Packages allow you to offer clients pre-paid bundles of one or more appointments, which they can schedule at a later time. For instance, you could sell a package of five appointments at a discounted rate.
How to Set Up Packages
Enable Packages:
Go to the Features & Integration section and turn on the "Packages" feature.
Once enabled, a new form will appear in the Forms section. You can share this form with clients so they can purchase packages.
Create and Manage Packages:
In the Packages section of your main navigation, you can set up and manage the different packages you want to offer clients.
Packages can be redeemable for a total number of appointments (ex., 5 appointments), total amount of time (ex., 90 minutes), total dollar amount (ex., $200), or a specific number of appointments of each type
Select the Event Types this package can be redeemed for.
When choosing a total amount of time, dollar amount, or number of appointments clients can min-and-match bookings of any of the eligible event types up to the total
The "Clients" tab will show all of the packages that have been purchased. You can edit a package to view how much of it was redeemed and override the expiration or balance
How Clients Purchase and Use Packages
Purchasing Packages:
Clients can purchase packages by completing any form that includes the "Packages" question.
Booking Appointments with Packages:
Clients don’t need any redemption codes. The package will be automatically applied to eligible bookings when clients use the same email address and name as when they purchased the package.
Checking Package Balance:
Clients can see their remaining appointments on the confirmation page after booking.
If your form includes a "Client Login" question, clients can log in to view their balance at any time.
Adding Packages for Clients Manually (For Admins)
If you collect payment outside of Breely or want to manually assign a package to a client:
Go to the Packages section and select the Clients tab.
Click "Add Package to Client."
Choose the package type and select the client for assignment.
Automations for Packages/Subscriptions
There are several automations that can be set up for packages and subscriptions.
After purchase - this is set up in the Form automations. Edit a form, then go to the Automations tab, and add a new automation after Form Submission
After redemption - trigger an automation after the package/subscription is redeemed for an appointment. This is useful if you wanted to notify clients or admins when the package balance is getting low.
After expiration - this is triggered after a package expired and it is no longer usable
Before renewal/expiration - use this to reminder clients that their package is about to expire or for subscription that there is a renewal coming up