Services
Packages (Prepaid Bundles)
Packages (Prepaid Bundles)
Sell prepaid session bundles, credit packs, and service combos — customers lock in savings, you lock in loyalty and guaranteed return visits.
Where to find it — Web: Sidebar → Packages (under Catalogue). Mobile: More → Packages.
Overview
Packages let you:
- Create reusable package templates in three types: Service Bundle (multiple sessions of one service), Credit Bundle (prepaid dollar credit), or Service Combo (a curated mix of different services)
- Set a discounted selling price, optional expiry period, and online availability for each template
- Sell packages at your venue or let customers purchase online through your storefront
- Track usage with per-session and per-service counters that update automatically at checkout
- Redeem packages during checkout — the package covers the service cost (or applies credit toward the total)
- View sold packages with status tracking (Active, Exhausted, Expired, Voided)
- Get AI-powered pricing suggestions when creating a new package (PRO)
- Monitor package performance with dashboard analytics (PRO)
Note
The packages dashboard on web requires a PRO subscription (FREE venues see a preview with an upgrade prompt). The online storefront listing also requires PRO. However, package redemption at checkout works on all plans.
The three package types
| Type | UI label | What it includes | Best for |
|---|---|---|---|
| Service Bundle | "Service Bundle" | A fixed number of sessions of a single service (e.g. 10 × Haircut) | Regulars who visit for the same service repeatedly |
| Credit Bundle | "Credit Bundle" | A prepaid credit amount redeemable against any service or product (e.g. $500 credit) | Flexible customers who use different services each visit |
| Service Combo | "Service Combo" | A curated combination of different services at a bundled price (e.g. Bridal Package = Cut + Colour + Blowdry) | Special occasion packages or treatment programmes |
Creating a package template
Package templates define what you sell. Once created, a template can be sold to multiple customers.
On web
Go to Packages in the sidebar.
Click the Templates tab.
Click "+ Create Template".
Step 1 — Choose a type. Select one of three cards:
- Service Combo — "A curated combination of different services at a bundled price."
- Service Bundle — "A fixed number of sessions for a specific service, sold at a discounted rate."
- Credit Bundle — "A prepaid credit amount redeemable against any service or product."
Step 2 — Fill in the details.
| Field | Required | Notes |
|---|---|---|
| Name | Yes | Up to 100 characters (e.g. "10-Session Bundle") |
| Description | No | Up to 200 characters — what is included, any conditions |
| Service (Service Bundle only) | Yes | Select from your service menu. Locked after first sale. |
| Number of sessions (Service Bundle only) | Yes | Minimum 2. Locked after first sale. |
| Credit amount (Credit Bundle only) | Yes | Minimum $1.00. Locked after first sale. |
| Services in this combo (Service Combo only) | Yes | Add at least 2 services with quantities. Locked after first sale. |
| Selling price | Yes | Minimum $1.00 |
| Expiry | No | Toggle on to set a number of days from purchase (e.g. 365 days). Leave off for no expiry. |
| Available online | No | Toggle on to show this package on your storefront (default: on) |
- Click "Create Package".
On mobile
- Go to More → Packages.
- Tap "+ New" in the header (Owners only, or use Cmd+N on iPad).
- Select a package type from the three cards.
- Fill in the same fields as web.
- Tap "Create package".
AI pricing suggestion (PRO)
When creating a new template, an AI-powered pricing suggestion appears after you configure the service and session details. The suggestion card shows:
- A recommended selling price based on the full value of the included services
- The savings percentage for the customer (typically 10–20%)
- A brief rationale explaining the recommendation
Click "Accept — $XX.XX" to use the suggestion, or "Dismiss" to enter your own price.
The savings indicator below the price field confirms the discount: e.g. "Clients save $45 (15%) with this combo" or "Your clients save $50 per bundle ($8.50 per session)".
Tip
A 10–15% discount is the sweet spot — enough to feel worthwhile for the customer, while still protecting your margins. The AI suggestion factors in your service prices and typical industry discounts.
Editing a template
- Go to Packages → Templates tab.
- Click "Edit" on the template row.
- Update the fields you want to change.
- Click "Save Changes".
