Package advanced settings

This article describes all the advanced settings available when you are creating or modifying a package.

To learn about the general information settings available when creating or modifying an package, see Package general information settings.

NoteClients will not be required to sign a contract for packages that were imported into WellnessLiving.
SettingDescription
Select Activation DateDetermines when the package will activate. Your choices are:

  • First Visit – The package will activate on the date of the first session booked using any Purchase Option within the package.
  • Sale Date – The package will activate on the date the package is purchased.
  • Choose a date – The package will activate on the date chosen.

NoteStart dates of memberships within packages will take precedence over package start dates. For more information about membership start dates, see Auto-payments every in Membership general information settings.
Select ExpirationDetermines how and when the items in the package expire. If the package has already been purchased by clients then the expiration date cannot be modified. This expiration date will take precedence over any expiration dates on individual items within the package. Your choices are: 

  • Does not expire – The items in the package do not expire.
  • Expires x day/week/month/year after first visit – The package will expire after the specified amount of time after the first time that package is used.
  • Choose expiry dateThe package will expire on the date chosen. 
    To ensure your accounting is always correct, the expiration date of the package will become uneditable as soon as a package of this type is purchased. If you want to change the expiration rules, you must create a new package. 

NoteItems within the package may not be affected by the chosen date. For more information, see Package expiration dates.
Purchase RestrictionsThe purchase rules for the package:

  • Select Client can buy online or Only staff can sell this purchase option depending on whether you want to allow clients to buy the package online or only through a staff member. If you select Client can buy online, the following options are displayed. By default, All clients can buy online is selected.
      • All clients can buy online – Selecting this option will allow any client who meets the Client Type restrictions to buy this package online.
      • Only clients with Direct Buy URL can buy online – Selecting this option will make it so any client who meets the Client Type restrictions can only buy this package through the Direct Buy URL. For example, if you select Only clients with Direct Buy URL can buy online as well as Introductory offer for new clients only, an Active Member with the Direct Buy URL for this Purchase Option would not be able to purchase this package.
  • Select which clients can purchase this package: Available to all clients, Introductory offer for new clients only, or Available to select Client Types only.
    • If you select Available to select Client Types only, select one or more Client Types from the list and only the selected client types will be able to view and purchase the package in your store.
    • For more information about introductory offers, see Creating an introductory offer for new or prospective clients.
  • Select how this package is sold: Sold individually or Sold as a part of package only.
  • Select No quantity limit or Limit quantity depending on whether or not you want to limit the number of purchases that can ever be made. When selecting Limit quantity, you must enter a number for the limit.

NoteIn cases where clients have reached the quantity limit, clients can still receive Purchase Options transferred to them by other clients.
Package Attendance RestrictionsDetermines if the number of available sessions are restricted based on a specific time period (e.g., a maximum of 10 sessions per month). The Package Attendance Restrictions will take precedence over the settings of the memberships and passes included in it.
If you select Apply Attendance Restriction:

  • Under PERIOD, select dayweek4-Weekmonth, or year. 
  • In the MAX SESSIONS field, enter the maximum number of sessions the client can attend in the selected time period. For example, if you select a PERIOD of a week and enter 5 in the MAX SESSIONS field, the client is restricted to 5 visits per week. 
  • Select whether you want to apply the restriction based on the calendar cycle, or the payment cycleAttendance Restriction is applied at the start of the calendar cycle or Attendance Restriction is applied at the start of the payment cycle 
  • Select Enable Rollover or Session do not rollover depending on whether you want to allow remaining visits to rollover to the next attendance restriction period. 

For more information, see Attendance Restrictions.

ContractSelect whether the client must agree to a contract before purchasing the membership. Your choices are:

  • No Contract – The client does not need to agree to a contract.
  • Clients must agree to a contract – The client must agree to a contract. Enter your contract in the text field.

NoteIf you modify a package’s existing contract, when you save your changes you will be asked whether you want clients who have already purchased the membership to re-sign the contract. If you select YES, clients will be prompted to sign the contract the next time they log in to their account.

NoteIf a package that has a contract associated with it is set to auto-renew, clients will not be required to re-sign the contract each time the package automatically renews.
BarcodeEnter or generate a barcode to identify this package in your WellnessLiving system.
ReceiptSelect Default Email Receipt to send your default receipt to a client who purchases this package.

Select Custom Email Receipt to create a custom receipt to send to a client who purchases this package.

For information on how to use variables in the email message, see Email variables.  

TerminationDetermine whether the package terminates on a specific date. Your choices are:

  • Terminate and convert to – The package will be removed from the client’s Passes & Memberships page and convert to your selected Purchase Option on the date you select.
  • Terminate – The package will be removed from the client’s Passes & Memberships page on the date you select.
  •  Do not terminate – The package will remain on the client’s Passes & Memberships page in their client profile.

NoteThese termination settings are only available when the customizing an individual Purchase Option in the client’s profile.
Revenue CategoriesThe revenue categories to which the package is assigned. Click a revenue category to select or deselect it. You can select as many revenue categories as needed. The package will be assigned to the selected revenue categories.

You can also manage revenue categories from here:

  • To add a new revenue category, enter a name for it in the box and click ADD.
  • To rename a revenue category, click the revenue category’s Options button and select Edit .
  • To delete a revenue category, click the revenue category’s Options button and select Delete tag .
  • To make a revenue category the primary category, click the revenue category’s Options button and click Primary .

NoteThe initial sale of a package will log revenue towards the revenue category associated with the package. If the individual items in the package are renewed, the revenue from this renewal will apply to the revenue categories associated with those individual items.
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