Creating package templates
Step-by-step guide to creating reusable package templates
Creating Package Templates
Package templates are reusable blueprints that you can issue to any customer.
Accessing Package Templates
- Go to Packages in the main menu
- You'll see the templates grid view
- Click Add Package to create a new template
Template Details
Package Name
Enter a clear, descriptive name:
- "10x Haircut Package"
- "VIP Spa Bundle"
- "Monthly Nail Care"
Description
Optional description explaining the package benefits.
Adding Services
Service Picker
- Click Add service...
- Select a service from the dropdown
- Service appears with quantity controls
Quantity Controls
Use the +/- buttons to set how many of each service:
- Example: 10x Haircut, 5x Blowdry
Unit Price
Each service shows its unit price. The total is calculated automatically.
Discount Settings
Discount Type
Choose between:
- Percentage - e.g., 15% off total
- Fixed Amount - e.g., 5000 Ft off
- Final Price - Set the exact discounted price directly
Discount Value
Enter the discount amount, percentage, or final price depending on the type selected.
Price Display
The modal shows:
- Original Price - Full price without discount
- Final Price - Price after discount
Validity Settings
Validity Type
Choose when the package expires:
- No Expiry - Never expires
- Days - e.g., 30 days from purchase
- Weeks - e.g., 4 weeks from purchase
- Months - e.g., 12 months from purchase
- Years - e.g., 1 year from purchase
- Specific Date - Fixed expiry date
Expiry Reminder
Toggle to send customers a reminder before expiry.
Additional Options
Available for Online Booking
Toggle to allow customers to book using this package online.
Active Status
Toggle to show/hide the template from the selection list.
Saving the Template
- Fill in required fields (name, at least one service)
- Review the price summary
- Click Save
- Template appears in your grid
Use case scenarios
Scenario 1: Repeat-buyer template
Salon's regular package: "5x cuts at 12% off" sells dozens of times a year. Save as template, sell quickly to anyone interested.
Scenario 2: Seasonal package template
Holiday "Glow up package" template: Cut + Color + Treatment, 15% off. Activated November-January, archived rest of year.
Scenario 3: Tiered loyalty packages
Three templates for different commitment levels: 3-pack, 5-pack, 10-pack. Bigger packs have bigger discounts. Customer chooses her level.
Scenario 4: Multi-service spa template
"Spa day" template combines facial + massage + manicure at a bundle price. Sold to gift-givers as a "special day" offering.
Tips
- Name templates intuitively: "5x cuts package" beats "Template A".
- Update prices when underlying services change: don't let templates lag behind the catalog.
- Limit active templates: 3-7 is the sweet spot. Too many and customers can't choose.
- Test from the customer view: open booking site, see how the template appears.