After a template has been sold to at least one customer, the type, service, number of sessions, credit amount, and selling price fields are locked and cannot be changed. You can still update the name, description, expiry, and online availability.
Disabling a template
To stop selling a template without deleting it:
- Click "Disable" on the template row.
- The template is marked as Inactive and hidden from the storefront.
Disabling does not affect existing sold packages — customers can still redeem their active packages. Only new sales are prevented.
Selling a package
At your venue (manual assignment)
Packages can be sold during checkout by adding them to the order, or assigned directly from the packages dashboard.
Online (storefront)
Customers can purchase packages from your public storefront if the template has Available online enabled and your venue has Stripe Connect configured.
- The customer visits your storefront and selects a package.
- They enter their name, email, and phone number.
- They complete payment via the Stripe payment form.
- The package is activated automatically and linked to their account.
Online storefront package listings require a PRO subscription. FREE venues return no packages on the storefront.
Viewing sold packages
On web
- Go to Packages in the sidebar.
- The Sold Packages tab (default) shows all packages sold to customers.
Dashboard stats (PRO) appear at the top when data is available:
| Metric | What it shows |
|---|---|
| Active packages | Count of currently active packages |
| Revenue this month | Total revenue from packages sold this calendar month |
| Uses this month | Number of times packages were redeemed this month |
| Expiring in 7 days | Count of active packages expiring soon (click to filter) |
Filter tabs let you narrow the view: All, Active, Expiring Soon, Exhausted, Expired.
Each sold package row shows the client name, package name, progress (usage tracker), expiry date, and status badge. The progress display varies by type:
- Service Bundle: Progress bar with "X of Y uses"
- Credit Bundle: Progress bar with "$X remaining"
- Service Combo: List of services with individual usage counts (checkmark when complete, dash when incomplete)
Expiry dates are colour-coded: red if expired or expiring within 7 days, amber if expiring within 30 days.
On mobile
The same tabs and filters are available. On iPad, the screen uses a master-detail layout with the package list on the left and details on the right.
Redeeming a package at checkout
When a customer with an active package checks out, their applicable packages appear automatically in the Packages section of the checkout screen.
How it works
- During checkout, the Packages section shows all active, non-expired packages for the customer.
- Each package card displays:
- The package name and type badge (Combo, Bundle, or Credit)
- Remaining uses or credit balance
- An expiry warning if the package expires within 14 days
- Tap or click a package to apply it.
- For Service Combos with multiple matching services in the order, a picker asks: "Which service are you redeeming?"
- The applied package shows a green "Applied" badge.
What each type covers
| Type | What happens at checkout |
|---|---|
| Service Bundle | One session is deducted. The service price is covered in full — the customer pays nothing for that service. |
| Credit Bundle | The credit amount is deducted from the order total. If the credit is less than the total, the customer pays the remainder. A notice shows: "Covers $XX of $YY". |
| Service Combo | One use of the specific service is deducted. The service price is covered in full. Each service in the combo is tracked independently. |
Only one package can be applied per order. To switch to a different package, select the new one — the previous package is automatically reversed.
To remove a package, click the X button on the applied package card.
Package statuses
| Status | Badge label | Meaning |
|---|---|---|
| Active | "Active" (green) | Package has remaining uses or credit and has not expired |
| Exhausted | "Exhausted" (grey) | All sessions or credit have been used |
| Expired | "Expired" (amber) | Package passed its expiry date without being fully used |
| Cancelled | "Voided" (red) | Package was manually voided by an Owner or Manager |
Packages automatically transition from Active to Expired when their expiry date passes (checked daily). Packages transition from Active to Exhausted when all sessions or credit have been redeemed.
Viewing redemption history
- Click "History" on a sold package row (web) or tap "History" (mobile).
- The Redemption history sheet shows every time the package was used:
| Column | What it shows |
|---|---|
| Date | When the redemption occurred |
| Staff | Which team member processed it |
| Used | Sessions used (e.g. "1 use") or credit redeemed (e.g. "$50.00") |
Voiding a package
Only Owners and Managers can void a sold package. Voiding is permanent and cannot be undone.
- Find the package in the Sold Packages tab.
- Click "Void" on the package row.
