Packages are multiple fees that are bundled together and offered to patients or organisations. You can group services and products in a package as a treatment plan, or offer multiple appointments at a discounted rate.
Offering packages at your practice can provide benefits, such as:
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Driving an increase in bookings and revenue
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Providing discounts to patients as incentive
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Creating curated treatment plans for patients
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Adding visibility for your services.
For added flexibility and control, packages can even be configured to be booked by patients with any or specific locations and practitioners.
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Click Finances > Fees, then click the Packages tab.
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On the top-right, click New Package.
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Under the New Package section, configure these settings:
Image: An example of a package that can be claimed with any practitioner at a specific location
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Level: Select who can sell this package. (This determines which locations and practitioners can offer the package in their online profile or add the package to an invoice.)
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Validity: Select the locations and practitioners with whom the package fees can be booked. (Some options will be unavailable, depending on the Level selected.)
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Name: Enter a name for your package. This appears on invoices and (if enabled) your online bookings page.
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Description (optional): Enter a quick description of the package.
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Status: Select the availability of this package. (Archived packages cannot be purchased or added on to invoices.)
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Type:
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Packaged: The total amount of the package invoice is determined by you, regardless of how much the individual fees cost. (This is set in the Amount and Tax fields.)
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Itemised: The total amount of the package invoice is calculated on the sum amount of the individual fees you select. (This is set in the Fees section.)
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Amount / Tax / Total:
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If you set Type to Packaged, set the amount for the entire package. This overrides amounts of individual fees added to the package.
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If you set Type to Itemised, this is automatically calculated based on the amount/s you set in the Fees section.
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Under the Fees section, configure the following:
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Fee: Enter the fee (service or product) to add to your package.
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Quantity: Set the quantity of this fee you are adding to the package.
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Amount: If you set Type to Itemised, set the amount for each individual fee.
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(Optional) To add other fees, click Add Another Fee. You can add as many fees of any type as you need.
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Click Save Package.
Your package is now ready for purchase.
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Manually on invoice
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Click Finances > Fees, then click the Packages tab.
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At the top-right, click Create Invoice.
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In the New Invoice pop-up, configure the settings:
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Practitioner and Location: Select the practitioner and location to issue this invoice.
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Invoice Type: Select Package.
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Package: Select the package.
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Recipient: Select whether the package will be billed to a patient or organisation, then enter the patient’s name or organisation name.
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Patient / Organisation: Enter the patient’s name or organisation name.
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Click Save.
Your package invoice is generated and now ready to be processed. After the invoice is paid, you can start booking appointments for this package.
Note
Can't find the package to add to the invoice? Check the package's Level setting as it may be available only for specific locations or specific practitioners.
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There are two ways to book appointments for a package.
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From the invoice
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Open the package invoice. Next to each fee, click the
pencil icon.
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In the Edit Invoice Line pop-up:
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Date: Enter the appointment date.
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Add appointment: Select Yes.
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Appointment Details: Enter the time and duration (optional) of the appointment. Click Check Availability to verify that the target appointment time is available to book.
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Click Save. The appointment date will now appear in the package invoice for the corresponding booked fee.
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From the calendar
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Click Schedule > Calendar.
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Create an appointment for the patient who bought the package invoice. Add a fee included in the package they bought. (Note: This must match a fee included in the package.)
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Click Save. Because the patient’s name and fee match the details in the package invoice, the package is automatically noted in the appointment panel. The appointment date also appears in the package invoice for the corresponding booked fee.
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Notice
The package appointments can only be booked with the practitioner and the specified location linked in the package invoice.
Tip
Save time and let patients book their own appointments! If you have online bookings enabled, patients can claim their package items by booking the same fees indicated in their package. (If the package is only valid with specific locations and/or specific practitioners, make sure to instruct them accordingly for their appointments to count towards their package.)
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Open the package invoice.
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Next to the appointment you wish to cancel, click the
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In the pop-up, under Appointment Details, click on the
X icon to unlink the appointment from the invoice, then click Save.
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Next to the same appointment, click the
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For Add Appointment, select Unassigned.
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Click Save. The appointment has now been unlinked from the package invoice.
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To remove the appointment entirely, delete or cancel the appointment from the calendar.
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