Managing Packages

In this article, you will learn how to manage your package offerings, edit packages, archive packages and make changes to the packages your clients have purchased. 

To access your list of current packages, start in your vcita account and navigate to Settings > Coupons and Packages. You will find a list of your current packages and your inactive packages below that.

Edit a Package

1. Click on any package in the list to make changes to the services included, price etc. For the full list of settings, review the Creating Packages tutorial.

Copy a Package

Copying a package is a great way to start building a new package with a base template to work off of!

1. Click on the ⋮ icon by the package name and select Copy.
2. A copy of the package will be created. When you are finished making changes, click Save near the top of the screen.

Archive a Package

If you want to retire or remove a certain offer, you can archive packages. Archived packages will no longer appear on your service menu for purchase or be available for adding to clients manually. Keep in mind that any packages that were already purchased prior to archiving the package will still be active and valid for use until your client uses all their bookings, or the individual package expires. You must adjust the client's package to expire individual packages.

1. Click on the ⋮ icon by the package name and select Archive.
2. You can reactivate a package at any time. Click on the ⋮ icon by the package name in the Inactive Packages section and select Activate.

Managing a Client's Package

You can make changes to a specific client's package.

1. Navigate to Clients and use the search and filters on the right-hand side to find the client.
2. Switch to the Payments tab of the client card. You will find all the packages that this client has active in the Packages section. 
3. Click the ⋮ icon next to the package and select Edit. 
4. You will be taken to the package page for this specific client's package where you can make changes and edit the available credits.

To extend/shorten the expiration date:

1. Click Extend Expiration in the More info section and adjust the end date using the date picker.

To manage the payment:

1. Click Charge to charge a credit card (Square and Stripe-enabled only).
2. Click Record Payment to record an offline payment or payment made through a channel other than vcita.
3. Click the ⋮ icon for more options:
   • Create Invoice to create an invoice and send it to the client. Invoices can be paid online and it is possible to set up payment reminders for invoices.
   • Cancel Payment Request
   • Edit Payment Details will allow you to adjust the amount due and currency.

Edit package credits:

You will find the counter of used vs unused package credits in the top right hand of the Credits section. Individual counters are below the service names.

1. Click Edit Credits to change the number of credits available for use.

Related Articles:

• Creating Packages and Bundles of Services