Creating a New Package

The Package Settings screen is where you manage all your package options. Here you can create new packages or edit existing ones.

To access this feature, use the search bar in the top banner and look for “Package Settings”

1. Use the Search Bar in the top banner and type Package Settings.
2. Click Create
3. Input Basic Package Details 

Option	Description
* Name	Name of the package. It will show in your transactions, customer website, and apps.
* Description	Provide a package description, including benefits, discounts, included services, or other relevant details. This will appear in the employee smart search, provider app, customer app and website.
* Price	Enter the price of the package.
* Category	Choose the category that best fits this package.
Image	Add a relevant image. This will appear in the customer app and website.

* Denotes required input.

4. Click Save

Package Settings Details Tab

1. Input Additional Package Details 

Option	Description
Keywords	Define relevant keywords for this package. These keywords help both customers and staff easily locate the package.
Product Amount	Enter the product credit amount that the customer will receive as part of their package benefits.
Product Discount	Specify the discount percentage the customer will receive on all products purchased during package visits. This discount applies only to transactions associated with a package visit.
Content	Add details or descriptions that your customers can view via the customer web portal or app.
Shop Online Toggle	Enable this option to allow customers to purchase the package online.

Package Settings Visits Tab

Feature	Description
	This is the visit number.
	Specify the amount the customer needs to pay during this visit.
	When enabled, staff must upload photos while performing services during this visit to close out their charting.
	When enabled, staff must update the customer’s weight while performing services during this visit to close out their charting.
	Click this Add button to add services to your visit.
	When you click Add, a pop-up appears listing all available services. If the required service is not listed, click Add Service within the pop-up to include it as an option for the package. To remove a mistakenly added service, click Remove for a single service or use the selection checkbox to remove multiple services simultaneously.
	Use the Remove Visit button to delete the entire visit from the package.
	Click Remove to delete a service from the current visit. The service will remain available for other visits unless removed from the Services Pop-Up.
	Click Add Visit to add another visit to the package.
	View and manage all services assigned to a visit.
	View and manage documents linked to a visit. Customers can access these documents once the visit is assigned to an appointment.
	View and manage marketing materials associated with the visit. Marketing campaigns or messages assigned here will begin once the visit is checked out.
	View and manage the textual content of a visit that your customer will see. Use this space to provide context for the visit’s purpose, offer tips, or give a guide related to the documents attached to the visit.

Adding a Package Visit

1. Use the Search Bar in the top banner and type Package Settings.
2. Click on the Package Name or Details button next to the package you want to modify.
3. Navigate to the Visit Tab.
4. Scroll to the bottom of the package details and click Add Visit.

Adding Services to a Package

1. Use the Search Bar in the top banner and type Package Settings.
2. Click on the Package Name or Details button next to the package you want to modify.
3. Click the Edit Pencil next to the Unassigned Icon in the Top Banner. You can also click add in any of the visits found in the visits tab.
4. Click Add Service.
5. Search for the service you’d like to add.
6. Specify the Quantity of the service you want to include in the package.
7. Click Submit to finalize.

Adding Services to a Package Visit

1. Use the Search Bar in the top banner and type Package Settings.
2. Click on the Package Name or Details button next to the package you want to modify.
3. Navigate to the Visit Tab.
4. Click Add inside the visit you want to modify.
5. Select the checkbox next to the services you want to include in the visit.
6. Click Submit to finalize your changes.

Adding Documents to a Package Visit

1. Use the Search Bar in the top banner and type Package Settings.
2. Click on the Package Name or Details button next to the package you want to modify.
3. Navigate to the Visit Tab.
4. Go to the Documents tab within the visit you want to modify.
5. Click the Plus Icon to add a new document.
6. Fill in the document details

Option	Description
* Title	Enter the document title. This will be visible to the customer. Multilanguage Available.
* Language	Select the language of the document being uploaded. Customers will see the document in their preferred language settings.
Description	Add an optional description visible to the customer. Multilanguage Available.
Comment	Add an optional comment for internal reference.
Choose File	Upload the document file.

* Denotes required input.

7. Click Submit to finalize your upload.

Adding Marketing to a Package Visit

1. Use the Search Bar in the top banner and type Package Settings.
2. Click on the Package Name or Details button next to the package you want to modify.
3. Navigate to the Visit Tab.
4. Go to the Marketing tab within the visit you want to modify.
5. Click the Add New Workflow button.
6. Choose your communication method:

• Email
• Text (available with Twilio or WhatsApp integrations)
• Push Notifications (available with the app add-on)

7. Configure your message:

• Compose the content of the communication.
• In the Duration field, specify the number of days after the visit is checked out when the message should be sent.

8. Click Submit to save the marketing workflow.

Package Settings Special Tab

This tab is where you configure and manage special offers associated with a package.

Create a New Package Special

1. Use the Search Bar in the top banner and type Package Settings.
2. Click on the Package Name or Details button next to the package you want to modify.
3. Navigate to the Specials Tab.
4. Click Add.
5. Enter Specials details

Option	Description
* Price	Enter the price of the special.
* Category	Select the category for the package special.
* Start Date	Enter the date when the special becomes available.
* End Date	Enter the date when the special ends.
Show Customer Toggle	Enable this if you want the special to be visible to customers online.
Comment	Internal comment.

* Denotes required input.

6. Click Save to submit.

Package Settings Documents Tab

This section allows you to add general package documents that are not linked to specific package visits. These documents will be included with the package content defined in the Details Tab, ensuring they are easily accessible to customers.

Adding Documents to a Package

1. Use the Search Bar in the top banner and type Package Settings.
2. Click on the Package Name or Details button next to the package you want to modify.
3. Navigate to the Documents Tab.
4. Click the Add button to add a new document.
5. Fill in the document details.

Option	Description
* Title	Enter the document title. This will be visible to the customer. Multilanguage Available.
* Language	Select the language of the document being uploaded. Customers will see the document in their preferred language settings.
Description	Add an optional description visible to the customer. Multilanguage Available.
Comment	Add an optional comment for internal reference.
Choose File	Upload the document file.

* Denotes required input.

6. Click Upload.

Package Settings More Tab

Add Forms: Select all forms required to be filled out after purchase of this package.

Dynamic Tags: Add the tags you want to associate or disassociate with this package.