This article explains all of the options you will have under the sales package Included tab at the Corporate level. This is where you will choose to have session credits issued with the package or you can assign amenities to the package.
Navigate to Setup > Sales & Metrics > Sales Packages.
Once you select your sales package, click the Included tab.
Standard Services And Classes In This Package
Add Service or Class Credits - this is where you set what session credits are to be issued for each installment. Enter the number of Available Credit Types and Select Credit Type from the drop down menu. Once you have entered the number and selected a credit type, click Add Credits To Package. All credits that will be issued for each installment will appear below. There is an X next to these to allow you to remove them.
Set a Min / Max Price Per Session - this will prevent any price adjustments - at the time of write-up - to the installments to be below or above the price per session amounts set here. Click Update to save the settings.
Please be aware that editing the session credits on an active package, will affect any invoices on customer accounts tied to this package that have not yet been paid.
Session Credit Differences From Standard By Installment
In addition to the Standard option of releasing credits evenly with each installment, you also have the option to vary the amount of credits issued per installment. This is only applicable if you have more than a 1x installment plan. There is an X next to these to allow you to remove them.
Choose which Installment you would like to issue credits. Enter the number of credits and Select Credit Type. Click Add Credits To Installment. Continue adding the number of session credits per installment, varying the amount to your liking.
Amenities Included In This Package
Including amenities with this package will automatically assign the customer the amenity when the package is purchased.
From here you may select which amenity is Not Included, Included, or there is an option to allow the customer to Choose from the list of amenities during the agreement write up. The changes in this section save automatically
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Corporate - General: Can access corporate setup