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 ExpirationDetermine 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:

  • Does not expire – The items in the package do not expire.
  • Expires [duration] [time period] after sale – The package will expire after the specified amount of time after the package is sold.
  • Choose expiry date – The package will expire on the selected date.
    • When the package expires, the ACTIVATE ITEM option is automatically set to OFF.
    • If the package has expired before it has been sold to a client, you can only change the ACTIVATE ITEM option to ON after you update the expiry date under Choose expiry date.
    • If the package has expired after it has been sold to a client, you cannot set the ACTIVATE ITEM option to ON. To sell this session pass again, you must create a new package with the same settings.
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 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:

  • Apply attendance restriction – Clients can use the package a maximum number of times during a specific number of days, weeks, months, or years.
  • No attendance restriction – Clients can use the package as many times as they want while it’s active.

If you select Apply Attendance Restriction:

  • Set the maximum number of visits permitted during a specific number of days, weeks, months, or years.
  • Select whether you want to apply the restriction based on the calendar cycle or the payment cycle. You have the following options:
    • Attendance restriction is applied at the start of the calendar cycle – The attendance restriction set on the package will be applied based on actual calendar dates. For example, if a package has an attendance restriction of five visits each month, the client can use the package for five visits between June 1 and June 30.
    • Attendance restriction is applied at the start of the payment cycle – The attendance restriction set on the package will be applied based on the date when payments for the package begin. For example, if a package has an attendance restriction of five visits each month and auto-payments on the ninth day of every month, the client can use the package for five visits between June 9 and July 8.
  • Select whether unused visits should be carried over to the next attendance restriction period:
    • If you select Enable session rollover, you must choose what happens to the rollover sessions:
      • If you don’t want rollover sessions to expire, select Rollover sessions do not expire.
      • If you want rollover sessions to expire, select Rollover sessions expire after and set the amount of time the sessions will remain active. For example, a package with a monthly attendance restriction is set up so that rollover sessions expire after three months. The package starts in January and there were four unused visits left on January 31. The four rollover sessions will expire on April 30.
      • If you want unused visits to carry over after the package auto-renews, set the Rollover sessions upon auto-renew option to ON.
        • When unused visits are carried over after a package auto-renews, the original attendance restrictions set for the package will no longer apply to them.
      • To limit the number of unused visits that will carry over, set the Limit number of rollover sessions option to ON and enter the limit for the number of rollover sessions. For example, a package has a monthly attendance restriction with a maximum of five visits that can carry over. If the client has six unused visits at the end of the month, they will lose a session.
        • If you choose not to set a limit, clients can accumulate an unlimited number of rollover sessions.
      • If you are customizing an individual purchase option and you select Enable session rollover, you cannot set the date range to any date prior to the purchase date.
    • Click the Add button to add another restriction. For example, you can add a restriction of only five visits per week and then click the add button to add another restriction of a maximum of 16 visits per month.
    • Click the Delete button to remove a restriction.

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.

When creating or modifying a contract for your packages, keep the following in mind:

  • Clients will not be required to sign a contract for packages that were imported into WellnessLiving.
  • If 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.
  • If 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.
  • If a package contains purchase options that require separate contracts, clients will be required to sign a single contract that includes the content of both the contract for the package and the contract for each purchase option. To ensure clients know which purchase option each part of the contract is associated with, we recommend including the contract variable [PurchaseOption] at the beginning of each contract.
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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