This article and video will guide you through creating a services sales package such as Personal Training. Service sales packages do not affect membership status or expiration dates. They are typically used when releasing session credits.
1. Accessing Sales Packages
Navigate to Setup > Sales > Sales Packages.
Find the Folder Group and locate the Folder you want to add your new sales package. Select Add A Sales Package.
2. Start Sales Package Creation
Clicking the link will advance you to the Add A New Sales Package screen.
Enter the name of your new sales package and choose Services Package. Service packages do not affect membership status or expiration dates. Click the button Add The New Sales Package to save your changes.
Proceed with the following steps to complete your service sales package:
Sales Package Settings Tab
Sales Package Installments Tab
Sales Package Included Tab
Sales Package Who Can Sell Tab
Sales Package Eligibility Tab
Sales Package Payment Types Tab
Sales Package Cancel / Freeze Tab
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Club Setup: Can access setup
- Club Setup: Can access sales packages setup