This article describes all the advanced settings available when you are creating or modifying a package.
To learn about the general information settings available when creating or modifying an package, see Package general information settings.
|Select Activation Date||Determines when the package will activate. Your choices are:
NoteStart dates of memberships within packages will take precedence over package start dates. For more information about membership start dates, see Auto-payments every in Membership general information settings.
|Select Expiration||Determines how and when the items in the package expire. This expiration date will take precedence over any expiration dates on individual items within the package. Your choices are:
To ensure your accounting is always correct, the expiration date of the package will become uneditable as soon as a package of this type is purchased. If you want to change the expiration rules, you must create a new package.
NoteComponents within the package may not be affected by the chosen date. For more information, see Package expiration dates.
|Taxes||Determines whether taxes are applied to the package upon purchase. Your choices are:
|Purchase Restrictions||The purchase rules for the package:
|Package Attendance Restrictions||Determines if the number of available sessions are restricted based on a specific time period (e.g., a maximum of 10 sessions per month). The Package Attendance Restrictions will take precedence over the settings of the memberships and passes inside of it.
If you select Apply Attendance Restriction:
To learn more, see Attendance Restrictions.
|Contract||Select whether the client must agree to a contract before purchasing the membership. Your choices are:
NoteIf you modify a package’s existing contract, when you save your changes you will be asked whether you want clients who have already purchased the membership to re-sign the contract. If you select YES, clients will be prompted to sign the contract the next time they log in to their account.
Note If you add a contract to a Purchase Option after it has already been sold, clients who previously bought the Purchase Option will not be affected and will not be prompted to sign the contract.
|Barcode||Enter or generate a barcode to identify this package in your WellnessLiving system.|
The revenue categories to which the package is assigned. Click a revenue category to select or deselect it. You can select as many revenue categories as needed. The package will be assigned to the selected revenue categories.
You can also manage revenue categories from here: