Package general information settings

This article describes all general information settings available when you are creating or modifying a package.

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

Caution If you include the words Virtual, Video and/or On Demand in the PACKAGE NAME or DESCRIPTION, the Purchase Option will not be displayed in the store or while a client is booking a service on the Achieve Client App or the Achieve White Label Client App on any iOS devices.

SettingDescription
PACKAGE NAMEThe name of the package. This is viewable by clients and is a required field.
UPLOAD IMAGEClick to upload an image to represent the package in the store. For more information, Managing service and Purchase Option images.
PACKAGE DESCRIPTIONThe description of the package. This is viewable by your clients, so it should be both descriptive and creative, but brief. This is not a required field, but it is highly recommended.
ACTIVATE ITEMSet this option to activate or deactivate the package, or to set a deactivation date for the package:

  • When this option is set to ON, the package is activated and available for purchase.
  • When this option is set to OFF, the package is deactivated and is unavailable for purchase.
    • DEACTIVATE ON – Set a date on which the package will deactivate. Click the date field and select a date from the calendar.
    • USABLE BY CLIENTS WHO ALREADY PURCHASED – By default, deactivated packages can still be used by clients who previously purchased them. To make a deactivated package unusable by clients who have already purchased it, set the option to NO.
      For information about deactivating a package for an individual client, see Deactivating a client’s package .

NoteIf you deactivate a package and make it unusable for clients who have already purchased it, any memberships within the package are effectively canceled for those clients. Clients’ canceled memberships cannot be reactivated and must be purchased again.
SELECT WHICH ITEMS TO INCLUDE IN THIS PACKAGEDetermines which session passes, memberships, gift cards, Events, and products will be in the package:

  • Click the tabs at the top of this section to find all of the items you can include in the package. The tabs are Appointments, Classes, Gym Visits, Events, Products, Assets, and Accounts.
  • Under PACKAGE INCLUDES you can click items to add to the package and remove them by clicking the X.
    • To add a discount to individual items, click Discount? under the item name. You can apply a dollar value or percentage-based discount to each item in the package.
    • To add more than one of any specific item to a package, click Add Quantity under the item name. You can enter any whole number. This number represents the quantity of the specified item that will be included in the package.
    • To create a new item or Purchase Option to add to the package, click the ADD APPOINTMENT PURCHASE OPTION.
  • The total price of the package, including any discounts, is listed next to TOTAL PACKAGE PRICE. Details about the individual price of each item are listed below.
After ExpirationThis setting determines what happens after the package expires. Your choices are:

  • Do nothing – All items in the package will expire.
  • Auto-Renew – All items in the package will be added to the package again after it expires.
  • Enable Client Control – Clients can opt out of the package auto-renewal.
  • Disable Client Control – Clients cannot opt out of the package auto-renewal.

NoteTo avoid double-billing clients for a session pass or membership that is part of an auto-renewing package, the session pass’s expiry date and the membership’s duration must be set to coincide with the package’s expiration. For more information, see Session pass general information settings or  Membership general information settings.
Online Store CategoryThe categories in which this package will be displayed when searching your online store.
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