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How to set up and manage packages in Bookem

Bookem currently supports packages, but our approach will become even more seamless in the near future. In the meantime, you can use our effective workaround to offer packages to your clients.

This guide covers how to:

  1. Set up line items for packages

  2. Configure services for package sessions

  3. Book packages

  4. Invoice clients for service packages

Step 1: Set up line item types for packages

Follow these steps to create line items for your packages:

  1. Go to Settings > Payments & Invoicing > Line items > Edit columns

  2. Click +Add column

  3. Create a new line item type called Package

Step 2: Add a package line item

Go to Settings > Payments & Invoicing > Line items

  1. Click +New line item

  2. Create a new line item representing the full package at the total price

  3. Add a description and select the Package under Type

  4. Click save

Step 3: Add zero - value line items

  1. Navigate to Settings > Payments & Invoicing > Line items

  2. Click +New line item

  3. Add zero - value line items for all line items associated with this package

  4. Click save

Step 4: Create a service for the sessions

  1. Go to Settings > Services

  2. Create a service representing a single booking within the package

  3. Ensure Online bookings are toggled off

  4. Add an itemised price using the zero - value line item created in step 3

  5. Click Save

Invoicing and booking packages

Before you start booking, invoice the client for the package

  1. Open the Client Profile in Clients

  2. Navigate to the Accounts tab and generate a full - package invoice reflecting the total price

  3. Add the Package Line Item to bill the client for the full package price

    Important: Clients should only submit their paid invoice with all line items after completing all sessions, to ensure full reimbursement from medical aid.

Book clients as normal

  1. Once the invoice (paid or unpaid) is finalised, you can begin booking sessions, using the service set up in step 4. We recommend setting up recurring bookings.

  2. After each session, add the booking for the single service with a zero value to the same invoice until all package sessions have been used

  3. Ensure that all line item dates match their respective booking dates

Book service

Add bookings to original invoice

You're All Set!

Following these steps ensures your package services are properly set up, booked, and invoiced, allowing you to track all package bookings efficiently. Happy booking!

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