Creating service packages and bundles is a great way to add value, build long-term client relationships, and increase customer retention! 

Luckily, Criya offers tons of customization and variability for multi-session services or appointments. 

Fixed Packages / Bundles

What is a Package / How do Bundles work?

The "package" offering is a flexible offering - which primarily lets your user Pay upfront for multiple items. 

This is just like how one would purchase multiple items on Amazon. 

Use Case 1: I'd like to offer a fixed rate package for a "Resume review". It's a fixed $100 price for each Resume. No time/appointment necessary. They just pay me upfront, and I respond asynch with my feedback.

01 To create a fixed package, create a new PACKAGE. Add a description of your service, what's included, and a thumbnail.

02 Set the UNIT PRICE to the total cost of the package (i.e.  $100).

03 Set the MAX QUANTITY to 1 (or more if clients can purchase multiple bundles at once).

04 Click SAVE AND CONTINUE to publish the service package on your site.

OPTIONALLY:

05 Click ADVANCED SETTINGS > SET DEPOSIT to set the amount due at the time of booking (eg: $100)

06 Once the client places the booking, go to ORDERS > You will be able to see the amount paid, and amount pending. If you choose to charge them for the remaining, simply click the COLLECT BALANCE button, which will generate an invoice for the remaining amount and send it to the client to complete payment.

Use Case 2: I'd like to offer a bundle package of six "60-mins" coaching sessions, for a total of $600. 

01 To create a fixed package, create a new PACKAGE. Add a description of your service, what's included, and a thumbnail. 

02 Set the UNIT PRICE to the total cost of all included sessions (i.e. 6 sessions for $600).

03 Set the MAX QUANTITY to 1 (or more if clients can purchase multiple bundles at once).

04 Click SAVE AND CONTINUE to publish the service package on your site.

NOTE - This does not book any appointments, it only secures the payment for the entire package.

To automatically let the customer book the sessions after completing payment, 

01 Go to Advanced Settings > Thank you Email 

02 Have an Email template that instructs the client to book the appointments (as below)

01 Create an "APPOINTMENT" product to book "60 mins" slots. Make it private.

02 Once the client makes the payment, you could send them the private link to the 60-min slots and let them schedule the appointments (synched to your calendar of course)

03 You can instruct them on whether you'd like them to schedule all upfront or after each session.

04 Our recommendation is to create separate (private) "appointment" products for each client, so that once the sessions are complete, you can simply delete the product and that link will be disabled.

Use Case 3: I'd like to offer a bundle package of six "60-mins" coaching sessions, but only charge upfront for the 1st session. And if we are a good fit, charge them for the remaining.

01 To create a fixed package, create a new PACKAGE. Add a description of your service, what's included, and a thumbnail.

02 Set the UNIT PRICE to the total cost of all included sessions (i.e. 6 sessions for $600).

03 Set the MAX QUANTITY to 1 (or more if clients can purchase multiple bundles at once).

04 Click SAVE AND CONTINUE to publish the service package on your site.

05 Click ADVANCED SETTINGS > SET DEPOSIT to set the amount due at the time of booking (eg: $100)

06 Once the client places the booking, go to ORDERS > You will be able to see the amount paid, and amount pending. If you choose to charge them for the remaining, simply click the COLLECT BALANCE button, which will generate an invoice for the remaining amount and send it to the client to complete payment.