Package and Cards are now available!
This feature was designed to help you provide greater value and flexibility to your clients. Instead of booking single services individually, clients can now purchase bundled service packages.
This feature is an add-on; to activate, contact your Booxi representative.
This feature requires a Head Office account; to obtain this, you must be subscribed to the Essential, Standard or Custom plan.
Benefits of packages
Increased Revenue & Customer Loyalty
Encourage repeat bookings by offering bulk discounts or exclusive deals on service packages. Clients are more likely to return when they’ve already purchased multiple sessions.
Simplified Payments
Offering packages means clients can prepay for multiple sessions, reducing the need for repeated transactions. This ensures smoother operations for both you and your clients.
Better Client Engagement & Commitment
Service packages incentivize clients to commit to multiple sessions, which is especially beneficial if you offer ongoing services such as facial, skin, hair or nail treatments.
Customizable Offerings
Tailor packages to fit your services—whether it’s a set number of appointments, time-based plans, or bundled treatments, you have the flexibility to structure packages as you see fit.
What is a Package?
A package is a predefined set of services offered to clients as a bundle. For example, a package of 4 services.
Packages can contain different services (e.g. Service A, Service B, etc.)
A package's value is based on its total unit count (e.g. 5 units, 100 units); each service assigned to a package has its own unit value (e.g. 1 unit, 60 units, etc.), which can be configured per package.
Units are redeemed via the booking of services in the Calendar tab (must be manually done by a Booxi user).
Units can be defined in different ways based on your use case. For example, they can represent:
Duration (i.e. minutes or hours). For example, a package of 300 minutes.
Quantity (i.e. number of appointments). For example, a package of 5 appointments.
etc.
A package has the following components:
Name
Total units
Price
Expiration delay
Description
Packages must be assigned at least one service to be able to redeem their associated cards in the Calendar tab (see section "How to redeem a card"). Any number of services can be assigned to a package.
Cards
Packages are linked to clients via cards, which track the purchase, editing and redemption of package units.
Whenever a client purchases a package, a card is issued to them. Cards must be manually created by a Booxi user from the Cards view in the "Packages & Cards" tab.
A package can only be claimed through the use of a card.
Clients can redeem a package in any store that is associated with your Head Office, provided shared clientele is enabled (contact your Booxi representative for more info).
Clients can own multiple cards.
How it works
A client (John) comes to your store; he wants to purchase a package. After taking John's payment, you issue him a card. John's card balance is 200 units.
Immediately after purchase, John wants to redeem a service (Massage, worth 50 units) included in the package. A staff member initiates the redemption process by creating an appointment, making sure to select John's client profile.
The staff member selects the option "Redeem a package card" in the appointment options, specifying the service and associated package. John's card balance is automatically deducted by the service's unit value; this action is logged in John's card transaction history. John's card balance would now be 150 units, since 50 units were deducted from the previous total of 200.
Packages & Cards tab
Packages view
How to create a package
Packages are created from the Head Office; therefore, you must be a Head Office user to create packages. You must have either Admin, Supervisor or Manager access.
Packages are available in all stores associated with your Head Office. However, services can only be redeemed in stores that offer the service.
To create a package, follow these steps:
Go to the "Packages and Cards" tab
Click the "Add Package" button represented by the gift icon
Name your package (e.g. "5 service Multi-pack", "200-minute Busy Bee Bundle", "Starter pack", etc.)
Set the unit total (e.g. 200)
Enter a unit type (e.g. minutes, hours, sessions, services, etc.)
Next, configure your package details:
Set a price (0$ by default)
Choose whether or not the price includes associated taxes
Set the expiration delay (optional). This determines the default expiration date for cards created for this package. This field does not affect the package itself.
When the expiration delay is reached, the package cannot be sold unless its expiration delay is updated.
Description (optional)
Set the package's status. If inactive, no cards can be created for this package, thus preventing the package from being sold. This status does not affect existing cards.
Next:
Assign services to the package (only services of type "Appointment" can be assigned).
Attribute a unit value to each assigned service; this represents the number of units that will be deducted from the package balance when this service is redeemed. By default, service unit value is 1.
*Note: Services can have different unit configurations across packages. For example, service 1 is worth 5 units in package A, but worth 50 units in package B.
Make sure to define the service unit value based on the unit type you chose. For example:
If your unit type is Duration, your services' unit value should reflect their actual duration. (e.g. 60 → 60 minutes)
If your unit type is Quantity, your services' unit value should simply reflect their quantity (e.g. 1 → 1 service)
If you assign multiple services to a package, clients can choose which services to redeem (within the unit capacity). For example, let's say you offer a package with a total unit count of 200 minutes. The package has 3 assigned services: service A (25 units), B (50 units) and C (100 units). The client may choose the following combinations (for example):
8x service A
4x services B
2x services C
2x service A, 2x service B, 1x service C
etc.
As the above example shows, for packages that have multiple assigned services, you cannot enforce that clients book one service over another.
How to edit a package
Edits made to packages will be reflected in the stores that have it.
