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
- Go to customer's Packages tab
- Find an active package with remaining sessions
- Click the Book Now button on the package card
- The booking modal opens with the customer pre-selected
Accessing from Booking Modal
- Open the booking modal and select a customer
- The left panel shows Available Packages
- Click Use next to any service in the package
- 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:
- The appointment is created normally
- A PackageRedemption record is automatically created
- The package's remaining quantity is decremented
- 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:
- The appointment status changes to "Cancelled"
- The PackageRedemption is automatically deleted
- The package's remaining quantity is restored
- 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
- Check Remaining Sessions - Always verify sessions are available before booking
- Watch Expiry Dates - Book sessions before packages expire
- Use for Regular Clients - Packages encourage repeat visits
- Track Usage - View redemption history for audit purposes