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Prerequisites: You should have Services and/or Products created before setting up packages, since packages bundle existing catalog items together.
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.

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Create a Package

1

Navigate to Packages

Go to Settings and select Packages.
2

Add Package

Click the Add Package button in the top right corner. The package editor opens.
3

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.
  • 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.
  • Price: The total price for the package. Can be $0 for complimentary packages.
  • Show in Checkout: Controls whether this package appears in the checkout product search. Enabled by default. Turn this off if you want to keep the package in your catalog but not offer it during checkout.
  • Custom pricing: Check Allow custom price at checkout to let staff change the package price when adding it to a cart or charge.
4

Add Discount Templates

A package’s contents are defined by the discounts it grants the patient when purchased. Each discount can target one specific item, a category, an item type, or all items. Add another discount row for each additional specific item target. In the Discount Templates section, click Add Discount to open the discount drawer. For each discount:
  • Applies To: Choose what the discount targets:
    • Specific Item — Search and select a single service, product, or package from your catalog.
    • Category — Pick an existing category, or choose Custom Category… and enter a name.
    • Item Type — Apply to all items of a given type (e.g., all services or all products).
    • All Items — Apply to every item, service, and product.
  • Discount Value: Enter either a fixed Discount Amount ($) or a Discount Percentage (%) — not both. Use 100% (or a fixed amount equal to the item price) to include an item as fully covered by the package.
  • Quantity: Required for packages. The number of times the patient can use this discount. For example, set quantity to 6 to include six covered facials.
  • This is a prepayment: When checked, commissions are calculated on the full item price rather than the discounted price. This is auto-checked for fixed-quantity discounts targeting a specific item or category at 100% off (or a matching fixed amount), and unchecked for partial-percentage or unlimited-use discounts.
Click Create Discount to add it. Repeat to add more discounts.
5

Set an Expiration (Optional)

By default, a package never expires — a patient can redeem its included items at any time. Use the Expiration section to put a time limit on each sold copy:
  • Days until expiration: How long the patient has to use the package, in days. Leave blank for no expiration.
  • Start the clock: Choose when the countdown begins.
    • At purchase — the clock starts the day the patient buys the package. Best for time-bound offers (“use within 90 days of purchase”).
    • At first redemption — the clock starts the first time the patient uses one of the included items. Best for “150 days from your first treatment” style packages, so a patient who delays starting doesn’t lose days they paid for.
Expiration applies only to packages sold after you change the setting. Packages a patient has already purchased keep whatever expiration was in effect when they bought it.
6

Save

Click Save Package. The package is immediately available for sale.

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Edit a Package

Each row in the packages list shows the package’s contents underneath its name — the included items and how many of each (for example “3× Botox Treatment”, “1× Signature Facial”). A package with no discounts set shows No discounts. The same contents appear in the global search (⌘K) when a package matches your search. 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 Save Package to save changes.
Discount changes apply to active purchases. When you update a package’s discounts, the changes automatically take effect for all patients with an active purchase of that package:
  • Changed discounts (e.g., new amount or percentage) update each patient’s discount while preserving their remaining usage when possible. If you reduce a quantity limit, remaining usage is capped at the new limit.
  • Removed discounts are no longer available to patients who purchased the package.
  • New discounts are issued to all patients with an active purchase immediately.
Discounts that haven’t changed are not affected.

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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.

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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.
This action cannot be undone.

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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.

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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.

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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. If the package has an expiration date and that date has passed, the remaining items are no longer redeemable — the patient sees the package as expired in checkout.
  • 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.

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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.

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Adjust a Patient’s Remaining Discount

If a patient’s remaining count for a package-issued discount needs a correction — for example, honoring a redemption made outside Decoda or refunding a botched treatment — click the pencil next to the discount’s remaining count in the Usage Timeline. Set the new quantity remaining, optionally update the comment, and save. Every change is recorded with who made it, when, the old and new remaining counts, and the note — so you can trace an adjustment back later. The pencil only shows on active packages; adjustments to cancelled packages happen through reactivation.

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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.

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Filter and Sort Packages

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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.
  • Location: Filter packages by location.

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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.

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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.

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Sell Packages Online

When the Shop module is enabled, patients can browse and buy available packages from your clinic’s online shop. The shop shows the package price and the fully covered services or products included with the purchase. After payment, the package is added to the patient’s account for future redemption. Manage which packages patients can buy under Settings → Brand → Shop. Use Hide to remove a package from the online shop without removing it from staff checkout or affecting packages patients already purchased. Hidden packages remain available in the hidden-items list so you can add them back later. If a package has location-based taxes, the patient must choose a pickup location before paying. Decoda calculates the package tax for that location. Online package purchases accept card payments; ACH is not offered for this purchase type. Your clinic’s general shop and package links may also appear in patient scheduling and assistant messages when the Shop module is enabled and at least one package is available online.

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Tax Exemptions

By default, packages are taxed according to each tax rule’s scope. When editing a package, the Tax Exemptions section lists all taxes that could apply to packages (those scoped to All items, Packages only, or Specific categories). Check a tax to exempt this package from it. Taxes are grouped by location. Manage tax rules under Payment Management.

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Advanced Configuration

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.
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.
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”).
  • View Inventory — Required to view the Packages page, package details, and usage tracking.
  • Manage Inventory — Required to create, edit, and delete packages, and to cancel or reactivate sold packages.
  • Process Payments — Required to sell packages to patients during checkout.
Admin users have full access to all package features by default.