How to Add or Update Packages in Tan-Link

Packages and Beds have a direct relationship. Packages are what you sell and the sale of that package will enable beds/groups of beds/session names. 

Type of Packages- 

1. EFT -  Monthly  Billing Package
2. PREPAID - Time  Based Packages
3. WALKIN - Sessions or Upgrades
4. CREDITS
5. MINUTES
6. ADDON EFT's

To add or update packages, go to Packages > Update Packages.

In the left window pane, we see different types of packages already present, and this screen allows you to add or update the packages. 

To create a new package you will first choose an existing package that is similar to what you want to create. Then scroll down and click on the COPY PACKAGE button.

Enter the new package name in the pop-up window that appears and click OK.

Refresh the page and then type in the package name in the search bar.

Your new package will be listed and you'll be able to select it to start making the necessary adjustments before it can be sold.
Navigate through the different tabs to adjust as needed.

Package Details/Description

 The Name and the Description of the package that displays when searched to sell the packages is entered here.

Upsell Popup: Whenever a package is sold, the Upsell Popup will appear to inform your staff of any additional/recommended products or upgrades you want to ensure are pitched to your customers with this package before checkout.

Under Upsell Popup, you can enter or edit the message.  A different message can be entered for every package created. Once a package is added to the cart, the Upsell Popup message will appear on the screen as shown below.

Package Type:

You can identify the type of the package from here. Different types of packages can created.

-EFT is the membership where the customer will draft monthly.
If a customer is already on a membership, he cannot be sold another membership. An Add-On EFT may be sold to the customer only.

-Prepaid: Time-based package i.e. unlimited sessions for a limited period. 30 days, 90 days, etc.

-Walk-in:  Used for sessions or upgrades. Either the customer has come only for one session in a bed or service or the customer wants to upgrade a service and is required to pay an additional charge to do so.

-Minutes allow a customer to buy minutes for a particular session and only pay for the amount of time they use. 

Selling Online: This section is where a package's online presence is managed by an Admin.

Online Description: The description of the package that is displayed on the shop website is managed from here. Whatever is entered in this field will display on the website to be viewed in the exact format as entered.

Special Note For Staff On Purchase: A special note can be added for the staff on the online purchase made by the customer.

This note will then appear on the customer's account upon check-in and can be deleted once acted upon.

Available Online: This lets you change the online availability of the package

Package Availability: This section allows you to manage the availability of the package along with any purchase conditions (how frequently it can be purchased), search rank (the order it appears when searched for when selling and online), and much more. 

Sellable: With this option, you can edit whether the package is currently available for sale or not. This is of great value for any packages that you no longer sell, however, can be found on a customer's account and cannot be deleted or for promos that take place only at special times. On selection of "No"- the package will not be searchable or available to be sold by your staff and it will move to the INACTIVE packages list. 

Search Terms: Any search terms entered here can be used to find and sell the package from the "Sell" box on a customer's account or the "Check Price" on the Home Screen.  Multiple search terms can be used separated by a comma.

                                         

Search Rank:  When multiple packages have the same Search Terms, the Search Rank is used to order the packages shown. Whichever package has the "lowest" search term will appear first in the list AND first on the online store. For example, the EFT-"Titanium" has a search rank of 10 and the "Diamond Spa" has a search rank of 30.  The Titanium package will appear before the Diamond Spa EFT. We recommend spacing the search ranks in blocks of 10, to allow room to create additional packages i.e. 10, 20, 30, and so on.

Allow One Purchase in Given Days: This option allows you to set a limit on how many days after purchasing the package a customer may purchase the given package again. Ex: If set to "7", the customer shall be prevented from purchasing the package until 7 days after the previous purchase. By setting the limit to "0"m the customer is allowed to purchase it unlimited times.  "0" is the default setting. If a customer may purchase the package one time only, set it to 100000.

Allow Purchase Within Days of Joining: This option allows you to set a limit on how many days after a customer joins (is entered into Tan-Link) that they can be sold the package. Ex: If the option is set to "7", the customer may only purchase the package within 7 days of being entered as a customer in Tan-Link.

Locations: By selecting the location, you are allowed to sell this package ONLY at the selected locations. If nothing is selected, that package can be sold in all of the salon locations. 

          

Pricing, Commissions, and Agreements: This section allows you to manage the Prices, different taxes, ISA, Bonus Bucks, and Credits (if used), along with the agreements required to be attached to each package for signing upon checkout.

Price, Tan Tax Sales Tax, Other Tax:

The total package amount that is reflected on a customer screen is the sum of the amounts entered for each package in the Base Price, TanTax, Sales Tax, and Other Tax.

