Packages let you sell a bundle of services or products at a set price. Unlike memberships (which bill on a recurring schedule), packages are a one-time purchase that patients redeem over time.
Packages let you group multiple services and products into a single purchasable bundle at a set price. Unlike memberships, packages are a one-time purchase — patients buy the package and redeem the included items over time until all quantities are used.
Create a Package
Enter Details
Fill in the following fields:
- Name: A descriptive name for the package (e.g., “Facial Rejuvenation Bundle”, “New Patient Starter Pack”). Required.
- Description: An optional summary of what the package includes, shown to patients. Use the AI generator to draft this automatically.
- Internal Notes: Private notes visible only to staff (e.g., “Offer this to new patients during consultation”).
- Category: Select an existing category or create a new one to group similar packages together. Use the AI generator to suggest a category based on the package name.
- Price: The total price for the package. Can be $0 for complimentary packages.
Add Package Items
Click Add Item to include services or products in the package. For each item:
- Item: Search and select a service or product from your catalog.
- Quantity: How many of that item the patient receives (minimum 1).
- Item Price: The price allocated to this item within the package. This can differ from the item’s standard catalog price.
Edit a Package
From the packages list, click the actions menu (gear icon) on any package and select Edit and view details. The same editor opens with all fields pre-filled. Modify any fields and click Update Package to save changes.Quick-Edit Category and Price
You can edit a package’s category and price directly from the table without opening the full editor:- Category: Click the category cell in the table row. A dropdown appears where you can select a different category or remove the category entirely.
- Price: Click the price cell in the table row. An inline editor appears where you can type a new price and press Enter to save.
Delete a Package
Click the actions menu on any package and select Delete. A confirmation prompt appears explaining that:- Patients who already purchased this package keep their access to it.
- No new patients will be able to purchase the package.
Track Package Usage
Click the active patients count on any package row to open the package usage page. This page shows every patient who has purchased the package, their usage status, and detailed redemption history.Usage Overview
The top of the page displays the package details including name, description, internal notes, price, creation date, and the full list of included items with their quantities and prices.Patient Usage Table
The table shows each patient who purchased the package with the following information:- Patient: Name, phone number, and email.
- Status: Active, Used (fully redeemed), or Cancelled.
- Item Usage: Visual progress bars showing how many of each included item the patient has redeemed vs. the total available.
- Activity: Purchase date and most recent redemption date.
- Price Paid: The amount charged, including any discounts applied at purchase.
Usage Timeline
Click the expand arrow next to any patient to reveal a detailed timeline of every redemption event, showing which items were used and when.Cancel or Reactivate a Sold Package
From the actions menu on any patient row:- Cancel Package: (Active packages) Deactivates the package. Requires a cancellation reason. The patient can no longer redeem remaining items.
- Reactivate Package: (Cancelled packages) Restores the package so the patient can resume redeeming items.
Filter and Sort Packages
Filters
Use the filter bar above the table to search by:- Package Name: Text search on the package name.
- Category: Multi-select filter for specific categories.
- Price Range: Filter by minimum and/or maximum price.
- Item Name: Search for packages that contain a specific service or product.
Grouping
If any packages have categories assigned, the table automatically groups them by category. Use the Group By dropdown to toggle grouping on or off.Sorting
Click any column header to sort by that field. Click again to reverse the sort direction. Sortable columns include Package Name, Category, Price, and Active Patients.Advanced Configuration
Package Pricing Strategy
Package Pricing Strategy
The package price does not need to equal the sum of individual item prices. Set the package price lower to offer a bundled discount, or set individual item prices within the package to $0 to include them as complimentary add-ons while keeping the overall package at a specific price point.
Selling Packages to Patients
Selling Packages to Patients
Packages are sold through the billing/checkout flow. When adding items to a patient’s cart or charge, search for the package by name. The entire package is added as a single line item at the configured package price.
Category Management
Category Management
Categories are shared across services, products, and packages. Creating a new category from the package editor makes it available everywhere. Use categories to organize packages by treatment area (e.g., “Facials”, “Body Contouring”) or by patient type (e.g., “New Patient”, “VIP”).
Permissions
Permissions
- Inventory Read — Required to view the Packages page, package details, and usage tracking.
- Inventory Write — Required to create, edit, and delete packages, and to cancel or reactivate sold packages.
- Billing Payments Process — Required to sell packages to patients during checkout.
AI-Assisted Descriptions and Categories
AI-Assisted Descriptions and Categories
When creating or editing a package, the description and category fields offer AI generation. Enter a package name first, then click the AI button to automatically generate a professional description or suggest an appropriate category based on your existing category list.