Packages Add-on

Important

All add-ons for Bookly require Bookly PRO installed and activated.

With the Bookly Packages (Add-on), you can offer package deals for your client's favourite services. In addition, you can add a package discount and set a validity period for services booked in package form.

With the Bookly Packages (Add-on), you can offer package deals for your clients' preferred services. Offering package deals not only enhances client convenience but also allows for optional discounts, thereby boosting sales for specific services.

How it works

Do your clients keep coming back for the same service? Why not offer them a package deal?

A staff member or administrator can create a new package through the backend and, if desired, book the initial appointment for the customer. Subsequent appointments within the package can then be scheduled by the customer through their user account on your site, provided they fall within the set validity period.

Launching a new service? Consider offering package deals at a discounted rate as part of a special launch promotion. This strategy not only promotes your new service but also encourages increased sales while prioritizing client convenience.

Note

At this time, the default classic Bookly booking form doesn’t support booking of packages by your customers on the front-end. However, the new Bookly modern booking forms fully support the packages feature, allowing your clients to book a package of services just like standard services. You can explore how this functionality works on our free live demo.

Setup and configuration

1. Purchase, download, install and activate the Bookly Packages (Add-on) in Plugins.

2. In the Services section, click on the Add service button, choose the type as Package. Enter the title. Each package service is created based on a simple service. Select it from the Service drop-down. Click Save.

Services section in Bookly

Packages cannot be created from compound or collaborative types of services.

3. To configure the created service, click Edit and adjust the settings as you typically do with a standard simple service.

If you enable the Unassigned option, your package will be available for booking with no service provider selected. Later, customers can choose a service provider for unassigned packages in their user account.

Quantity refers to the number of appointments included in a package.

Life Time specifies the validity period for a package service, measured in days. This period starts from the first scheduled appointment within the package.

Edit service in Bookly

Package services are recognizable in the list of services through a relevant icon.

Services section in Bookly

4. In the Packages section, you can create package deals and assign them to specific clients.

Click on the New package button, fill out the necessary details, and then click Save or Save & schedule.

Packages section in Bookly

New package in Bookly

5. To schedule appointments within a package, click on the Schedule button next to the package. Select the date and time for the appointment, and confirm by clicking on the checkmark icon. Then, click Save.

Package schedule in Bookly

All instances of services within a package can be managed by the customer through their user account.

Use the [bookly-packages-list] shortcode on a webpage.

Add packages list to a webpage

Add packages list to a webpage – Gutenberg editor

When a logged-in customer visits this page, they will see a list of purchased packages, including expiration dates, details, and the ability to schedule appointments.

Page with Bookly packages list

Page with Bookly packages list

Read here how to automatically create WordPress user accounts for clients and send their credentials via email or SMS notifications.

You can control which packages are visible to customers. Navigate to Settings > Additional > Packages and choose whether clients can see all created packages, regardless of whether they are paid or not, or if they will only see packages that have attached payments.

Packages list settings in Bookly

How packages appear in Bookly Calendar

All appointments that belong to a package appear in the Calendar with the appropriate icon.

Bookly Calendar – package appointment

Click on the appointment to open the Edit appointment window where you can make changes.

Bookly Calendar – package appointment

You can associate any regular appointment, whether booked through the frontend booking form or in the Bookly admin panel, with a package by clicking the Attach to package button in the appointment details.

Attach appointment to package in Bookly

When linking an appointment to a package, you have the option to either create a new package or attach it to an existing one. Keep in mind that you need to have a service of the 'package' type already created in the Services section.

Attach appointment to package in Bookly

How to book a package via front-end booking form

Bookly Packages (Add-on) is compatible with the new Bookly booking forms (Search, Services, and Staff forms), so your customers can book packages via the online booking form.

Packages will be displayed on cards along with other regular services.

Package creation in the Bookly booking form

Package creation in the Bookly booking form

Package creation in the Bookly booking form

You can adjust the card content or disable this option from the Appearance section > your type of the booking form > Calendar tab > Display packages.

Appearance section in Bookly

Email/SMS notifications about purchased package

With the Bookly Packages (Add-on), you'll have new notification templates in the Email/SMS Notifications sections relevant to the purchased package. They can be sent to your customer and staff using the following codes in your email body:

{package_life_time}
{package_name}
{package_price}
{package_size}

Important

Bookly Packages (Add-on) is not compatible with the Bookly Custom Duration (Add-on) and Bookly Group Booking (Add-on). Package deals are only available to single bookings.

Try this demo (backend version) to get a better understanding of how the Packages (Add-on) works.

Check this demo (frontend version) to see how packages can be booked via Bookly search form.

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RELATED

Recurring Appointments (Add-on) – allow the service to have recurring appointments and set the frequency of repeat.

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