Managing your packages in OfferingTree allows you to customize credits, expiration terms, client access, and pricing to match your business model. Here is a guide to configuring each section in the Edit Package menu.
Creating a Package
There are two things you need to have set up before you can create a package.
- At least one Offering. If you haven't created an Offering yet you'll be asked to do that. For an overview on how to create Offerings and creating your schedule with OfferingTree please see this help guide.
- Connecting a payment processor (Stripe or Braintree). To read about how to get started accepting payments online with OfferingTree check out this help article
Once you can accept payments and have at least one Offering, you can create a package. To get started, visit the "Packages" page under the "Payments" section and press the "Create Package" button.
Package Credits
Define how many class or event redemptions this package includes.
Unlimited Credits (left): Check this box to allow clients endless bookings for the duration of the package.
Number of Credits (right): If unlimited is unchecked, set the exact total credits (e.g., 10) awarded upon purchase.
Package Expiration
Control how long clients have to use their credits before they lapse.
Package Expires: Set a specific timeframe (e.g., 2 weeks, 3 months) for the package to expire.
Set Expiration On First Use: Specify if the package expiry starts with the purchase or at first use.
Expiration Reminder Notifications: Manage automated email prompts sent to clients before their package expires. All plan holders can edit these reminder emails.
Registration Options
Determine how clients can apply their package during registration and checkout.
Upsell Option: This package will be shown at checkout when clients are registering for a session.
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Allow Family & Friends: Allow clients to register family members or guests using their credits. Available on certain plans.
Package vs. Guest Passes: Choose whether additional attendees consume standard package credits or dedicated guest passes, with options to limit guest passes exclusively to new clients.
Package Type
Categorize who owns and can use the package credits.
Single: Assigned to and usable by an individual client.
Adult Shared: Can be shared across adult account holders with one main account holder. Available on certain plans.
Child Package: Purchased by an adult for a registered child to use credits. Available on certain plans.
Other Package Settings
Configure approval waivers, intro offer reporting, included offerings, and limitations.
Require Waiver: Waivers can be added to packages to be read and accepted by clients.
Included Offerings: Limit package credits to specific offerings, categories, or allow them across all offerings.
Display Offerings: This setting will show or hide all eligible offerings listed within this package.
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Who Can Purchase:
Only one per customer: Then customers will only be able to purchase this package if they have not bought any other memberships or packages from you. Note that if they pay for single event registrations (drop-ins), book appointments with you or purchase your store items they will still be able to buy this. It's only if they already purchased another package or membership.
Only buy as their first package or membership: if they try to buy another one, they will receive an error message letting them know there is a "only one per customer" limit.
or No limitations: then there are no limitations on who can purchase your package as long as it's available for purchase.
Redirect to Custom Link: Post purchase clients can be redirected to another page.
Package Price
Set the financial terms for the package.
Pricing & Currency: Toggle between Fixed Price or Free, select your currency, and enter the total cost.
Payment Plan: There's payment plan options for packages available on certain plans.
Convenience Fee: Add convenience fee to your transactions.
Choose Discounts to Auto Apply as a Perk
Set up automatic perks for package holders. Available on certain plans.
Automatic Discounts: Add discounts that automatically attach to a client's account once this package is purchased, like $5 Off drop-in fees.
Quick Edits and Overviews of Packages
On the Packages tab, details of the package can be viewed in a quick glance:
- Title of the package
- Price: This will show the fixed price, not the pricing plan.
- Credits available in the pack or unlimited.
- Visibility: This toggle makes the package listed among all of your packages.
- For Sale: A package can be still visible, but not for sale for clients to purchase.
- For Sale on POS: This toggle lets staff members with access to POS to sell the package, even if it is not available for sale for customers.
Packages Sales Page
Once you have at least one package created, your public-facing site will have a new page called "Offering Packages".
This page will host all your packages and memberships.
You can publish and edit the title of this page so that it is visible to all your website visitors, or add package cards to other custom pages on your site. If you have a different website host, you can embed your packages to that site, too.
To learn more about editing pages and re-ordering them, watch this tutorial video. If you are embedding OfferingTree into another website, you can embed your memberships and packages as well. Embed Your Packages & Memberships Page on Another Site and Embed your Packages and Memberships on an Existing Site.
How Your Clients and Students Purchase and Use a Package
Check out this help article to see how clients can buy and use a package.
P.S. Join our Facebook group and connect with other OfferingTree users to share questions, offer ideas and insights, and support each other towards a more thriving wellness business.
Register to our monthly Skill Sparks to stay ahead of the curve! This is where we dive into all the new features and updates like these new package settings. It's the best way to ensure your wellness business is always taking full advantage of the latest tools.
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