22.5. Packages

Packages are the next logical progression after services and products. Packages allow you to do two primary things.

1) Package Several Items. For example, for a feral cat package, you may want to include the surgery itself, vaccines, FeLV/FIV test, flea treatment, and microchip. You can easily package seven items together.

2) Change the price for a collection of items. For example, if you have a dog package for all breeds except pit bulls, the price for that package may be $99 and include surgery as well as a rabies shot. And you can give a discount for any Pitbulls. So here, you could easily set up a package that changes the price and adds in a collection of services.

Rules about pricing in Packages

• If you leave the price empty it will take the one set in Services and Products.
• If one of the services is already added, when applying the package it will override the price with the one defined in the package.
• In case when there is custom price set for a volume client, the package price will be ignored.
  

!Note: Packages as a whole are not reported on. You can only obtain information about the services/products that make up the package as individual items through the Reports > Service Metrics.

Additionally, packages are often used to auto-add the weight requirement. If you want to create a package for a specific case, you will select ‘create package’.

Package Name Displays with Line Items
When a package is applied to an appointment, the title of the package will be viewable on the service list of the confirmed appointment. The package descriptor will not appear on receipts or invoices. It is only viewable when editing services.

*Note: Decide if you want this package to be output to your e-form and let people select it themselves. This could be a huge time saver if you allow your customers to select their packages online.

Offering Packages to Clients

Volume Clients add packages through the Portal.
In Settings > Packages use the toggle under the Portal column on the packages list.

Public Clients add packages through the E-appointment form.
Go to Settings > E-appointments.
Edit the E-appointment and ensure the setting “Enable selection of services and packages when booking an appointment” is selected.
Under the tab Packages, use the Add/Remove Package button to toggle packages on/off for that E-appointment type.

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