Booking an appointment from a package

Book appointments directly from customer packages with automatic session tracking

Booking Appointments from Packages

When a customer has an active package, you can book appointments directly from the package, automatically tracking session usage.

Book Now Button

Accessing from Customer Profile

  1. Go to customer's Packages tab
  2. Find an active package with remaining sessions
  3. Click the Book Now button on the package card
  4. The booking modal opens with the customer pre-selected

Accessing from Booking Modal

  1. Open the booking modal and select a customer
  2. The left panel shows Available Packages
  3. Click Use next to any service in the package
  4. The service is added with 0 price and a purple "Package" badge

Visual Indicators

Purple Package Badge

When you add a service from a package, it displays:

  • Purple "Package" badge next to the service name
  • 0 price (since it's pre-paid via package)
  • Session count showing which session this is (e.g., "5/10")

Calendar Package Indicator

Appointments booked from packages show a purple box icon on the calendar card, making it easy to identify package bookings at a glance.

Automatic Redemption

On Save

When you save an appointment with a package service:

  1. The appointment is created normally
  2. A PackageRedemption record is automatically created
  3. The package's remaining quantity is decremented
  4. Full audit trail links the redemption to the appointment

No Manual Step Required

Unlike manual redemption, you don't need to separately mark the service as used - it happens automatically when the appointment is saved.

Cancellation Handling

Staff Cancellation Restores Session

When staff cancels a package appointment:

  1. The appointment status changes to "Cancelled"
  2. The PackageRedemption is automatically deleted
  3. The package's remaining quantity is restored
  4. If the package was "Fully Used", it returns to "Active"

Customer No-Show

If the customer doesn't show up:

  • The session is not automatically restored
  • This counts as a used session
  • Managers can manually adjust if needed

Checkout Integration

Zero Price Display

At checkout, package services show:

  • Service name with 0 amount
  • Note: "Package redemption"
  • No payment required for the package portion

Mixed Appointments

If an appointment has both package services and regular services:

  • Package services show 0 price
  • Regular services show normal pricing
  • Only regular services require payment

Package Details Panel

Viewing on Packages Page

Click any package card on the Packages page to open a detailed slide panel showing:

  • Package status and payment status
  • Expiry date with color-coded warnings:
    • Amber - Expiring within 30 days
    • Red - Already expired
  • All services with remaining/total counts
  • Full redemption history with dates
  • Associated appointments

Tips

  1. Check Remaining Sessions - Always verify sessions are available before booking
  2. Watch Expiry Dates - Book sessions before packages expire
  3. Use for Regular Clients - Packages encourage repeat visits
  4. Track Usage - View redemption history for audit purposes
#book#appointment#package#redemption#calendar
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