Skip to main content

Packages

Manage product/service bundles sold at bundled prices. Create, edit, and delete packages, view usage statistics, and manage pricing.

View Packages

1

Navigate to Packages

Go to InventoryPackages
2

Browse package list

See name, category, price, and patient count
3

Group by category

Use the “Group by” dropdown for organized view

Create Package

1

Click Add Package

Button in top right corner
2

Enter details

Name, description, price, category, internal notes
3

Add items

Select products/services and set quantities
4

Save

Package available for purchase

Quick Edit

Inline Category Edit

Click on the category cell → select from dropdown → changes save immediately.

Inline Price Edit

Click on the price cell → enter new price → press Enter → changes save immediately.

View Usage

Click the patient count link (shows “X active”) to see patients who purchased the package.

Delete Package

1

Open menu

Click three dots on the package row
2

Select Delete

Confirm the action
Active patients keep access to deleted packages. No new purchases allowed.

Package Contents

Each package contains:
  • One or more items/services
  • Quantity per item
  • Total bundle price (not sum of individual items)

Table Columns

ColumnDescription
PackageName, description, internal notes
CategoryPackage category
PriceBundle price
PatientsActive and all-time count
ActionsMenu options

Troubleshooting

IssueSolution
Can’t deleteCheck if has active users
Category not showingAdd categories first
Price not updatingCheck valid number format