The total of all these will be itemized in reports and included int the next draft amount, which is then charged on the customer's next draft date.

You will only enter tax amounts here if the option to charge Tax on Services is already enabled.

See our guide on tax settings for more information on this subject:      

https://tan-link.zendesk.com/hc/en-us/articles/19866868765965-Tax-Settings

Commission1, Commission2, Upgrade Commission, Draft Commission:

When a package is sold to the customer, the system is going to pull any of the commissions mentioned here and apply it to the staff member who performed the transaction. For Admins only, the commission will reflect on the customer's account for Commissions 1 and 2 only.

Commission1: Commission1 is only applicable in the case of upgrades or the purchase of sessions.  For example, when an existing EFT member purchases sessions the commission1 would be paid out.

Commission2: Commission2 is only applicable when a Walk-in member is sold an EFT For example, when a non-EFT member is sold an EFT, the staff member would be paid Commission2.  

Upgrade Commission: Is applied when a lower price EFT member is upgraded to a higher price EFT.

Draft Commission: Draft Commission is paid to the staff member who sold the membership, every time the customer drafts successfully.

To Summarize: Commission 1 and 2 are paid to the staff member at the time of sale.   Upgrade Commission is paid when the customer switches from a lower-level EFT to a higher-level EFT.  Draft Commission is paid upon successful drafts and can be viewed only by going to customer account > More Details>Account details/History.

                     

In-Store Account Money Added on sale of this package ($ Amount): The In-Store Account Money is added to the customer's account on the sale of the package.  For example, on the sale of the "Platinum Spa" package- $10 shall be credited to the customer's account.  The system will block usage of redeeming it the same day as purchase and will only allow purchases starting the next day.

 

In-Store Account Money - Added on draft (EFT ONLY - % OF DRAFT): On each successful EFT draft, the entered percentage is credited to the customer's account in In-Store Account Money (ISA) i.e. if the draft amount is $50, and the mentioned percentage is 10% then on every successful draft- $5 shall be credited to ISA money on the customer's account. 

In-Store Account Monday can be utilized in two ways.  By default, all sites are set to allow ISA usage on a first product or service. However, it can be enabled in your site to require that a product must be purchased to allow the use of ISA ONLY on the second product or service.  It becomes a BOGO.  The customer MUST pay for the highest priced item, and ISA will apply to the second item(s) only UP TO the value of the highest priced item PRE-TAX.  ISA cannot apply to taxes and NO COMMISSION is paid on the use of ISA by default

Bonus Bucks - Added on sale of this package ($ Amount): Similar to ISA, Bonus Bucks is credited to the account on the sale of the package and can be used at the time of package purchase to partially pay the total amount. 

Bonus Bucks - Added on draft (EFT ONLY - $ Amount): On each successful EFT draft, the mentioned percentage is credited to the customer's account as Bonus Bucks. For example, if the draft amount if $50, and the mentioned percentage is 10% then on every successful draft- $5 shall be credited as Bonus Bucks on the customer's account. 

Paid Credits: By default, credits are NOT enabled on your site.  Once enabled and the credits mapped for each service by support, the site will require an "X" number of credits to utilize each service.  This will allow the customer to purchase credits to use multiple different types of equipment as long as they have enough credits, or will allow the customer to utilize the credits to upgrade to higher level services.  Credits will accumulate if multiple packages are purchased and do NOT expire.  Any Paid Credits can be utilized for services, even when the account is on a freeze.

     

Use/Lose Credits Each Draft: On every draft, the credits are going to reset to the said amount. For instance, if 2 credits are credited on every successful EFT draft, then on every monthly renewal it will be 2, whether 1 is unused or 2 are unused. They are not carried forward to next month. And these credits can be used to avail of any beds that require these many credits. 

 

Monthly Credits Each Draft: This gets credited on every successful EFT draft and they do not expire, they get accumulated and can be used for any purchases. 

Also of note, when not on freeze, a total of all credits can be used to avail beds worth of total credits in the account or fewer credits

 

Agreements Required: Selected agreements are required to be signed by the customer when the agreement is sold other than the signature required. 

Equipment Access, Sessions and Expiration:

For Walk-in/Prepaid packages, the Name set in Package 1 will show on the customer's account when this package is sold.
You will need to select what beds will be allowed for this package from the Bed Access dropdown list.

Then add the number of sessions the customer will be allowed on those beds. If the Sessions in Package 1 are kept empty- that means the customers are eligible for unlimited sessions, or "n" sessions till the expiry date mentioned. 

