Versum allows you to create and sell services packages based on existing templates.
After you enable the Gift Cards an Packages add-on, there is a default template in the system which allows you to specify what services the package can be redeemed for, at the moment of selling the package. Apart from that, you can create your own templates. If you haven't created any templates yourself, during a sale, Versum will automatically select a default template.
Packages can be sold:
- during appointment checkout
- within the inventory module
- within the list of existing templates in the Gift Cards and Packages add-on settings
To sell a package during appointment checkout:
- Click an appointment you'd like to check out, and then click check out appointment » More on checking out appointments
- Click add a sale below the service list, then select sell packages
- Choose the template that will be used to generate the package
Tip: There is one default package template that allows you to select services each time you sell a package. For the templates you created yourself, all details will be filled in automatically based on those templates.
- If you'd like to enter the package number manually (e.g. in case of packages sold outside Versum), click the ID tab, then click enter manually. Otherwise the number will be generated automatically.
If the owner of the package will be different than the buyer, go to the Owner tab and specify the owner
If you'd like to add a memo (visible to the staff) or an inscription (visible to the customer on the gift card printout and in the online booking panel), go to the Notes tab > More about gift card memos and inscriptions
Once you enter all other information required for appointment check-out, click the check out appointment button at the bottom of the window.
A list of purchased packages will be available in the customer records of the owner, as well as on the list of sold vouchers in the Gift Cards and Packages add-on settings. Your customers will also be able to see their gift cards and packages in their online booking accounts (owners after first use).
The buyer of the package will receive an email confirmation of the purchase. > More about automatic confirmation message
To sell a package in the Inventory module:
- Click Inventory in the main left sidebar
- Click the little drop-down button next to add sale, and select sell packages
- Follow steps 3-6 above
- Enter the customer's (buyer) name:
- Enter the name of the employee who sold the package (this step is optional but necessary if you'd like to track commissions):
- Once you've entered all required information, click add sale at the bottom of the form.
A list of purchased packages will be available in the customer records of the buyer and the owner, as well as on the list of sold packages in the Gift Cards and Packages add-on settings. Customers will also be able to see their packages in their online booking accounts.
The buyer of the package will receive an email confirmation of the purchase.
To sell a gift card from the list of templates in Gift Cards settings:
This option will actually redirect you to the inventory module, but may come in handy if you view you templates list and would like to sell a gift card quickly.
- Click settings in the main left sidebar
- In the Add-on settings section, click gift cards and packages, then click packages tab
- Click the cart icon next to the package you'd like to sell:
- After you click the cart icon, you will be redirected to the inventory module. Complete the sale as you would selling a package in that module. For information, see steps 3-6 above.
A list of purchased service packs will be available in the customer record of the owner, as well as on the list of sold vouchers in the Gift Cards add-on settings. Your customers will also be able to see their gift cards in their online booking accounts.
The buyer of the package will receive an email confirmation of the purchase. > More about automatic confirmation message