Custom packages, one-off bundles for one customer
When the standard templates don't fit, build a custom package on the fly for a specific customer
Custom packages, one-off bundles for one customer
Templates are great for repeating offers (5x cuts, 10x massages), but sometimes a customer needs a one-of-a-kind bundle. Maybe she wants a mix you've never sold as a template before, or a personalized package as a gesture. Custom packages let you create a unique bundle right on the customer's profile, without polluting your template list.
When to use a custom package vs a template
| Use a template | Use a custom package |
|---|---|
| You'll sell this same bundle to many customers | A specific customer needs a unique mix |
| Standardized offer (5x cuts, monthly maintenance) | One-time, personalized |
| Predictable services and quantities | Customer-driven combination |
| Marketing-friendly, has a name | "Anna's bundle for next 3 months" |
If you're going to sell the same package more than 3 times, save it as a template instead.
Creating a custom package
- Open the customer's profile.
- Click the Packages tab.
- Click Issue package.
- Choose Custom instead of "From template".
- Add services one by one with their quantities.
- Set:
- Total price (or per-service prices that sum up).
- Discount (percentage or final price override).
- Payment status (UNPAID, PARTIAL, PAID).
- Expiry date.
- Notes (anything internal you want to remember).
- Save.
The package immediately appears on the customer's profile, ready to be redeemed.
What's the same as a template package
- Each service tracks its own remaining quantity.
- Customers can redeem at the till or from a calendar booking.
- The package shows on the calendar appointment as a purple badge.
- Cancellation restores the redeemed session automatically.
What's different
- The package isn't saved to your template library, only this customer has it.
- You can't easily clone it to another customer (you'd have to manually re-create).
- Reports group it as "Custom" rather than under a named template.
Use case scenarios
Scenario 1: VIP custom mix
A long-time VIP customer says "I want 6 cuts, 4 colors, and 3 deep treatments over the next year". You build a custom package with exactly these quantities. She gets a tailored offer, you get pre-paid revenue.
Scenario 2: Apologetic gesture
A customer had a bad experience. You want to make it right with a goodwill gesture. You issue a custom package: 3 free services of her choice, expiry 6 months. Marked PAID with note "Goodwill, owner approval".
Scenario 3: Friend-of-staff discount
Stylist's mother comes in regularly. The salon offers a custom 10x package at 25% off (more generous than the public template). Issue it as custom, attach a note, done.
Scenario 4: Trial bundle for a high-value prospect
A potential corporate client wants to test if your spa works for her staff retreats. You issue a custom 5-person package at a corporate-rate discount. If they like it, you'll create a proper template for future corporate sales.
Tips
- Document the reason: always add a note explaining why this package is custom. Future-you and your team will thank you when reviewing reports.
- Set realistic expiry: don't give 12 months on every custom. Match the expiry to the customer's likely visit frequency.
- Track payment status: if they're paying installments, set PARTIAL with the paid amount. Don't mark PAID before the money arrives.
- Consider promoting to a template: if you find yourself making similar custom packages 3+ times, that's a signal it should become a template.
- Don't undermine your template prices: if your standard 5x cuts package is 12% off, don't routinely issue customs at 25% off to whoever asks. Keeps your template offering meaningful.