SETTING UP YOUR PACKAGES

  It is divided into two parts:

1️⃣ Packages – Create, edit, and manage various types of packages.
2️⃣ Package Freeze – Set up and manage package freezing options.

✅ Managing Packages

You can:
✅ Add new packages
✅ Bulk update prices
✅ Create combo packages
✅ Edit, disable, or delete packages

✅ Creating a New Package

When adding a new package, you’ll choose from the following types:

• Class Package – For group classes
  
  
• Private Session – For one-on-one training
  
  
• Contract – For long-term memberships
  
  
• Registration – For one-time registration fees
  
  
• Day Pass – For short-term access
  
  

🔹 Step-by-Step Package Setup:

1️⃣ Enter package details

• Name, price, and number of passes included.
  
  

2️⃣ Select the base type:

• Unlimited – Clients can attend unlimited sessions.
  
  
• Passes – A fixed number of sessions.
  
  
• Preselected Unlimited – Clients choose specific schedules for unlimited use.
  
  

3️⃣ Choose the package start date:

• Purchase Date – Starts when the package is bought.
  
  
• Beginning of Cycle – Starts with your billing cycle.
  
  
• First Session – Begins when the first session is attended.
  
  

4️⃣ Set the expiration period:

• Choose how long the package remains active:
  
  
  • Days, Weeks, Biweeks, Months, or Terms
    
    

5️⃣ Optional settings:

• Client Categories – Limit access to specific groups (e.g., VIP, Regular). Requires allocation from the client profile.
  
  
• Client Gender – Restrict package by gender if needed.
  
  

6️⃣ Additional options:

✅ Shareable Package – Allow multiple people to use the same package.
✅ Mandatory Package – Require clients to buy another package first.
✅ Intro Package – Show only to first-time buyers.
✅ Guest Package – Available for guests only.
✅ Auto-Renew – Automatically renews when expired or when all passes are used.
✅ Disable Online – Hide from the client app (still accessible through the portal).

7️⃣ Save Changes

• Click OK to finalize the package.
  
  

⚠️ Note: Changes made to a package apply only to future purchases.

✅ Package Freeze

The Package Freeze feature allows clients to temporarily pause their memberships.

🔹 Setting Up a Package Freeze:

✅ Add a freeze option with the following details:

• Name – Give the freeze a clear title
  
  
• Price – Set the cost (if applicable)
  
  
• Duration – Define how long the freeze lasts
  
  
• Status – Enable or disable the freeze option
  
  

🗑 You can also delete freeze options if needed.