Booking from customer packages

How to book appointments using customer package sessions

Booking from Customer Packages

When booking for a customer with active packages, you can use their pre-paid sessions directly from the calendar.

Identifying Package Bookings

Calendar Card Indicators

Appointments booked from packages display:

  • Purple box icon - Indicates this is a package booking
  • The icon appears alongside other status indicators

Appointment Details

When you click on a package appointment:

  • Service shows with 0 price
  • Purple "Package" badge next to service name
  • Session counter (e.g., "5/10 sessions")

Booking Process

From Booking Modal

  1. Create a new appointment or click on a time slot
  2. Select the customer
  3. View their Available Packages in the left panel
  4. Click Use on the service you want to book
  5. The service is added with 0 price

What Happens Automatically

When you save the appointment:

  • Package session is automatically redeemed
  • remainingQuantity decreases by 1
  • A PackageRedemption record is created
  • The redemption links to this specific appointment

Cancellation Handling

Staff Cancellation

If you cancel a package appointment:

  • The appointment is marked as cancelled
  • The package session is automatically restored
  • Customer can use that session for another booking

No-Show

If the customer doesn't show up:

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

Visual Workflow

  1. Customer selected → Packages panel appears
  2. Click "Use" → Service added with purple badge
  3. Save → Redemption created automatically
  4. Calendar → Purple icon shows package booking
  5. Cancel → Session restored to package

Use case scenarios

Scenario 1: Regular customer with a 5x package

A customer bought a "5x manicure" package three months ago. She comes in today for her third visit. Reception opens the booking, picks the customer, sees "Manicure (3/5 used)" in the customer panel. Click Use, the service is attached at 0 Ft. Save. The package counter ticks to 4/5.

Scenario 2: Multiple active packages

A spa customer has three active packages: 5x facial, 3x massage, 2x mani-pedi. The booking modal shows all three on the customer panel. Reception clicks "Use" on the relevant one for today's service.

Scenario 3: Cancelled package booking

A package appointment is cancelled. The system restores the session: the package counter goes from 3/5 to 2/5. Customer can rebook later.

Scenario 4: No-show on package booking

Customer doesn't show. The session counts as used (it's a no-show, not a cancel). The package counter stays at 3/5. If the customer disputes ("I never used my session!"), the activity log shows the no-show.

Scenario 5: Manager override

A package session was incorrectly marked as used after a system error. The manager goes to the Packages page, finds the customer's package, manually adjusts the count back. The activity log records the adjustment.

Tips

  • Check expiry dates before booking: a package expiring next week needs to be used now or never. The customer panel shows expiry next to the count.
  • Show the customer their balance: "you have 2 manicures left in your package" creates loyalty. They feel they're getting their money's worth.
  • 0 Ft on receipts can confuse: clearly label package-derived services on the bill ("Manicure, redeemed from 5x package, 3 of 5 used").
  • Don't manually delete package bookings: cancel them instead. The session-restoration logic only fires on cancellation.
  • Track redemptions in reports: the Packages page shows "this is how many sessions are still owed". Affects salon liability.
#packages#booking#sessions#redemption
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