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Session packages

How to sell a client a course of several visits, debit sessions when booking, and decide when a cancelled visit is forfeited from the package.

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On this pageTurning it onCreating a packageDebiting a sessionA client books from their package themselvesA series of bookings from a packageChecking the balanceCancelling a packageIf you turn “Session packages” offIf a visit is cancelledPaying for a packageFAQ
A session package is a course of several visits for one service that the client buys upfront — for example, 10 massages. YEMISCE keeps track of how many sessions have been used and debits one with each booking.

Turning it on

  1. Open “Settings” → “Booking”.
  2. In the “Add-ons” block, turn on “Session packages”.
  3. Click “Save”.
As soon as you turn on “Session packages”, the same block shows the field “A visit is forfeited if cancelled less than” — more on it below.

Creating a package

  1. Open “Bookings” and click “Create package” at the top of the calendar.
  2. Choose “Service” and “Specialist”.
  3. Enter the client: name, phone and, optionally, email. If the client is already in your base, you will see “Client found”.
  4. In “Number of sessions”, enter how many visits the package includes (1 to 100).
  5. Optionally set “Expiry date (optional)”. The package is valid until the end of that day. Without a date, the package never expires.
  6. Click “Create package”.
You will see “Session package created.”.
The “New session package” form in the calendar

Debiting a session

A session is debited when you create a booking in the calendar:
  1. In the calendar, click “Booking” and fill in service, specialist, date, time and client as usual. See Creating a booking for a client.
  2. Tick “Use one credit from the client's package”.
  3. Click “Create booking”.
YEMISCE finds the client's package for this service by phone number or email. A session is used only from a package for the specialist the booking is with. If there are several, the oldest one is used first. Expired packages are skipped.
A team member can debit a session the same way in their “My calendar” when creating a booking.
The booking in the calendar shows which package it is from, for example “From package (visit 4 of 10)”.

A client books from their package themselves

A client can book their next visit from a package themselves — from “My bookings” or on your page. To do so they sign in to the client account with the phone number or email you sold the package to: the number is confirmed with an SMS code, the email with a link in an email or by signing in with Google. A booking made without signing in doesn't use a package.
  • In “My bookings” the client sees a “My packages” block: the service, the specialist, “Visits left: 4 of 5” and “Valid until …”. “Book from package” opens the time picker for this service and specialist.
  • The booking form on your page has “Use a visit from my package (N left)”. It appears once a time with the package's specialist is chosen and is ticked already — the client can untick it and book without the package.
  • A client can also write a series of sessions off the package. With fewer visits than sessions, they choose before booking: “Book the remaining sessions without the package” or “Don't book sessions beyond the package”. A session skipped because the time is taken doesn't use a visit.
The same rules apply as in the calendar: the oldest package is used first, an expired package isn't used, and a service performed by several specialists together doesn't use a package. Cancellations follow the “A visit is forfeited if cancelled less than” rule (see below): the client sees a warning before a late cancellation.
In the calendar such a booking looks the same as one you created: “From package (visit 2 of 5)”. The package's payment mark applies to it too.
“Use a visit from my package (N left)” in the booking form on the business page

A series of bookings from a package

If a client comes regularly, create a whole series that uses the package's visits:
  1. In the calendar, click “Booking” and fill in the service, specialist, date and time of the first session, and the client.
  2. Tick “Use one credit from the client's package” and “Repeat”.
  3. Set the days of the week, time, “How often” and “End of the series” — see Recurring bookings.
  4. Below the pattern, check how many visits are left: “The client's package has 7 visits left — it covers 7 of 10 sessions.”.
  5. If there are fewer visits than sessions, choose what to do with the rest: “Create the remaining sessions without the package” or “Don't create sessions beyond the package”.
  6. Click “Create booking”.
A series from a package: how many sessions the package covers and the choice for the rest
Each session of the series uses one visit, the oldest package first. A session skipped because the time is taken doesn't use a visit. If a session of the series is cancelled — on its own, with the whole series or with every session on a weekday — the visit returns to the package by the same rule as a regular booking (see “If a visit is cancelled” below).

Checking the balance

In “Clients”, open the client card. The “Session packages” block shows, for each package, the service, the specialist, how many sessions are used — for example “3 of 10 sessions” — and the term: “valid until …” or “no expiry”.
The “Session packages” block in the client card
Clients see the balance in “My bookings” when they sign in with the phone number or email you sold the package to.

Cancelling a package

If a package was created by mistake or the client gave up the course:
  1. In “Clients”, open the client card.
  2. In the “Session packages” block, click “Cancel package” next to the package.
  3. Confirm: “Cancel this package? Its unused visits can no longer be booked. Bookings already made stay.”
You will see “Package cancelled.”, and the package on the card is marked “cancelled”. Sessions are no longer debited from it.

If you turn “Session packages” off

Turning it off only stops selling new packages: the button for creating a package disappears from the calendar. Packages already sold stay valid until used up — clients keep booking from them, and you still see them on the client card in “Clients”, can debit visits from them when you book in the calendar and can cancel them with “Cancel package”. Once your business has no open package left, the “Session packages” block disappears from the cabinet.

If a visit is cancelled

By default a cancelled visit goes back into the package, no matter when it was cancelled. This applies both when you cancel and when the client cancels through their booking link.
To stop late cancellations from being returned:
  1. “Settings” → “Booking” → “Add-ons” block.
  2. In “A visit is forfeited if cancelled less than”, enter a number of hours, for example 24.
  3. Click “Save”.
Now, if fewer hours than that remain before the visit, the session is forfeited. Before such a cancellation both you and the client see a warning: “Cancelling less than 24h before the visit forfeits it from the package - the fee for it is not refunded.” An empty field means a visit always returns to the package.
The “visit N of M” number follows the dates of the visits that hold a session of the package. When a visit goes back into the package, the others are renumbered, so numbers never repeat.
If the client does not show up and the visit is marked “No-show”, the session stays used. Moving a booking to another time does not affect the package.

Paying for a package

YEMISCE doesn't take payment for a package — but you can note that the client paid: in the client card, the package has a “Payment” block, with the amount starting as the package's price. Bookings from the package show “Paid with a session package”. More in Payment mark.

FAQ

I see “This client has no active package for this service.” This client has no valid package for this particular service with this specialist. Check that the phone in the booking matches the one in the package, that the booking has the same specialist as the package, and that the package has not expired.
I see “This client has no open sessions left in a package for this service.” All sessions in the package are used. Create a new package for the client.
Can I edit or delete a package? No, only cancel it — with “Cancel package” on the client card (see above). If a package has a mistake, cancel it and create a new one.
Can a client book their next visit from the package themselves? Yes — from “My bookings” or on your page, once the client signs in with the phone number or email the package was sold to. See “A client books from their package themselves” above.
Why is there no “Create package” button? Check that “Session packages” is on in “Settings” → “Booking”.
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