Sell and redeem packages
About packages
A package is a prepaid series of services or classes that can be redeemed by your customers. 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 have four options for selling packages:
-
Sell a package from your Square Dashboard
Customer directory
Virtual Terminal
Sell a package from the Square Appointments POS app
Sell a package with Square Online
Sell a package with payment links
You have three options for redeeming packages:
Redeem a package from your Square Dashboard
Redeem a package from the Square Appointments POS app
Redeem a package from your online booking page
Before you can sell and redeem packages, you need to create packages. Learn how to create, view and delete packages.
To sell packages from your Square Dashboard or Square Appointments app, you need to add a customer with a valid phone number and email address to the sale. Learn how to add customers to your customer directory.
To sell packages with Square Online, you need a Square Online site. Learn how to set up your Square Online website.
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.
Sell packages
To sell packages from your customer directory in Square Dashboard:
- Sign in to your Square Dashboard and click Marketing & loyalty > Customer directory.
- Select a customer to sell a package to.
- From the Packages section, click Sell package.
- Click + Add an item or amount and select the package(s) you want to sell.
- Select a payment method and click Charge.
To sell packages from your Virtual Terminal in Square Dashboard:
- Sign in to your Square Dashboard and click Payments > Virtual Terminal.
- Click Take a Payment > Itemized sale.
- Click + Add an item or amount and select the package(s) you want to sell.
- Click Add a customer and create or add a customer with a valid phone number and email address.
- Select a payment method and click Charge.
- Open your Square Appointments POS app and tap Checkout.
- Tap Library > Packages and select the package(s) you want to sell.
- If applicable, tap Review sale.
- Tap Add a customer and create or add a customer with a valid phone number and email address.
- Tap Charge.
- Sign in to your Square Dashboard and click Item & orders > Items.
- Click Packages and select the package you want to sell.
- From the Where it’s sold section, toggle ON your Square Online site(s).
- Click Done.
When a customer purchases a package from your Square Online site, Square will automatically associate it with a matching customer record in your Customer Directory. If no matching record exists, Square will create a new customer record.
If you haven’t published your Square Online site since you created a package, you may need to publish in order for the package(s) to appear on your site. You can also create a page on your site just for packages. Learn how to create pages and navigation for your Square Online site.
- Sign in to your Square Dashboard and click Item & orders > Items.
- Click Packages and select the package you want to sell.
- From the Payment Links section, toggle ON Create a payment link or buy button.
- Click Copy to view sharing options for the payment link.
- Click Done.
When a customer purchases a package using a payment link, Square will automatically associate it with a matching customer record in your Customer Directory. If no matching record exists, Square will create a new customer record.
Redeem packages
Apply your customer’s package to the sale when you check them out for an appointment or class.
- Sign in to your Square Dashboard and click Appointments or Payments > Appointments.
- Click Calendar and select the appointment or class you want to redeem a package for.
- From an appointment, click Take Payment. If the customer has an applicable package, it will be automatically applied.
- For classes, add the attendee you want to a class. If that customer has an applicable package, it will show as applied on the Choose payment method screen.
- If the total amount of the transaction is reduced to $0 with the package, choose Other for the payment type, then click Record payment to complete the transaction.
- If the total amount of the transaction is greater than $0, click Record payment to complete the transaction as normal.
- Open your Square Appointments POS app and tap Calendar.
- Select the appointment or class you want to redeem a package for.
- For an appointment, tap Review and check out. If the customer has an applicable package, it will be automatically applied.
- For classes, add the attendee you want to a class. If that customer has a package, you will be asked if you want to apply it to that booking.
- If the total amount of the transaction is reduced to $0 with the package, tap Charge, then tap Record payment on the next screen.
- If the total amount of the transaction is greater than $0, tap Charge to complete the transaction as normal.
To allow customers the ability to redeem packages from your online booking page, you need to enable online booking. Learn how to set up online booking with Square Appointments.
- Customers can then access your online booking pages to book an appointment or class.
- From the Checkout page, your customers can Sign in or enter their phone number and choose the option to sign in when prompted.
- If your customer has a valid package that applies to the service or class being booked, it will automatically be applied to the transaction.
- If your customers book their appointments online and you don’t require pre-payment for online bookings, they can continue to book as they have previously. Once you complete the appointment from your Square Dashboard, you will see the package credit automatically applied towards the covered service.
Your customer must have completed at least one online booking using the same phone number for packages to show as available.
Refund packages
You can issue refunds for a purchased package or a class paid for with a package.
- Sign in to your Square Dashboard and click Transactions or Reporting > Transactions.
- Click the transaction for the purchased package, then click Issue Refund.
- From the Issue refund screen, you can choose to Refund Items or Refund Amount.
- To refund the entire package value, click Refund Items. Select all items, then click Refund items.
- To refund a specific amount, click Refund Amount. Once a refund method, refund amount, and reason for refund have been chosen, click Issue refund.
- Sign in to your Square Dashboard and click Appointments or Payments > Appointments.
- Click Calendar
- Click the class > the attendee’s name, then click Remove from class.
- From the Remove from class screen, update client booking notifications.
- Select a Refund method. If the class booking was paid for with a package, the name of the package will show up as the Refund method.