Creating a Package will allow you to bundle your services, and even offer them at a discounted price, making it easier for you to showcase your services while increasing your average order value. If you haven't started using packages in your business, this is an excellent opportunity to boost your sales and attract more customers. Check out the steps below on how to create a Package!
How to create a package
Click the steps below for a detailed walk-through:
Step 1: Click the Business tab
Step 2: Click the Shopping Cart tab
Step 3: Create a Product Category
Step 4: Click 'Create New Package'
Step 5: Enter in Package Details
Step 6: Choose to Display Package Products or not
Step 7: Click Package Products tab
Step 8: Click drop-down menu
Step 9: Choose Product to include
Step 10: Click 'Add to Package'
Step 11: Enter Name Override, if needed
Step 12: Verify Package discount details
Step 13: Click 'Save Updates'
Step-by-step:
Step 1: Click the Business tab at the top of the page.
Step 2: Click the Shopping Cart tab on the left-hand side of the page.
Step 3: If you haven't already, you can create a new Product Category for your package(s). For detailed steps on creating a Product Category, click here.
Step 4: At the bottom of your Product Category, click the new 'Create a New Package' option.
Step 5: On the Package Details tab, enter in the Name, Description, Price, and Square Foot range (if needed) for your new Package.
Step 6: By default, we will display the list of included products on both your shopping cart and the client's invoice. If you would rather not display that and/or use your description to reflect included package products, click the 'Display Package Products' drop-down and choose 'Hide the list of included products'.
Step 7: Once you have entered in the details for your Package, click the 'Package Products' tab on the left-hand side.
Step 8: This tab is where you will choose the products to be included in that package. Click the drop-down menu to see your product list. Note: the product list will include all Active, Inactive, and Hidden products in your Shopping Cart.
Step 9: Select a product in the drop-down menu to include in your package.
Step 10: Click the 'Add to Package' button to add that product to your package.
Step 11: If needed, you can enter in a Name Override for your package product. This is the name that the client will see when viewing your package on your shopping cart, as well as, the name that will appear on their invoice.
Step 12: Verify the pricing details for your Package once you have all of your products added. The 'Package Products Total' is the regular price that your clients would pay is selecting those products individually. The 'Package Price' is the price you have set for the Package on the Package Details tab. The 'Discount' is the amount that the client will be saving by choosing that package. Note: if there is a Package discount, the regular price will be displayed on your Shopping Cart so that the client can see their savings!
Step 13: Once you are happy with your new Package, click 'Save Updates'. You will now see your Package on your shopping cart page! Note: All packages will be indicated on the Shopping Cart page by a gift icon. Additionally, any product that is included in a package will now have a puzzle piece icon - hover over the icon to see which packages that product is included in!
For any additional questions, our Support team is ready to help you!
Phone/Text: 509-515-3338
Email: [email protected]