |
| Service Bundle |
A fixed number of sessions for a specific service, sold at a discounted rate |
10-session haircut bundle |
| Credit Bundle |
A prepaid credit amount redeemable against any service or product |
$500 credit pack |
Step 2: Fill in the details
| Field |
Required |
Constraints |
Notes |
| Name |
Yes |
1–100 characters |
e.g. "10-Session Bundle" |
| Description |
No |
Up to 200 characters |
What's included, any conditions |
| Service |
Service Bundle only |
Select from service list |
Locked after first sale |
| Number of sessions |
Service Bundle only |
Minimum 2 |
Locked after first sale |
| Credit amount |
Credit Bundle only |
Minimum $1 |
Locked after first sale |
| Services in this combo |
Service Combo only |
Minimum 2 services, quantity 1–10 each |
Locked after first sale |
| Selling price |
Yes |
Minimum $1 |
Locked after first sale |
| Expiry |
No |
Toggle on, then enter days from purchase |
Null = never expires |
| Available online |
No |
Toggle |
Show on storefront |
The form shows savings automatically:
- Credit Bundle: "Your clients save $X (Y%) with this bundle"
- Service Combo: "Clients save $X (Y%) with this combo"
- Service Bundle: "Clients save $X per bundle ($Y per session)"
Step 3: Get an AI pricing suggestion (PRO)
On PRO plans, an AI pricing suggestion card appears once you have filled in the pack size, credit amount, or combo items. The card shows:
- Suggested price with a percentage savings calculation
- A brief rationale
- "Accept — $X" button to apply the suggestion, or "Dismiss" to ignore it
Step 4: Save the template
Click "Create Package" (web) or "Create package" (mobile). The template appears in your Templates list immediately.
Warning
The package type, linked service, pack size, credit amount, and selling price are locked after the first sale. You can still edit the name, description, expiry, and online availability at any time.
Editing a template
- Find the template on the Templates tab.
- Click "Edit".
- Update the editable fields (name, description, expiry, Available online toggle).
- Click "Save Changes".
To hide a template from sale, click "Disable". The confirmation reads: "This template will be hidden from your storefront. Existing sold packages are not affected." To re-enable, edit the template and toggle it back on.
Selling a package at checkout
When a client with an active package checks out, the checkout automatically shows their applicable packages.
How packages appear at checkout
- Service Bundle: shown if the client's package matches the booked service
- Service Combo: shown if any remaining combo item matches the booked service
- Credit Bundle: always shown (applies to any service or product)
Packages are sorted by soonest expiry first — the system prioritises packages that will expire soon.
Applying a package at checkout
- Open the checkout for a completed booking.
- The package section shows the client's applicable packages with remaining uses or credit.
- Click "Select package" to apply it.
- The package deduction appears on the order:
- Service Bundle / Combo: the full service amount is covered (session is free)
- Credit Bundle: remaining credit is deducted from the order total
If a package is applied in error, the redemption can be reversed by cancelling the booking.
Tip
When a client is redeeming their last session, the checkout shows a "Last use" warning so staff can suggest repurchasing.
Tracking package usage
Sold Packages tab
The Sold Packages tab shows all packages sold to clients. Filter by status:
| Filter |
What it shows |
| All |
Every sold package |
| Active |
Packages with remaining uses or credit |
| Expiring Soon |
Active packages expiring within 7 days |
| Exhausted |
Fully used packages (zero remaining) |
| Expired |
Packages past their expiry date |
Each package card displays:
- Client name and status badge (Active, Exhausted, Expired, Voided)
- Template name
- Progress: "X of Y uses" with a progress bar (Service Bundle), "$X remaining" (Credit Bundle), or a per-service checklist (Service Combo)
- Expiry date — colour-coded red if expired, red bold if within 7 days, orange bold if within 30 days, or "Never" if no expiry
Redemption history
Click "History" on any sold package to view the Redemption history sheet showing every use: date, staff member, and units or credit redeemed.
Client profile
A Packages section appears on each client's profile showing their active packages (up to 3 visible, with a "View all (N)" link if more exist).
Analytics (PRO)
On PRO plans, four stats cards appear above the Sold Packages list:
| Metric |
What it shows |
| Active packages |
Count of currently active packages |
| Revenue this month |
Total value of packages sold this calendar month |
| Uses this month |
Number of redemptions this calendar month |
| Expiring in 7 days |
Count of active packages expiring within 7 days (click to filter) |
On FREE plans, these cards appear as a blurred preview behind an upgrade prompt.
Voiding a package
Only the venue owner can void an active package.
- Find the package on the Sold Packages tab (or in the client's redemption history on mobile).
- Click "Void" (web) or the trash icon (mobile).
- Confirm the action. The dialog shows what the client will lose (remaining sessions or credit).
Warning
Voiding a package is permanent and cannot be undone. Any refund must be processed separately.
Online storefront sales (PRO)
If Available online is toggled on and your venue has Stripe Connect configured, the package appears on your public storefront in the Packages section.
Customers can purchase packages by clicking "Buy Now", entering their name, email, and phone, then completing payment via Stripe. A confirmation email is sent after purchase.
Who can do what
| Action |
Owner |
Team (staff) |
| Create template |
Yes |
No |
| Edit template |
Yes |
No |
| Disable/re-enable template |
Yes |
No |
| View templates |
Yes |
Yes |
| Sell/redeem at checkout |
Yes |
Yes |
| View sold packages |
Yes |
Yes |
| View redemption history |
Yes |
Yes |
| Void a package |
Yes |
No |
| View analytics |
Yes (PRO) |
Yes (PRO) |
Platform differences
| Feature |
Web |
Mobile |
| Navigation |
Sidebar → Packages (under Catalogue) |
More → Packages |
| Template creation |
Sheet/drawer |
Full-screen 2-step wizard |
| Sold packages display |
Table with columns |
Card grid (FlashList) |
| Detail view |
Sheet |
iPad: side panel; Phone: full-screen |
| Void action |
Dashboard table action button |
History screen header trash icon |
| AI pricing |
Inline suggestion card |
"Suggest a price with AI" button |
| Search |
"Search packages..." with Cmd+K shortcut |
Text input search bar |
Troubleshooting
| Issue |
Solution |
| Client's package not appearing at checkout |
The package must be Active (not expired, exhausted, or voided). For Service Bundles, the booked service must match the package's linked service. For Service Combos, at least one combo item must have remaining uses for the booked service. |
| Cannot edit the selling price |
The price, type, linked service, pack size, and credit amount are locked after the first sale to protect existing clients. Create a new template if you need different pricing. |
| Package shows "Expiring Soon" but client hasn't used it |
Packages expire based on the purchase date plus the template's expiry days, regardless of usage. Consider extending the expiry on the template for future sales, or voiding and reissuing if the client needs more time. |
| AI pricing suggestion not appearing |
AI pricing requires a PRO subscription. The suggestion only appears when creating a new template (not when editing) and after you have filled in the required fields (pack size, credit amount, or combo items). |
| Client bought a package online but it does not show |
Online purchases require Stripe payment completion. Check the Sold Packages tab and filter by Active. If the payment is still processing, the package appears once Stripe confirms the charge. |
| Voided package needs to be reinstated |
Voiding is permanent. You will need to sell a new package to the client manually. |
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Last updated: March 2026