Packages: selling sessions upfront

A package is sessions sold upfront: six blow-dries for the price of five, a course of treatments, a bridal bundle. The client pays once and uses the sessions as they come in.

Creating one

Catalogue → Packages → Add package.

• What's in it — a single service, a group of services the client can choose between, or a discount (a percentage or an amount off). Set a number of sessions, or make it unlimited.
• Price, and how long it lasts — days, weeks, months or years from the day it's bought, or never expiring. SalonX works out what it's worth at menu prices and shows the client what they save.
• Terms and conditions, a colour, and how your team's commission is worked out.

Changing a package only affects new sales. Clients who already bought it keep what they bought. Take off sale stops it being sold.

Selling one

Client's record → Packages & memberships → Sell a package. Take payment by card or cash, or add it at no charge. The package starts once it's paid.

Using it

There's nothing to remember. When you complete an appointment for a client with a package, the service it covers goes to £0 at the till and shows how many sessions are left after this one. Don't want to use a session this time? Switch that line off and the normal price comes back.

Packages apply before loyalty rewards, so a reward isn't wasted on a visit that's already paid for.

Seeing who has what

The client's Packages & memberships tab shows their active packages with the sessions left, what each session was used on, and past packages. Refund on a package there gives the money back through the sale that sold it.