The Included tab within a sales package is where you define what a customer receives when they purchase that package. This includes the session credits issued with each installment, optional credit overrides by installment, and any amenities automatically assigned at the time of purchase. Configuring these settings correctly ensures customers receive the right credits and access from day one, without requiring manual intervention after the sale.
Content:
Before You Begin
- You must be logged in with a Master Admin account, or a staff account with the following permissions enabled:
- Club Setup: Can access setup
- Club Setup: Can access sales packages setup
- Before configuring the Included tab, ensure your services, classes, and amenities have already been created in the system. If not, refer to the Services and Group/Classes help articles before proceeding.
- Use caution when editing session credits on an active package. Changes will affect any unpaid invoices on customer accounts tied to that package.
- The Overload Method (Section 2) is only applicable if your package has more than a one-installment plan. If you are working with a single installment package, this section will not apply.
Access the Included Tab
Navigate to Setup > Sales > Sales Packages. Select the sales package you wish to configure and click the Included tab.
1. Standard Services and Classes In This Package: This is where you define the session credits issued with each installment of the package.
To add session credits:
- Enter the number of credits in the Available Credit Types field.
- Select the applicable Credit Type from the dropdown menu.
- Click Add Credits To Package to apply.
All credits assigned to the package will appear below. Click the X next to any credit to remove it.
Min / Max Price Per Session Use this setting to prevent price adjustments at the time of agreement write-up from falling below or exceeding a defined price per session. Click Update to save.
⚠️ Please Note: Editing session credits on an active package will affect any unpaid invoices on customer accounts currently tied to that package. Review carefully before making changes.
2. Session Credit Differences From Standard By Installment (Overload Method): In addition to the standard method of releasing credits evenly across installments, you can vary the number of credits issued per installment. This option is only available for packages with more than one installment.
To configure credits by installment:
- Select which Installment you would like to assign credits to.
- Enter the number of credits and select the Credit Type.
- Click Add Credits To Installment.
- Repeat for each installment, varying the amounts as needed.
Click the X next to any installment credit entry to remove it.
3. Amenities Included In This Package: Amenities assigned here will be automatically applied to the customer's account when the package is purchased. For each amenity, you can select one of the following options:
| Option | Description |
|---|---|
| Not Included | The amenity will not be assigned with this package. |
| Included | The amenity will be automatically assigned to the customer at the time of purchase. |
| Choose | The customer will be prompted to select from the available amenities during the agreement write-up process. |
Changes in this section save automatically; no additional save action is required.
4. Brivo Mobile Pass: This feature is available only if your organization has enabled Brivo Mobile Pass.
| Option | Description |
|---|---|
| Automatically Add New Members to Brivo MP | Will automatically add the customer to Brivo Mobile Pass and send them a Mobile Pass invite when this package is purchased. (Assuming the customer does not already have an active MP credential) |
Frequently Asked Questions
Q: Will editing session credits on an active package affect existing customer accounts?
A: Yes. If you edit the session credits on a package that is currently active, the changes will affect any invoices on customer accounts tied to that package that have not yet been paid. It is strongly recommended to review the impact on existing accounts before making changes, and to communicate any adjustments to affected customers as needed.
Q: Can I assign more than one credit type to a single package?
A: Yes. You can add multiple credit types to a package by repeating the process of entering a credit amount, selecting a credit type, and clicking Add Credits To Package for each one. All assigned credits will appear in the list below and can be removed individually using the X button.
Q: What is the difference between the Standard method and the Overload Method for session credits?
A: The Standard method releases the same number of credits with each installment evenly throughout the package term. The Overload Method allows you to vary the number of credits issued per installment — for example, issuing more credits in the first installment and fewer in subsequent ones. The Overload Method is only available for packages with more than one installment.
Q: If I select "Choose" for an amenity, when does the customer make their selection?
A: When an amenity is set to Choose, the customer will be prompted to select from the available amenities during the agreement write-up process at the time of sale. This gives the customer input into which amenity they receive without requiring manual assignment by staff after the fact.
Q: Do I need to save changes made to amenities in Section 3?
A: No. Changes made to amenity settings in the Amenities Included In This Package section save automatically. No additional save action is required after making a selection.