What is Package? How to create a Package?

TABLE OF CONTENTS

• What is a Package or Session Pack?
• Create Package
• Modifying Packages
• Disabling or Deleting Packages
• Related Help Documentations

What is a Package or Session Pack?

Package or session pack is a way you can sell multiple 1:1 or group sessions or mix and match your sessions for a set price. You can combine multiple sessions or services and sell them as a package to your customers. Its ideal for classes, meetings, and sessions. 

Here are some of the key benefits of using Session Packs:

1) Increased client engagement: By offering Session Packs, you are providing your clients with the convenience of booking multiple sessions with you in one go. This helps to lock in their commitment to working with you over a longer period of time.

2) Tracking of multiple bookings: Session Packs allow you to track which bookings were placed for an order, which can help you manage your schedule and workload more efficiently. You can easily view which sessions have been booked and by whom.

3) Rescheduling and cancellation options: With Session Packs, you have the ability to reschedule or cancel bookings as needed. This can help you accommodate changes to your schedule or your clients' schedules without causing any inconvenience.

4) Billing and tracking made easy: Session Packs make it easy to bill and track your bookings. You can view all your upcoming sessions and manage your payments with ease.

5) Automated reminders: Session Packs also come with automated reminder features of event types part of the package. Email and SMS reminders ensure that your clients don't forget about their upcoming sessions.

Overall, Session Packs is a great way to manage your bookings and increase client engagement. With its easy-to-use interface and powerful features, you can streamline your scheduling process and provide your clients with a seamless booking experience.

NOTE: This feature is only available to users on 'Team' subscription plan onwards. 

NOTE: This feature is available only on personal booking page and not on any team booking page at present

Create Package

To create a new package in your Leadmonk account, follow these steps:

• Go to the packages page in your Leadmonk account. This is typically found in the main navigation menu or dashboard.
• On the packages page, you will see a list of packages you have already created. To create a new package, locate the "+ Create" button and click on it.

In the package creation process, you will come across the following sections. Let's start with the "Package Info" section.

Package Info Section

• Package Name: Enter a title for your package. This title will be displayed on your booking page for users to see.
• Description/Instruction: Provide a detailed description of the package. This will give users more information about what the package includes or offers.
• Meeting types/sessions: To add services or meeting types to your package, click on the "Add Meeting Type" button highlighted in red. This will open a dropdown menu displaying your available 1:1 and Group sessions. Select the desired session type you want to add.
• Specify Session Quantity: After selecting a service or meeting type, specify the number of sessions you want to include in this package.
• Adding More Meeting Types: To add more 1:1 or Group meeting type sessions, click on "Add Meeting Type" again and repeat the process.
• Click the Save button to create the package. You can then proceed to update the remaining sections.

Invitee Preferences Section

In this section, you can customize preferences related to your invitees:

• Invitee Name Format: Choose the format for displaying the invitee's name. It can be either the full name or the combination of the first name and last name.
• Ordering Information: Select the information you require from clients when they order the package. You can choose between Name and Email address or Name, Email Address, and Mobile number.
• Adding Invitee Questions: If you want to collect additional details from clients at the time of ordering the package, you can add custom invitee questions.

Payment Preferences Section

This section allows you to configure payment-related preferences:

• Package Price: Set the price for the entire package.
• Payment Medium: Specify the payment medium you prefer, such as Stripe or PayPal, to collect payment from clients when they order the package.
• Payment Terms and Conditions: You can define any specific terms and conditions related to the payment for the package.
  

Ensure that you save your changes after completing each section.

Modifying Packages

You can modify a package at any time. However, please note the following considerations:

• If a package is modified (e.g., its title, description, or event types are updated, or session counts for an event type are modified), those changes do not affect already active package orders. The changes take effect only for newly placed orders.
• The Package Order details page displays the title, description, and event types/session details that were present when the package order was placed.

Disabling or Deleting Packages

• If a package is disabled or deleted, you cannot place an order for that package. The order booking page will not work, and you will see a message indicating the package is disabled or deleted.  
• However, if a package is disabled or deleted, you can still book sessions from the Package Order details page as long as the event types included in the package are active.
• When an event type included in a package is disabled, you cannot schedule an appointment for that event type on the Package Order details page.
  
• When an event type included in a package is deleted, you cannot schedule an appointment for that event type on the Package Order details page.

Other Help Pages

• How Package Order Booking works and How Session Booking Works
• Package Orders
• How to Resend Confirmation Email of an Order to the Customer
• How to Cancel a Package Order
• How to Delete a Package?