Checking Out a Client for a Custom Package in Zenoti

Policy

When a pre-built package is not appropriate for a client, the Esthetician will build a "custom package" for the client.
A client is able to mix and match 3 of any service when creating a custom package.
Custom packages must be a minimum of 3 per service.
Discounts are not applied if there is not at least 3 of the same service purchased.
The discount tiers are:
- 3-5 services receive 10% off
- 6-7 services receive 15% off
- 8+ services receive 20% off
It is the duty of the Front Desk to make sure we are accurately capturing the correct 'Sale By' when selling a custom package.
A custom package must be purchased first in a separate invoice before being applied to a same day service.

Task

In the Zenoti Appointment Book, right click on any white space and select 'Take Payment'.
Choose "Create Custom Package"
Select the Esthetician who sold the package in the 'Sale By' drop-down menu.
A default package name will populate in the the 'Package Name' field. Change the name to the service they are purchasing & how many-custom package-their name. EX: 'IPL Partial-5-custom package-Brittany'
Select 'Add Service'
Add the service(s), the quantity of services, and the proper discount and select 'Add'. You will need multiple lines if the Client is purchasing more than one type of service.
Select 'Never Expires'.
Select 'Create Package'. This will trigger an Invoice, and you can proceed with check-out. After the sale, the package is immediately ready for use.