How customers use a package

The three ways a package session covers a visit, what the customer sees, and what happens on a missed visit or a cancellation.

A customer with a package doesn't pay at the visits it covers; a session is used instead. Here's how that works from their side and yours.

Three ways a session covers a visit

  • At the desk. Whatever way they booked, when you close out the visit the covered service shows Use a session switched on. That's the catch-all: it always works.
  • With their package link. Every email about their package carries a Book with your package button. It shows them what's left and takes them to your booking page with the package attached, so the covered service books at $0 with no deposit asked. No account needed.
  • Signed in. A customer signed in to their BeNotely account sees "covered by your package" on your booking page and books at $0 in one tap.

What they see

  • Their package link page: the package, how many sessions are left, the use-by date, and Book.
  • Every receipt from a covered visit: the service at $0.00, "Covered by your package, 3 of 6 left".
  • The email when you issue a package, send their link, or update it.

Missed visits and cancellations

Each package carries its own rules, set when you made it and told to the customer when they bought it.

  • A missed visit uses a session when the package says so. The no-show dialog reminds you before you mark it, and Undo gives the session back.
  • A late cancellation by the customer uses a session only if the package says so; most don't. Cancelled by you, the session always goes back.
  • Cancelled inside the free window, the session goes back.

Booked but not yet visited

When a visit is booked against a package, the session is held for it ("4 left, 1 booked"). It's used when the visit is closed out, and returned if the booking is cancelled.

Still need a hand?

Drop us a line any time and someone on our team will help you sort it.

support@benotely.com