Creating and Editing a Package

This article describes how to sell "Packages" on your website. A package is a bundle of credits that can be used to register for classes, appointments, event series and workshops. For example, you can create a "10 Pack" and sell it for $150 and it can be used for all your offerings or a select group of offerings. Keep reading to learn how to create and manage your packages and how your clients or students purchase and use them to register.

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

Creating a Package

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.

Once you press the Create Package button, a pop-up displays. Fill out the Create a Package form to configure your package. If you would like this package to be valid for all your offerings, choose "All Offerings". If you would like the package to be used only for your online store, choose No Offerings. If you would like the package to be valid for all your offerings except for a few select offerings, choose All Offerings Except and select the offerings that the package should not be valid for. If you would like to choose specific offerings to be valid with this package, you can choose them by selecting Choose Offerings.

Packages can be either unlimited or contain a limited number of credits. Check the "Unlimited credits" checkbox to make the package unlimited, or enter the number of credits for the package.

You can optionally add an expiration date to your package. Just select the "Package Expires" checkbox and then select the time duration for the package. You can select any number of weeks, months or years. The expiration clock starts when your client purchases the package. For example, say you entered a one-month expiration, then your client has one month from the time of purchase to use the package. Your client will receive a notification email 24 hours before the package expires if they still have credits left on their package. This is optional and if you don't select the expiration checkbox, packages do not expire.

If you do provide an expiration date, the package will need to be used before it expires. Additionally, the package can also not be used to book classes or appointments beyond the expiration date.

Once you have set up your package and selected the payment information, press "Create Package". This will save your package. You can always go back and edit it by hitting the edit pencil in the packages table.

Adding Your Packages Page

Once you have at least one package created, your public-facing site will have a new page called "Packages". This page will host all your packages and memberships. You will need to publish this page so that it is visible to all your website visitors. You can publish the page and also edit the title and the order in which it appears on your public site by visiting the "Pages" page under "Edit Website". To learn more about editing pages and re-ordering them, watch this tutorial video.

Editing a Package

To edit a package you already created, go to the "Packages" page under "Payments. Press the "Edit" icon in the corresponding row of the package you want to edit.

Once your press the "edit" icon, you should be taken to the "Edit Package" page where you can edit your package. The fields are the same as they were for the "Create a Package" page. Press the "Save" button at the bottom when you are finished editing your package.

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.

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