Create and Manage Packages with Square Appointments
With Packages, you can create and sell 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. You can keep track of customers’ package activity from their profile in Customer Directory. To use Packages, you must be subscribed to Square Appointments Plus or Premium. If you downgrade to Square Appointments Free or cancel your subscription, you will lose access to this feature.
Packages currently has some limitations:
Packages can be created only via the Square Dashboard.
Tipping is not supported on an appointment paid for with a package via the Square Appointments POS app. You can add tips to appointments paid for with packages through Square Dashboard. Tips can also be added to the initial sale of a package via the Square Appointments POS app.
Packages can only be redeemed on appointments with a single service. If multiple services or retail items are included on the appointment at checkout, packages will not apply.
Create Packages
To create packages, you must first create the services or classes you would like to include. Learn more about getting started with Square Appointments. To create packages:
From your online Square Appointments Dashboard, navigate to Library, then click Packages > Create package.
From the Create package screen, add in package details such as the package name and description.
In What’s included, select which services and classes should be included. If there are multiple variations for a service, only select the variations you want included in the package.
Once all package details have been added, click Save.
Note: Package expiration date cannot be farther out than one year from purchase.
Manage Packages
You can manage, view, edit and delete your packages from your Square Dashboard.
To view and edit existing packages:
- Navigate to Items, then click Packages.
- Click on any package to enter the View package screen.
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.
Note: Once a package is created, you cannot edit what is included in the package, such as quantity, included services & classes or the package expiration date. If you want to change an existing package, you will need to create a new one.
To delete existing packages:
- Navigate to Items, then click Packages.
- Click on any package to enter the View package screen.
- From the View package screen, click Actions.
- Click Delete.
- Click Delete package to confirm your changes.
Note: 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.
- Navigate to Customer directory, then click Directory.
- Click on a customer to view their packages.
- From the customer profile, navigate to Packages.
- 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.
- 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.
Note: From the customer profile, you can only view a customer’s purchased packages, their expiration date and any credits remaining. You cannot view history, edit what’s included or edit the expiration date.
Sell Packages
- From your online Square Dashboard, navigate to Customer directory, then click Directory.
- Choose a customer to sell a package to.
- From the customer profile, navigate to the Packages section, then click Sell package.
- From the Add an item or amount screen, click the package you want to sell.
- Select a payment method and complete the transaction as normal.
Note: You can also sell a package by navigating to Payments > Virtual Terminal. Click Take payment then click Itemized sale.
- From your Square Appointments POS app, navigate to Checkout.
- Tap Packages, then select a package to add to the cart.
- From the Current sale screen, tap Add a customer.
- Choose a customer to add to the sale, then tap Charge to complete the transaction.
To sell a package with Square Online, you must first have a Square Online site. Learn more about Getting Started with Square Online.
- From your online Square Dashboard, navigate to Items > Packages, then click the package you want to sell.
- Navigate to the Where it’s sold section, then toggle on the option for Square Online site.
- To add the package to your site, navigate to your Square Online Dashboard, then click Online > Edit Site.
Note: When a customer purchases a package from your 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.
To sell a package with Square Payment Links, you must first have a Square Online site. Learn more about Getting Started with Square Online.
- From your online Square Dashboard, navigate to Items > Packages, then select the package you want to sell.
- Navigate to the Payment Links section, then toggle on the option for Create a payment link or buy button.
- Click Save to confirm the changes made to your package.
- Re-open the package, then navigate to the Payment Links section.
- Click Copy to view sharing options for the payment link.
Note: 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
- From your online Square Appointments dashboard, click Calendar.
- Navigate to 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 automatically be 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.
- From your Square Appointments POS app, navigate to Calendar.
- Navigate to 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 automatically be 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.
Before customers are able to redeem packages from your Booking Page, you must first Enable online booking in your online Square Appointments dashboard by navigating to Online Booking > Channels.
- 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.
Note: Your customer must have completed at least one online booking using the same phone number for packages to show as available.
FAQ
If you downgrade or cancel your subscription, you will lose access to create new packages, sell existing packages and accept packages as payment for an appointment or class booking.
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 on Square Appointments dashboard, you will see the package credit automatically applied towards the covered service.
To issue a refund for a purchased package:
- From your online Square Dashboard, navigate to 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-to method, refund amount and reason for refund have been chosen, click Issue refund.
To refund a class paid for with a package:
- From your online Square Appointments dashboard, click Calendar.
- Click the class > the attendee’s name, then click Remove from class.
- From the Remove from class screen, update client booking notifications.
- Refund method. If the class booking was paid for with a package, the name of the package will show up as the Refund method.