To edit a package, simply click it, make the appropriate changes, then save.
Editing a package will not affect its associated cards:
Total units: updating this field does NOT affect existing cards' remaining balance.
Expiration delay: updating this field does NOT affect existing cards' expiration date.
Packages cannot be deleted, only made inactive. Inactive packages cannot be sold to clients.
Cards view
The Cards view displays a table containing a list of all cards.
This table contains the following columns:
Card ID: the card's unique ID, generated by the system.
Card number: the card number, created by the user.
Client name
Client ID
Package: the package name.
Initial units: the total unit amount the card had its creation.
Remaining Balance: the card's current unit balance.
Expiration: the card's expiration date.
Issue date: the date the card was issued.
Issuing store: the store in which the card was issued.
Issuing staff: the name of the staff member that issued the card. If the store in which the staff issued the card does not match the store the user is currently viewing, this field will be blank.
Last used: the date the card was last used.
In this view, you may also perform the following actions:
Edit card
Make the card inactive (by editing the expiration date)
Search by client name, card number
View transaction history
In the transaction record, the staff name will be listed only if the store in which the staff performed the action matches the store the user is currently viewing. In other words, if the staff performed the action in store A, but the user is viewing store B, the staff name will not be listed.
How to create a card
To create a card, follow these steps:
Click the 'New card' icon in the upper-right corner of the screen
Enter the required information:
Package *
Card Number
Expiration date
By default, cards inherit the expiration date (i.e. delay) from the package. However, this can be edited.
Client first and last name*
Transaction Note*
How to redeem a card
A card is redeemed directly from an appointment in the Calendar tab.
Calendar tab
Open an appointment
Open the options menu in the upper-right corner of the window
Click "Redeem a Package Card"; enter the required information:
Service [drop-down]
Card [read-only]
Dropdown, can select from among cards the client has (considers the service)
Shows Card Number (if applicable), Card ID, Expiration Date and Remaining Units
When redeeming, the service's unit value will be automatically deducted from the card balance.
How to edit a card
Navigate to the "Packages & Cards" tab, open the "Cards" sub-tab
Click a card in the cards table; the card details panel will open.
Edit any of the following information, then save:
Card Number
Remaining Balance
Expiration Date
Client Name
Editing the Client Name changes the ownership of the card.
*Note: In case of ownership change, previous card owners can be traced in the FTP reports by filtering by the card ID.
Use case examples
Using duration as the unit type (i.e. minutes)
Price: 600$.
3 services assigned: "Manicure" (60 minutes), "Pedicure" (60 minutes), "Massage" (120 minutes)
Unit total: 360 (i.e. minutes)
Service unit value:
"Manicure" unit value: 60. 1 manicure appointment = 60 units redeemed.
"Pedicure" unit value: 60. 1 pedicure appointment = 60 units redeemed.
"Massage" unit value: 120. 1 manicure appointment = 120 units redeemed.
The client can book as many appointments as their balance allows.
Using quantity (i.e. number of bookings) as the unit type
Price: 200$.
1 service assigned: "Facial treatment"
Unit total: 4
Service unit value:
Facial treatment unit value: 1. 1 facial treatment = 1 unit redeemed.
The client can book at maximum 4 appointments.
etc.
Feature limitations
These limitations may be lifted as the feature is further developed.
This feature is currently limited in the following ways:
Only services of type "Appointment" can be assigned to packages.
No API or webhook access is offered for this feature.
No email/SMS notifications are generated for this feature.
Packages are not shown in the booking widget and as such, cannot be purchased online. The purchase of packages must be done by staff members on behalf of clients.
Cards must be issued by staff members, and can only be redeemed by staff members.
Clients do not have access to their card balance; to access it, they must ask a staff member to consult it for them.
The mobile app does not yet support this feature.
To allow clients to redeem services in any location, shared clientele is necessary. Shared clientele is only available for merchants related to a single Head Office account.
No images can be uploaded for packages.
No Back Office reports are available for this feature.
Custom translations cannot be provided for packages.
Note about payment
*IMPORTANT: whenever a service is redeemed, the appointment's payment balance is not affected. As such, we highly recommend that you settle the balance by setting the appointment price to 0 after the redemption is done. This way, you'll be able to quickly determine which appointments have been paid for (whether it be through direct payment or package redemption).
To settle the outstanding balance, follow these steps:
Initial balance, set to 0.
Select "Take a payment"
Enter a payment method
The new balance will be reflected
Reporting
It is possible to export a report containing all card transactions. For more info, see here.
To export this report, you must be on the "Standard" or "Custom" plan.
Other
"I issue physical cards to my clients. What happens if a client loses their card?"
Nothing. Since cards are digital entities, there is no risk associated with clients losing their physical cards. If you wish, you can give the client a new physical card, making sure to list the correct card ID.
To redeem a card on behalf of someone else, you must edit the card balance directly from the Cards list view.
Cards become inactive when their expiration date is reached; they can also be rendered inactive by a Booxi user. Expired cards cannot be redeemed.