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Packages
UpdatedDecember 5, 2024
InFlo’s Packages feature provides robust tools for designing and managing your package offerings. With this feature, you can create customizable packages that include:
- Payment Plans: Enable flexible payment options for customers.
- Product Credit or Discounts: Offer credit amounts or general discounts for products.
- Defined Visits and Services: Specify the number of visits and include particular services within each visit.
- Educational Content and Marketing Communication: Add educational materials or tailored communications for each visit, enhancing the value and customer experience.
- Package Contract: The package settings are automatically compiled into a contract that visually outlines the details, making it easier to explain to customers. The contract also includes your package policies, which the client signs and consents to upon purchase.
This functionality not only simplifies package management but also boosts customer engagement by creating a personalized and well-rounded experience, ensuring customers feel supported and valued when purchasing a package.
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Operations
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- Articles coming soon
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- Customer Profile
- Editing Customer Profile
- Customer Overview - Top Banner
- Customer Account Balance
- Customer Card on File
- Customer Profile Notes & Bio
- Managing Customer Packages
- Customer Profile Recommendations
- Customer Profile Tags
- Customer Service Credits
- Managing Appointments via Customer Profile
- Customer History
- Customer Profile - Forms & Documents
- Managing Customer Memberships
- Viewing Customer Gift Cards
- Customer Dislike Services
- Editing Customer Communication Preferences
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- How to book an appointment for an existing customer?
- How to book an appointment for a new customer?
- How to add a customer to the waiting list?
- How to manage the waiting list?
- How to add a break in the appointment book?
- How to check-in an appointment?
- How to confirm an appointment?
- How to cut and paste an appointment?
- How to copy and paste an appointment?
- How to edit an appointment?
- How to use the smart search in the appointment book?
- Where to find key for appointment statuses, icons and alerts?
- How do I enter the customer profile?
- How do I send a quick notification?
- How do I open my cash process?
- How do I close my cash process?
- How to switch between employee and room view?
- How to process a walk-in transaction?
- How to cancel an appointment?
- How to view or add a note or bio to a customer?
- How to use the chat?
- Where to manage forms and documents in the customer profile?
- How to access packages via the customer profile?
- How to manage active recommendations via the customer profile?
- How to manage service credits via the customer profile?
- How to manage appointments via the customer profile?
- How to manage waitlist entries via the customer profile?
- How to view the customer's purchase history via the customer profile?
- How to manage a customer's transaction history?
- How to create a new service?
- How to create a new employee?
- How to manage my branch schedule?
- How to manage my employee's schedule?
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Configurations
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Inventory
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Forms
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Marketing
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InFlo App
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