Digital Agency Tools Docs

Packages

A package bundles several of your products under one price: a block of five sessions, a starter bundle, a monthly retainer. You can limit how many are available and when the offer ends.

The Packages list, showing each package with its product count, once-off and recurring prices, availability and status
Products → Packages. The saving against buying each product separately is shown under the price.

How to

  1. Open Products → Packages and click Create package.
  2. Enter a Package name and a Description.
  3. Under Pricing, choose One-time payment only, Recurring subscription only or Both options available, and enter the package price. A recurring price is billed weekly, monthly or yearly.
  4. Under Package contents, click Add product for each item, choose the product and set a quantity. Drag the handle to change the order.
  5. Optionally switch on Limited quantity or a Time-limited offer.
  6. Leave Active ticked and click Create package.

Contents and price

Each line in Package contents is a product and a quantity, with its line total worked out from the product's own price. The Package summary underneath adds them up, so you can see what the bundle would cost bought separately.

Set the package price lower than that total to make the bundle worth buying. In the list, a package priced below its contents shows the full price struck through and the percentage saved.

A package needs at least one product before it will save. The order you set is the order the contents are listed in.

Example

Coaching session × 5   €500.00
Intro call       × 1    €50.00
                      ────────
Bought separately      €550.00
Package price          €450.00
                 Save 18%

Scarcity

Limited quantity sets a Maximum quantity. When you edit the package later you can also adjust the Available quantity that is left. The list flags a package with five or fewer left.

Time-limited offer sets an End date. The list flags a package ending in the next seven days.

Where packages are used

Packages are a pricing source for proposals: when you add line items to a proposal you can pull from a product or a package. Packages are not listed on your public booking page.

The package editor, with Package, Pricing, Package contents, Scarcity and Visibility cards and a Package tips panel
Editing a package. The summary under the contents totals the products at their own prices.

Turning a package off

Untick Active to withdraw a package without losing it. To remove it for good, use the bin icon on its row in the list and confirm.

Deleting a package cannot be undone. If you might offer it again, make it inactive instead.

Related

Still stuck?

Can't find what you're looking for? Send us a message and we'll reply by email.