- A confirmation dialog warns: "The client will no longer be able to use this package. This action cannot be undone."
- Click "Void Package" to confirm.
The package status changes to "Voided" and the customer can no longer redeem it.
Warning
Voiding a package is irreversible. Any remaining sessions or credit are forfeited. Consider whether a partial refund or credit is appropriate before voiding.
Package expiry
Expiry is optional. When set on a template, every package sold from that template receives an expiry date calculated as: purchase date + expiry days.
- Packages with no expiry never expire — they remain active until all sessions or credit are used (or until voided).
- Expired packages cannot be redeemed.
- The "Expiring in 7 days" stat on the dashboard helps you proactively reach out to customers before their packages expire.
When a booking or order that used a package is cancelled, the redemption is automatically reversed — the session or credit is restored to the package, and the package status returns to Active (even if it was previously Exhausted).
Role access
| Action | Owner | Manager | Stylist |
|---|---|---|---|
| View packages dashboard | Yes | Yes | Yes |
| Create package templates | Yes | Yes | No |
| Edit package templates | Yes | Yes | No |
| Disable package templates | Yes | Yes | No |
| View sold packages | Yes | Yes | Yes |
| Redeem a package at checkout | Yes | Yes | Yes |
| View redemption history | Yes | Yes | Yes |
| Void a sold package | Yes | Yes | No |
| View analytics (PRO) | Yes | Yes | No |
Platform differences
| Feature | Web | Mobile |
|---|---|---|
| Navigation | Sidebar → Packages (under Catalogue) | More → Packages |
| Templates view | Table with columns | Card grid (1–3 columns) |
| Sold packages view | Table with progress bars | Card grid |
| Create template | Side sheet (2-step: type → details) | Full-screen page (2-step) |
| Edit template | Side sheet | Drawer (bottom sheet) |
| AI pricing suggestion | Auto-loads after config | Card with manual trigger |
| Combo service picker | Dropdown with item cards | Service picker modal |
| Redemption history | Side sheet with table | Bottom sheet |
| Search | Search by client, email, or package (Cmd+K) | Text input with search icon |
| Stats display | Stat cards above list (PRO) | Stats row above list (PRO) |
| Create button access | "+ Create Template" in Templates tab | "+ New" header button (Owners only) |
| Tier gating | UpgradeGate overlay on entire page (FREE) | Stats hidden for FREE, feature accessible |
| iPad master-detail | Not applicable | Side panel detail view |
Troubleshooting
| Issue | Solution |
|---|---|
| No packages showing at checkout for a customer | The customer must have at least one Active package with remaining uses or credit. Check that the package has not expired and matches the service being checked out (Service Bundles only apply to their specific service; Service Combos only apply to services included in the combo). |
| "Expiring in 7 days" badge showing but I cannot find the packages | Click the "Expiring in 7 days" stat card on the dashboard — it automatically filters the sold packages list to show only those expiring soon. |
| Cannot create a package template | Only Owners and Managers can create templates. If you are a Stylist, ask a Manager or Owner to create the template. |
| Cannot edit the service or session count on an existing template | Once a template has been sold to at least one customer, the type, service, session count, credit amount, and selling price are locked. This prevents changing the terms of packages that customers have already purchased. You can still update the name, description, expiry, and online availability. |
| Package shows "Exhausted" but the customer thinks they have sessions left | Check the redemption history for the package — it shows every use with date, staff member, and amount. If a redemption was recorded in error, voiding the related order may reverse the redemption automatically. |
| Customer purchased a package online but it does not appear | The package is created when the Stripe payment succeeds. If the payment is processing, the package may not appear immediately. Ask the customer to check their email for a payment confirmation. If the payment succeeded but the package is missing, check the Sold Packages list filtered by the customer's email. |
| Package expired before the customer could use all sessions | Expired packages cannot be redeemed. Consider issuing a new package manually or offering a credit. To prevent this in future, set a longer expiry period on the template or leave expiry off entirely. |
| Packages page shows an upgrade prompt | The packages dashboard on web requires a PRO subscription. FREE venues see a preview with an upgrade prompt. Package redemption at checkout still works on all plans. |
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Last updated: March 2026