A package is something a client pays for once and uses over time: a 5-pack of facials, a course of laser sessions, or a discount on their next few visits. Packages live under Retail → Packages.
Before you start
- Who can do it: seeing packages needs access to revenue setup; creating and changing them needs permission to manage it.
Create a package
Start
Go to Retail → Packages and select New package.
Describe it
On Details, enter the Name, choose a Category (clients see it online), and write a Description, such as the saving or a gift idea.
Add what's included
Under Benefits, select Add benefit and choose a type:
- Service sessions: a number of Sessions for one service, several (shared between them), or Any service.
- Product quantities: a number of products, collected at checkout.
- Amount discount or Percentage discount: money off chosen services, products or gift cards for a number of Uses.
Select Save benefit. Add as many benefits as you need.
Set the price and expiry
Under Pricing, enter the Price and check the Sales tax. Set Expires after a number of days, weeks, months or years from purchase, or leave Never expires.
Choose the settings
On Settings, tick Let clients buy this online to show it on your booking site. Turn on Multi-session course for a series of treatments, and set the Weeks between sessions. Owneli then tracks progress and reminds the client to book the next one.
Save
Select Create package.
Discount benefits
A discount benefit has its own limits:
| Setting | What it does |
|---|---|
| Minimum purchase amount | The sale must reach this before the discount applies |
| Can be combined with deals | Lets it apply alongside a deal or promo code. Off, a code is refused while it's on the sale. |
| In-store use only | Only at the counter, never in online checkout |
Sell and redeem a package
At checkout, add the package like any other item. See Take a payment. Clients can also buy it on your booking site if you allowed it.
When the client comes back for an included service, choose Package as the payment method on the payment step and select Redeem 1 session. It covers that service and uses one session. See Redeem a gift card, package, or membership. A tip on that visit is paid separately, by card or cash.
Refunding the whole sale that used a session gives the session back.
See who holds a package
Go to Retail → Packages sold, or the Holders tab on Packages. Each holder shows what's left, such as 3/5 sessions, and when it expires. Use it to find clients who bought and haven't come back.
Stop selling a package
Switch off Active on Settings to pause it, or choose Archive from its row's ⋮ menu. Either way it leaves checkout, and current holders keep what they bought.
Packages versus memberships
| Package | Membership | |
|---|---|---|
| Payment | Once, up front | Every period |
| What it gives | A set number of sessions, products or discounts | Sessions or wallet money each period, plus perks |
| Ends | When it's used up or expires | When it's cancelled or its term ends |
| Best for | A course of treatment | Regulars and steady revenue |
Check it worked
The package is on the Packages tab with its price and benefits, and you can add it at checkout. After a sale, the client appears under Holders with the full amount left.
If something goes wrong
Package isn't offered as a payment method
The client on the sale doesn't hold a package that covers this service, or it has expired or been used up. Check the client is attached to the sale.
The package isn't on the booking site
Tick Let clients buy this online, and check it's active and valid at that location.