Create Packages and Memberships

Package Manager defines what your business can sell. A prepaid package tracks service usage; a membership can apply a service discount benefit. Customer ownership is created later through Package Manager, POS or an invoice.

Permission required

Owners have full access. Managers and staff need Packages & Memberships access and access to the package location.

Where to find it

Open CRM → Packages & Memberships, then select New Package.

Configure the package

Create a package master

1. Under Basic Details, enter the name, location and description.
2. Under Commercial Configuration, choose Prepaid or Membership, a billing-cycle label, status, price and optional sale price.
3. For limited use, choose the consumption mode: Per Service or Per Appointment. Choose Unlimited only when no fixed session balance should apply.
4. For a membership, choose any Membership Benefit Rules and whether they apply to selected services or all active bookable services.
5. Set the validity in days, months, years, by fixed date or as unlimited.
6. For selected services, add each eligible service once and set its session quantity where required.
7. Save the package, review it, then make it Active when it is ready for sale.

Duplicate services are not allowed inside one package. A draft or inactive package is not available for sale.

Edit an existing package carefully

Before changing a package that customers have already purchased, review its sold customer-package records. Those records preserve sale, validity and entitlement snapshots used for customer balances and history. Use a new package master when the commercial meaning or included services are materially different, and make the older offer inactive when it should no longer be sold.

Understand the two usage modes

• Per Service maintains the configured balance for each included service.
• Per Appointment consumes the visit-level balance when eligible package coverage is applied.

Important information

A Recurring billing-cycle value describes the package configuration. It does not, by itself, authorize or perform automatic recurring customer charges. Use only an approved payment flow and communicate renewal terms separately.

Tip

Test a new package with a representative service and customer before broad sale. Confirm location, validity, tax, coverage and whether membership discounts should stack with other benefits.

Related guides

• Sell and Manage Customer Packages
• Sell Products, Services, and Packages with POS
• Create and Manage Invoices

Last reviewed: 12 July 2026