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.
|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||Determines 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: |
NoteItems within the package may not be affected by the chosen date. For more information, see Package expiration dates.
|Purchase Restrictions||The purchase rules for the package:|
NoteIn cases where clients have reached the quantity limit, clients can still receive Purchase Options transferred to them by other clients.
|Package Attendance Restrictions||Determines 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:
For more information, see Attendance Restrictions.
|Contract||Select whether the client must agree to a contract before purchasing the membership. Your choices are:|
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.
|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 terminates on a specific date. Your choices are:|
NoteThese termination settings are only available when the customizing an individual Purchase Option in the client’s profile.
|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.