PACKAGES

Select from the three types of package:

• Single - once purchased this package remains on the client's profile until all the credits are consumed. It does not repeat.
• Expirable - once purchased this package will remain on the clients profile until either all the credits are consumed or the package expires. It does not repeat.
• Subscription - once purchased this package will remain on the client's profile until it expires. A subscription is created at time of purchase too, so that once the current package has expired or nears expiry then a new package will be added. If there is a charge for the package then the payment method used to buy the first package will be re-used.

Select from the three payment plans available:

• Regular - Packages that regularly repeat. Regular plans can be cancelled at any  point.
• Immediate - Packages with a repeating pattern measured in weeks, with Cancellation rules.
• Installment - Packages with a total cost defined, but paid off in weekly installments

Specify how long after it starts that each package in the subscription will expire.

For Regular Payment Plans this can be measured in days, weeks or months.

For Immediate and Installment plans the setting is only in weeks.

Define how long before or after the end of the previous package will the next one start.

Frequency of charges for an Installment plan in Weeks.

This value should be the same or smaller than the Valid for setting for the package.

When enabled then all the clients who own this package will appear in a group with the name of this package.

Use this setting to grant benefits for clients that own this package.

For example you can make other packages that are only available to clients that own this one. Or create content that is only visible to clients that own this package.

Define the overall total credits that this package delivers.

For example: 

If the credits for the package are:

• PT 60 Mins x 10
• PT 30 Mins x 10

Then if the limit per package is No Limit, the client will receive a total of 20 credits.

If the limit is 10, then the client will receive 10 credits and could choose to spend them on either service.

Note: This option is not available for Installment Plans.

Select when the credits in the package expire:

• Default - The credits in the package expire at the same time as the package
• Custom - The credits expire after the specified days beyond the end of the package
• Unexpirable - The credits remain spendable even if the package is expired.

The list of services that this package provides credits for.

Every package must have at least one service listed and deliver at least one credit.

To add a service:

• Click Pick Services and pick one or more services from the list.
• Click the ➕Add button to add the services to the list.
• Specify the quantity of credits that the package grants for each service.

For Installment Plans:

Enter the Amount to be charged for each Credit on each payment day. The quantity of payment days is displayed based on the settings in the Package Type tab.

Choose Yes to indicate that owning this package will grant the user access to the club in the Fisikal Access Control feature.

Typically in order to access the club a client must have either:

• At least one active package that has Grant Access = Yes
• Or, a booking close to the time of access

Click here to learn more about the Access Control decision matrix

If the package Grants Access then you must select an Access Control Scheme which defines which locations they are granted access to and at what times during the week.

Click here for more information on creating an Access Control Scheme

Specify which Roles that this package is visible for.

This affects any user making a request to 'See the packages available', whether through the user interface or API calls, etc.

We recommend that Managers can see ALL packages, as otherwise it is complicated to support the end user.

If Clients are defined as a group that can see the Package, then the clients can be further refined by choosing Groups of Clients that can see the Package.

This option is used frequently used to limit the availability of a package to clients with a certain home location.

It can also be used to make packages available only if a client owns another package, using the Create Generic Group option.

Use this option to force the client to complete a set of questions before they are allowed to purchase the Package.

For example this option can be used to collect fitness information from the client so that it is on the client's record when they commence a set of PT sessions.

The assessments must be created before this option can be enabled. Click here to learn more about Creating Assessments.

Select whether this package is available for free or must be paid for.

Free packages must still be 'Purchased' using the checkout process.

Choose Paid to set the Default Price for a package.

Select the Hide Price option to indicate that the price should be hidden in the UI. Note that not all apps respect this option.

Select the Tax Rate for this package.

All Paid packages must have a default price, but more complex pricing is available using the Custom Rates feature below.

Choose which legal entity will receive the payment for this package when it is purchased.

The choice is usually the Club.

But the choice can be for any Self-Employed Trainer in the club that has defined their own payment settings. If a trainer is selected then they will receive payment.

If the payee selected is a trainer, then it is possible to limit the spending of the credits in the package to the trainer who received payment.

Choose Yes to  only allow spending of the credits with the trainer who was paid for them.

If the client attempts to book a session with a different trainer then they will receive the 'not enough credits' message.

By default the package can be purchased using any of the payment methods defined by the Payee.

Use the Allowed payment providers option to limit the choice if necessary for this package.

Use the Custom Rates options to define prices based on:

• The client purchasing
• The Location where the sale is taking place
• Or whether the client is in a group

Please see the Custom Rates section below for more details.

If Custom Terms of Service are enabled, then at the point of sale the client must tick a check box to indicate that they agree to the terms shown in the Terms of Service field below.

The Custom Terms of Service override the Terms of Service defined in the Club Payment Settings.

Enable Expiry Notifications so that when the expiry date for the package is reached then a Notification is triggered to to client.

The Email notification uses the template: Service Package Expired .

This setting does not apply to Package Type: Single

Enable Subscribe Notification so that when a Subscription package is added to the client then a notification is triggered to the client.

The email notification uses the template: Service Package Subscription Notification 

The template includes an optional section which will add the content of the Notification field below to the email.

If the package is a Subscription, and if the Subscribe Notification is enabled then the message added here can be included in the email.

Use this field to send a package specific message for the start of a subscription.

The variable in the email template for this text is: {{content}}

See the topic on email templates for more information.

Enter the text to be displayed as the Terms of Service.

This text is used if the Custom ToS option is enabled.