Packages
Packages let you sell bundles of treatment sessions at a single price — for example, a course of three HydraFacials, five laser hair removal sessions, or a ten-visit gym pass equivalent. A patient purchases the whole bundle in one transaction and receives the included number of sessions to use over time. This is different from booking and paying for treatments one at a time.
Where to find it: In the left-hand sidebar, click App Builder, then select the Packages tab.
How packages differ from individual treatments
| Treatments | Packages | |
|---|---|---|
| What is purchased | A single session or product | A bundle of sessions sold together |
| Sessions | One per purchase | Configurable — set the number when creating the package |
| Visibility toggle | Published / Unpublished | Active / Inactive |
| Appears in Preview tab | Yes | No |
| Where patients see it | Treatments section of the app | Packages section of the app |
Packages do not replace treatments — they sit alongside them. A clinic might have a treatment called "HydraFacial" for single-session bookings and a package called "HydraFacial Triple Pack" for the bundle.
What each field means
| Field | Required | Description |
|---|---|---|
| Image | No | A photo shown on the package card in the patient app. Uploaded by clicking the upload zone or dragging a file on to it. Uses the same upload format as treatment images. |
| Package Name | Yes | The name shown to patients on the package card and at checkout. Example: "HydraFacial Triple Pack". |
| Description | No | A short explanation of what is included — displayed beneath the name in the app. Useful for listing what sessions cover or setting expectations. |
| Price | Yes | The standard price charged to patients without an active membership. Must be 0.00 or above. |
| Member Price | No | The exact price charged to patients who hold an active membership. If you enter a value here, members pay that fixed amount and no further discount is applied on top. If you leave this blank, the membership discount percentage configured for your clinic is applied to the standard Price automatically. |
| Sessions Included | No | The number of sessions the patient receives when they purchase this package. Defaults to 1 if left blank. Must be a whole number of 1 or more. |
| Active | No | Controls whether the package is visible to patients in the app. When on, the package appears in the Packages section of the app. When off, the package is hidden from patients but remains in the CRM for future use. New packages are set to Active by default. |
Leave Member Price blank unless you want to offer a specific fixed price for members. If you leave it blank, members automatically receive their standard membership discount off the regular Price — you do not need to calculate or enter a separate amount.
Adding a package
- Open App Builder from the sidebar and click the Packages tab.
- Click Add Package in the top-right corner.
- Fill in the fields. Package Name and Price are required; all other fields are optional.
- Set the Active toggle to on if you want the package visible to patients immediately, or leave it off to save it as a draft.
- Click Create.
The new package appears in the grid immediately. If the Active toggle was on, patients can see it in the app straight away.
Editing a package
You can open the edit panel in two ways:
- Click anywhere on the package card.
- Hover over the card and click the ⋯ (more options) icon that appears in the top-right corner, then click Edit.
Make your changes in the panel and click Update to save. Click Cancel to discard any unsaved changes.
Activating and deactivating a package
To quickly toggle visibility without opening the full edit panel:
- Hover over the package card and click the ⋯ icon.
- Click Deactivate (if the package is currently active) or Activate (if it is currently inactive).
The badge on the card updates immediately to reflect the new state.
You can also change the Active toggle from within the edit panel and click Update.
Use Inactive instead of deleting when you want to temporarily hide a package — for example, during a period when you cannot accommodate a high volume of package redemptions. The package remains in your CRM and can be reactivated at any time.
Removing a package
Only clinic owners can delete packages. Managers can edit and activate or deactivate packages, but the Delete option in the menu is restricted to the Owner role.
- Hover over the package card and click the ⋯ icon.
- Click Delete.
- A confirmation dialogue appears: "Are you sure you want to delete '[package name]'? This action cannot be undone."
- Click Delete to confirm, or Cancel to go back.
Deleting a package is permanent and cannot be undone. If you think you might want to offer this package again in the future, deactivate it instead of deleting it.
How Active and Inactive works
The Active toggle is the only visibility control for packages. Unlike treatments, there is no separate Publish step.
| Status | Badge colour | Visible to patients in app | Visible in CRM |
|---|---|---|---|
| Active | Blue | Yes | Yes |
| Inactive | Grey | No | Yes |
Switching a package to Inactive does not affect any purchases that have already been made — patients who bought the package before it was deactivated retain their sessions.
How patients purchase packages
Active packages appear in a dedicated Packages section within the patient app, separate from the treatment catalogue. Only packages with the Active toggle switched on are shown.
When a patient selects a package they can see:
- The package name and description
- The image (if one has been uploaded)
- The number of sessions included
- The price (or the member price if they hold an active membership)
The patient adds the package to their cart and completes the purchase through the standard app checkout flow. After a successful purchase, the included sessions are credited to their account ready to be used at appointments.
If a patient is a member and you have not set a Member Price, they will automatically receive their membership discount applied to the standard price at checkout. You do not need to set a Member Price for member discounts to work.
The Preview tab and packages
Packages do not appear in the App Builder Preview tab. The Preview tab shows a simulated phone screen of your published treatments, memberships, and offers only. To see how packages look to patients in practice, use the Test button on the QR Generator page to open a live version of the app connected to your clinic.
Searching for a package
The Packages tab has a search bar at the top-left. Type any part of a package name to filter the list. The search is instant and clears when you empty the field.
Common mistakes
Leaving the Member Price blank when you intend to charge members a specific amount If you leave Member Price blank, the system automatically applies your clinic's standard membership discount percentage to the standard Price. If you want members to pay a different fixed amount — for example, £150 for a bundle that costs £200 for non-members — you must enter that amount explicitly in the Member Price field.
Setting a Member Price higher than the standard Price The Member Price field is for a discounted rate. If you enter an amount higher than the standard Price, members will be charged more than non-members. Always check that the Member Price is lower than the Price before saving.
Expecting packages to appear in the Preview tab The Preview tab only shows treatments, memberships, and offers. If you have added packages and want to check how they appear to patients, use the Test link from the QR Generator page to open a live app preview instead.
Deleting a package instead of deactivating it Deletion is permanent. If you stop offering a package temporarily — for example, over a quiet period or while you review pricing — switch the Active toggle off instead. The package remains in your CRM and can be switched back on at any time.
Expecting managers to be able to delete packages Only clinic owners can delete packages. If a manager needs a package removed, they should ask a clinic owner to do so. Managers can create, edit, and activate or deactivate packages without restriction.