Configure Packages For Family Members

Modified on Wed, 29 Jan at 3:43 PM

On accounts with family members activated, you have the ability to determine if the packages can only be purchased and used by family members OR by the primary client and family members. This can be configured on the package setup page.

Things to know:

On the package configuration page:
- If Individual Family Member is selected - This means that the package can ONLY be used by the family member selected when the package was being purchased.
- If All Family Members is selected - This means that the package can be used by the primary client or family members.
- Can only be purchased once per client: When this is set to ""Yes,"" clients can purchase the package only once.
  - If the client has already purchased the package, it will not be displayed in the list of available packages for purchase online.
  - If the client has not signed in to the booking widget, the package will be displayed in the list. However, once signed in, it will no longer be visible.
  - If the client has already purchased the package, an error message stating "This package can only be purchased once per client" will appear in POS when the 'Take Payment' button is selected to repurchase the same package.

To configure family member packages:

Go to Business Setup > Packages tab
Select the location where you want the package to be sold in the location filter
Click on the +Add New Package link
Enter all the package details on the General Settings tab
Select Individual Family Members for the Valid For option
Add pricing and package benefits on the respective tabs
Save

Once created, the package can only be used by the family member selected when the package was purchased.

Changing Associated Family Member on Existing Packages

Appointments in Package

Revenue for Appointments, Classes, and Products in Package

Commission on Appointments, Classes and Products in Package

Selling Packages for Family Members in POS

Purchasing Packages for Family Members on Booking Widget