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
- Create a new appointment or click on a time slot
- Select the customer
- View their Available Packages in the left panel
- Click Use on the service you want to book
- The service is added with 0 price
What Happens Automatically
When you save the appointment:
- Package session is automatically redeemed
remainingQuantitydecreases by 1- A
PackageRedemptionrecord 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
- Customer selected → Packages panel appears
- Click "Use" → Service added with purple badge
- Save → Redemption created automatically
- Calendar → Purple icon shows package booking
- 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.