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Create, view and delete packages with Square Appointments

Who is this article for?
  • Sellers with general items permissions. Set permissions in the Square Dashboard.
  • Square Appointment Plus and Premium subscribers.
  • About packages

    A package is a prepaid series of services or classes that can be redeemed by your customers. For example, you could sell a package of five gym classes for a fixed price. When a customer books one of the included services or classes, Square will automatically apply the full value of that booking at checkout.

    Before you begin

    • You can create, view, edit, and delete packages from your Square Dashboard. 

    • Once a package is created, you cannot edit what is included in the package, such as quantity, included services and classes, or the package expiration date. If you want to change an existing package, you will need to create a new one.

    The initial sale of a package is not subject to commission calculations for either services or Items, which means commissions are neither calculated nor paid out to staff on the initial sale of a package to a customer. You can adjust your commissions settings to calculate commission for packages. Learn how to set up and manage commissions.

    Create packages

    1. Sign in to your Square Dashboard and click Payments > Appointments > Library > Packages.

    2. Click Create package and add in package details such as the name, image, and description.

    3. Under What’s included, click Add what's included and select services and classes for the package. If there are multiple variations for a service, only select the variations you want included in the package. Click Done.

    4. Enter the price for the package.

    5. Choose where it's sold. To sell the package online, toggle on the relevant channels.

    6. Toggle on Create a payment link or buy button to use this unique link to sell via email, social media or your website.

    7. Click Done > Save

    Package expiration date cannot be farther out than one year from purchase. 

    View and edit packages

    View and edit existing packages

    1. Sign in to your Square Dashboard and click Items & orders > Items > Packages.
    2. Click on any package to view or edit.

    You can also click (•••) next to the package and click Edit.

    You can edit most attributes of a package. Changes will apply to packages purchased in the past and those going forward. Changes to price will only apply to future sales.

    View and edit sold packages

    1. Sign in to your Square Dashboard and click Marketing & loyalty > Customer directory > Directory.
    2. Click on a customer to view their packages.
    3. Navigate to Packages from the customer profile.
    4. Click (•••) > View history to view when the package was purchased, each booking where the package was redeemed, as well as any manual edits made to the remaining quantity and expiration date of the package.
    5. Click (•••) > Edit what’s included to manually increase or decrease the quantity remaining. Click Extend expiration date to move out the package’s expiration date.

    From the customer profile, you can only view a customer’s purchased packages, their expiration date, and any credits remaining. You cannot view history or edit what’s included, or edit the expiration date.

    Delete packages

    1. Sign in to your Square Dashboard and click Items & orders > Items > Packages.

    2. Select a package to delete.

    3. Click Actions > Delete package.

    4. Click Delete package to confirm your changes.

    You can also click (•••) next to the package and click Delete > Delete package.

    When a package is deleted, customers who have purchased the package will be able to continue to use the package per all of its original details and restrictions.

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