This article describes all the advanced settings available when you’re creating or modifying a package.
To learn about the general information settings available when creating or modifying an package, see Package general information settings.
|Select Activation Date||Determines when the package will activate. Your choices are:|
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 Expiration||Determine how and when the items in the package expire. This expiration date will take precedence over any expiration dates on individual items within the package. Your choices are:|
|Purchase Restrictions||The purchase rules for the package:|
|Package Attendance Restrictions||Determines whether the number of available visits for a package is restricted to a specific period. For example, a package can have an attendance restriction that only allows a maximum of five visits every two weeks. The package attendance restrictions will take precedence over the settings of the memberships and passes included in it. You have the following options:|
If you select Apply attendance restriction:
For more information, see Attendance restrictions.
NoteIf a Purchase Option has Apply attendance restriction and Enable rollover sessions selected, there will be no marker on the client’s Passes & Memberships page indicating which visits on the Purchase Option are rollover sessions.
|Contract||Select whether the client must agree to a contract before purchasing the package. Your choices are:|
When creating or modifying a contract for your packages, keep the following in mind:
|Automatic Staff Commissions||Select the staff members who will receive automatic commissions for this Purchase Option.|
When automatic commissions are enabled you can use the checklist below this setting to select which staff members will receive automatic commissions for this Purchase Option. Use the dropdown next to their name to select which of their commission pay rates to use for the automatic commissions.
|Barcode||Enter or generate a barcode to identify this package in your WellnessLiving system.|
|Receipt||Select 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.
|Termination||Determine whether the package expires on a specific date. Your choices are:|
NoteThese termination settings are only available when customizing an individual Purchase Option in the client’s profile.
NotePackages expire at 11:59 p.m. on their selected end date.
|Revenue Categories||The 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:
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.