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 No Contract or Clients must agree to a contract, depending on whether the client must agree to a contract before purchasing the package.
If you select Clients must agree to a contract, enter your contract into the text field.
|Barcode||Enter or generate a barcode to identify this package in your WellnessLiving system.|
|Revenue Categories||The chosen revenue category determines the categorization of this package in your reports.|