Appointment Packages

Appointment packages allow you to group and sell multiple sessions in one shot at a discounted price. This way, you get paid upfront and your clients are more engaged and committed.

‼️IMPORTANT‼️Appointment Packages can only be removed and edited by the Provider. Clients will only be able to schedule, cancel, or reschedule appointments within the package.

Add an Appointment Package

1. Click Bookings → Booking Settings.
2. Select the Services tab.
3. Click Add Package.

• Set the Name, Description, Price of the package, the Locations available, and which Categories (if any) that it falls under.
• Select the Services to include in the Package.
• Hide: If enabled, this option will hide the price from clients in the booking widget.
• Display Discount Amount: If enabled, this option will display how much the client will be saving by purchasing a package as opposed to paying for sessions individually.

This is how the package will display in your booking widget:

• When a client chooses a package, they can schedule all appointments at once, or schedule the first appointment and save the others for later.
• The remaining unscheduled appointments can be booked in the following ways:
  
  • By the client upon returning to the widget
  • By the practice, using the PracticeQ calendar. To do this, start by creating a new appointment for that client. When you enter the client’s name and choose a service, PracticeQ will display a list of unused appointments for that client. Select one and PracticeQ will associate that appointment with the package.

Appointment Package Options

Overrides Tab:

• Require a Credit Card: This option allows you to override the account default. Options include Require a credit card when booking, Make credit card optional (client's choice when booking), Don't ask for a credit card, or Require deposit. If you select to require a deposit, you will be prompted to enter the default dollar amount.
• Automatic Charge: This option is only available when a credit card is optional or required, and can be set to Charge automatically at the time of booking or Don't charge automatically (allowing for manual charges).
• Custom Cancellation Policy: This allows you to set up a custom cancellation policy for this specific package, which will override the default one set up in the booking settings.

Advanced Tab:

• Expires After: This optional field allows you to indicate when this package should expire. Enter how many days after the package purchase it should expire. The expiry date can also be set individually for existing client packages in the Package List page.
• Expiration based on: This is in reference to the previous settings, and can be set to Booking Date or Appointment Date.
• Hide Package in Booking Widget: This option allows you to remove the package from your public booking widget.
• Default Practitioner: Use when you want to force a package to always be assigned to a specific practitioner.

Appointment Cancellation

• When a client cancels a package appointment using the booking widget, PracticeQ will use your cancellation policy only if you have a 100% penalty.
• So, let’s say your cancellation policy says that a 100% charge will be applied when appointments are cancelled 48 hours prior to their date. If a client cancels before the 48 hours, the package will be replenished back with the appointment, so the client can reschedule.
• If the client cancels after the grace period, the package will not be replenished, and the appointment will be lost.