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 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

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.

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.

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:

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.

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

Example 2:

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.

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

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.

Select an item; this is powered by the Items that were created under the Items settings menu.