# Creating a package

Packages control how you price and go to market.  Packages are sometimes known as plans in subscription markets.  Prior to setting up your packages please read [charge types and models](/billing/setting-up-your-packages/packages/charge-types-and-models.md) to get an understanding of the different configurations supported.

### Steps to create a package

To create a package, navigate to Settings > Packages > click New Package

<figure><img src="/files/NjSQ4Wfjk4cRrVrRKb9x" alt=""><figcaption></figcaption></figure>

The New Package screen is split into two sections.

The **Details** section on left hand side of the screen allows you to define the package name, rules and templates associated with it.

The **Charges/Deposit/Insurance (optional)** section on the right hand side of the screen allows you to define all the relevant charges you wish to include in the package.&#x20;

### Setting up a package

Enter the **Name** of the package (for example Rental) and the **Description**

#### Contract templates

When setting up a package you can select which contract to use to generate contracts for that particular package.  This allows you to have different contracts for different packages e.g. a rental and subscription.

#### Billing Frequencies

You can set the available billing frequencies for a package. For example, if you want to offer Weekly and Monthly offerings, select both Weekly and Monthly in the Billing Frequency drop down. For rental Daily is the only option as rental is priced daily.

![](/files/pyMxNa8TZmHlOSDAwB8r)

<figure><img src="/files/TNIWaGuCBzwb9zIMSPM2" alt=""><figcaption></figcaption></figure>

#### Customer Screening Requirements

You can choose what customer information to collect in the booking flow relevant to the package. This will give the user more control of what the system asks for.  If information is required you can toggle the required option which will mean a booking cannot be activated until that information is provided.

**Example 1:**

<div align="left" data-full-width="false"><figure><img src="/files/bwjBAwhrwUfRMiEJrJkd" alt=""><figcaption><p>Based on this configuration, the booking flow will ask for customer's insurance, licence details - both of these steps can be skipped - and payment method. They will not be able to proceed without providing a payment method.</p></figcaption></figure></div>

The above config will result in the booking flow including all of the following steps.

<figure><img src="/files/xn0OiPolevs1RxAfdwx0" alt=""><figcaption></figcaption></figure>

&#x20;Example 2:

<figure><img src="/files/ohqPFw51CgBjB6ke1WCY" alt=""><figcaption><p>Based on this configuration, the booking flow will only ask for a payment method. They will not be able to proceed without providing a payment method.</p></figcaption></figure>

Notice there is no licence or insurance step, and the "Skip" button is disabled since payment method is required.

<figure><img src="/files/Gm0ojAAFKVz1HktWaJSs" alt=""><figcaption></figcaption></figure>

### Charges

Create charges relevant for the Package.

To create a charge, select the **Add Charge** button on the right hand side and then select the options in the drop downs and fill in the fields accordingly.

<figure><img src="/files/xlBQ5kgNvPnPFcIucMzi" alt=""><figcaption></figcaption></figure>

Select an item; this is powered by the [Items](/billing/billing-items.md) that were created under the Items settings menu.&#x20;


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.loopit.co/billing/setting-up-your-packages/packages/creating-a-package.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.