Manage Service Packages

By selling performance packages, you increase customer loyalty and reduce the risk of customer loss. We support you in the processes of creating, selling and documenting packages. The performance package function is fully compatible with the cash register system.

Possible use cases include, for example:

Creation of package drafts that can be customized individually.
Creation of predefined performance packages that the employee can sell with one click and are documented in the customer file.
Sale of a certain number of specific services at a fixed price: 6x hair removal.
For large package prices, we recommend receiving a deposit. This can also be defined.
Schedule all appointments in this series in advance.
Advanced: Create an installment payment that you can collect monthly via direct debit.

How it works

After activating the function, you receive 2 views:

Performance packages: Here you get an overview of all performance packages that are currently for sale or have already been sold. You can also create new performance package offers here.
Performance package templates: Create packages that can be selected directly in the sales process.

Performance packages

After activation, you can also start a package sale directly. You can start performance packages at the following locations:

From the Performance package function: Click on "+Performance package" at the top of the "Performance packages" tab. Here you must then select the customer and a package template. Note: You cannot select a new customer here, but must select an existing customer.
From the Customer file: Open a customer file and select "Performance packages" on the left. There, after clicking on "+Performance package", you can select the template and save it directly.
From the Checkout process: Click on "+Packages" to select a template.

You can find out how to set up performance packages here.

Performance package templates

If you always sell individual packages, you do not need to consider the performance package templates further. You can leave all default settings and use the function fully. However, for better evaluation, we recommend using templates whose names allow conclusions about the content, for example: "Hair removal", "Cryolipolysis", etc.

In this view you create and edit your performance package templates. After entering a name and a category, you can edit this package in detail. Click on the Services tab to do this.

There you can enter a specific service and a quantity that should be included in this package. The total price of the package is recalculated each time the services are edited. If your package should be created individually, you can simply leave this section empty.

If you have already sold packages that are based on an existing template, changes to the template no longer affect the existing packages. Only newly created packages adopt the current template.