Updating your Setup with Packages
With the introduction of Packages you may want to review and update your existing setup - particularly if you are using max calendar period restrictions.
Previously, these setups had some limitations. Packages now provide a more flexible approach by allowing memberships to include allowances that automatically refresh based on the billing date.
Before you Start
Before Packages were available, the typical setup required:
- Creating a separate bay option
- Adding restrictions to control usage
This approach often added unnecessary complexity and required ongoing management. With Packages, these steps are no longer needed and can be removed.
Setting up Packages in a Membership
To use Packages, you only need to configure them within the membership itself.
- Go to Memberships
- Create a new membership or edit an existing one
- Add a Package to the membership as a perk
When setting up the Package, you can:
- Select which options should be zeroed (included in the membership)
- Define the duration, amount, or price
Applying Changes to Existing Customers
- Once your Package is set up, the membership is ready to use.
- If you have existing customers on this membership, the system will automatically update the new Package settings in the new billing cycle.
Summary
- Packages replace the need for separate bay options and restrictions
- Setup is now managed directly within the membership
- Allowances refresh automatically based on the billing cycle