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.

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 date – The 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 member can sell this purchase option depending on whether you want to allow clients to buy the package online or only through a staff member.
  • 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.
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 day, week, 4-Week, month, 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 cycle: Attendance 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 Purchase Option that has a contract associated with it is set to auto-renew, clients will be required to re-sign the contract each time the Purchase Option 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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