When sold, the package name is added as a package box and will display the number of sessions left.


Equipment Access for EFT: When on active respective membership, the specified credits are used to open up beds under these groups. If specified as"unlimited" that means, you can use the beds under the group unlimited times. Whereas on "Disallow" the bed will not be displayed on the customer screen. If the "purchasing credits" are not allowed by you, then you can set any credit limit here, the same shall display in the customer panel, but somehow the client shall not be able to access the same.

 

This section is only seen on the EFT packages. 

 

 

In addition to the above-unlimited packages, you can sell an additional package to the customer on every successful EFT and these additional packages sessions do not roll over to the next month, same as to use or lose credits don't, they replenish every month. When left blank, that states the customer has unlimited access to the package with an expiry date. The option of "add package" appears on the customer screen on every successful draft and The beds created in this package are accessed by the customer.

 

In Addition to the above sessions, also deduct a session from: This implies in case of upgrades. Whenever a session is used from the upgrade level with that session from level 1 is also deducted. For instance, below was available to the customer

Level 1- $20- 2/5/2020

Level 2- $30- 2/5/2020

whereas an upgrade for level 2 was available in $3 on 2/7/2020

 

The customer purchased Level 1 on 2/5/2020, and 2/7/2020 he purchased an upgrade to level 2 in $3 

 

Now the customer has 1 session for each. On the redemption of the session from level 2 bed, the session from level 1 will also be deducted. 

 

So, to summarize, you can add the package from the dropdown, which you would like to deduct from the customer's account when he upgrades from one bed to another. 

 

     

 

 

Package Start/End Dates & Activation: 

 

For any packages that should only allow bed access during a specific period of time, you can set the start and end dates in this menu. Please note that the dates you enter will be specific and the package will only work during the specified date range.

You can set an expiration # of days to determine how long will the package remain active after it was sold.
If set to 30 days, the customer will have 30 days to use the package and then the package will be removed automatically regardless of the number of sessions remaining.

You can set parameters, such as the number of consecutive declined payments before cancellation, to align with your business’s specific needs. When a cancellation date is set, you will receive an email indicating which accounts are set to be canceled. Enter the Number of Attempts Before Auto Cancel as needed. Make sure you click on UPDATE PACKAGE at the bottom to save your changes.

 

Any Add-on EFTs will be removed from the customer account along with the EFT. You can also reach out to support to request all Credits, ISA, and Bonus Bucks to be automatically removed when EFTs are canceled.

See our guide on autocancel here: https://tan-link.zendesk.com/hc/en-us/articles/19893113033101-EFT-Auto-Cancellation-on-Repeated-Declines

 

Automatic Add-ons & Restrictions: This section lets you add packages/products when the respective package is sold.

 

Recommended Package: When this package is sold, this option lets you add another package to the cart. The staff member has the ability to delete this/waive off from the cart. 

Also of note, deletion and discounting have a difference. On discounting, the customer avails the benefits of the package, while on deletion, there are no benefits given to the customer i.e. if deleted, he can't avail of any sessions. 

     

 

Recommended Products: Similar to recommended packages, these products get automatically added in the cart, and the staff member has the ability to delete/discount them. 

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Restricted to EFTs/Restricted to Existing Packages: The proposed package can be sold only if the customer has purchased the selected EFT, or/and he has the respective package active. In order for the customer to purchase this package, it is important for the customer to meet the conditions. For instance, if the customer is on UV Gold Level 1 and has UV 1 also activated, then the respective package can be sold to the customer. If the customer doesn't meet the said conditions, then this package will not be visible in the "sell" box.

 

For this to be applicable, it is important for the customer to have the base package. Also when upgraded, the session of the upgraded package will be active till the expiry date and on the redemption- this shall deduct the session from the base package as well. Also of note, 

 

Only Sell on these days: The package is sold on the selected day, if nothing is selected, the package can be sold on all of the days. 

                       

 

Allow Discount: The Discount box, on the checkout page, is seen, if selected as yes, else the discount is not applicable to the given package.

                  

 

 

TL Freeze/Cancel Bot: This feature is part of the online store/booking package.  If enabled, you can enter the minimum number of drafts required for an account to be cancelled here.  **Please note that this does NOT mean minimum number of successful drafts.  In the TL Bot: Cancel Rejection Message box you can enter the message that will be returned to the customer when the membership cannot be cancelled.

 

 

Automatic Discount Categories & Automatic Discount %: Customers will receive an automatic discount (specified percentage) on the products in these categories when buying the respective package.