Skip to Content

Wiki source code of Sell Packages and Services

Last modified by Isaac Mejia on 2026/03/19 17:49
Hide last authors
Isaac Mejia 1.1 1 {{include reference="KBArticleHeader.WebHome"/}}
2
3 = Sell Packages and Services =
4
5 Aside from Contracts, there are three other types of sales that a client can make.
6
7 * **Packages**
8
9 Packages are a grouping of Services and/or Products. Packages can be set to renew at certain intervals, or when the number of items remaining goes below a certain threshold.
10
11 * **Services**
12
13 Services are individual items used for checking into appointments and classes.
14
15 * **Products**
16
17 Products are any items that are not marked as services in the inventory. These are general good such as merchandise and food/drink
18
19 To begin a non-contract sale, highlight the **Sales** tab, and click on **User Lookup.**
20
21 Use the search fields to locate the member who is making the purchase
22
23 Click on the line the members name appears on, not the actual name itself
24
25 This will open up the POS and fill in the member you chose as the purchased by and purchased for members.
26
27 If you need to change the purchased for member, you can do so by changing the Member Purchase For field
28
29 You can then select any packages/services/products from the inventory menus and then clicking add to cart.
30
31 If you need to increase the quantity of the package/item you can do so by changing the quantity field
32
33 You can also add a discount using the discount field.
34
35 To setup a package to renew, click on the renew product button.
36
37 (Note: if this button appears darkened, the package has a default renewal setup, you can still edit this by clicking on it)
38
39 This will open up the Renewal Details pane
40
41 From here you can set up the renewal rules.
42
43 Make sure to click save when you are done.
44
45 Once you have made any changes that need to be made to the items in the cart, click Create Invoice
46
47 This will take you to the invoice Pane where you can choose a payment source and pay the invoice, or click save to save it for later.
48
49 {{include reference="KBSupportCTA.WebHome"/}}