Session Package and Membership Management
A package is defined with a session count, validity period and price. One session is deducted automatically after each completed appointment, and the balance is visible on both your screen and the customer's — which removes the industry's most common dispute structurally.
What problem does it solve?
Counting multi-session packages by hand goes wrong; every session given away is revenue lost and every session miscounted is a dissatisfied customer.
Package management is part of the Client Tracking module, included in the Pro and Enterprise plans.
What you can do
Automatic session deduction
When an appointment covered by a package is completed, the balance decreases on its own. No manual counting or ticking off.
Visible balance
The remaining session count appears on the client record and on the shared page, so "how many do I have left?" stops being a question.
Validity period
Packages carry an expiry date. Expired packages are shown separately, preventing open-ended use.
Expiry notifications
You are notified as a package nears its end so the renewal conversation can be booked before the final session.
Revenue reporting per package
Which packages sell and which get renewed is reported.
Linked to payments
Package sales are tied to payment records, so collected and outstanding amounts are tracked.
Why package sales matter
Revenue predictability in service businesses comes from moving off single sales and onto packages. A business selling single sessions has to find customers from scratch every day; one selling packages has already filled part of the weeks ahead.
Packages also create commitment. A customer who has paid tends to finish the programme, which improves both outcomes and satisfaction.
But accurate tracking is the precondition for all of that. A single dispute about how many sessions are left can erase the trust the package was meant to build.
How automatic deduction works
Assigning a package to a customer creates their session balance. Appointments are booked against the package, and one session is deducted when an appointment is marked complete.
You decide how cancellations and no-shows are treated — whether a session is consumed is a matter of your own policy.
The remaining balance is information both sides can see. It appears on the page shared with the customer, and that transparency heads off disputes.
Validity periods and renewals
Open-ended packages disrupt revenue planning and create problems when a customer returns months later expecting the old price. A validity period avoids both.
You are notified about packages nearing expiry or running out of sessions. Booking the renewal before the last session is the most practical way to reduce churn.
How to get started
Define your packages
Create packages with a session count, validity period and price.
Sell a package to a customer
Assign it to the client record and link the payment.
Link appointments to the package
Sessions deduct automatically as covered appointments are completed.
Plan the renewal in time
Arrange the renewal conversation as the package nears its end.
Frequently Asked Questions
Are sessions deducted automatically?
Yes. When an appointment covered by a package is marked complete, the balance decreases automatically.
Can the customer see their remaining sessions?
Yes. The balance appears on their record and on the page shared with them.
Can I set a validity period?
Yes. Once the period ends, the package is shown separately and closed to further use.
Is a session consumed by a no-show?
That is your policy — you decide which appointment statuses consume a session.
Can I report on package sales?
Yes. Which packages sell and their renewal rates appear in the reports.
Key features for this industry
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