How to Add or Update Packages in Tan-Link | 8 of 8: Start/End Dates, Automatic Add-Ons and Restrictions, and Automatic Discounting & Deal Blaster

Start/End Dates

 Go to Packages>Update Packages>Package Start/End Dates & Activation.

The start date and end date for a package can be set here. If the Sessions in the Package are kept empty, the customers are eligible for unlimited sessions until the package's expiration which is the Package End Date.

Package Activation:

If set to Activate on Sale, the package will start immediately when it's sold. Bed access and deduction settings apply immediately. If session packages should start on the day they were purchased, then set the activation to "Activate on Sale"

If set to Activate on Demand, then the package will have the activation button and will start once you activate it. Beds that are allowed on this package will NOT become available until it's been activated.
 
If any packages should start on a date different from the sale date, then set it to "Activate On demand."
See our guide on package activation:

https://tan-link.zendesk.com/hc/en-us/articles/30505362464397-Package-Activation-On-Demand

Package Start Date: This is the start date of the package. 

 

Package End Date: This is the end date of the package.

 

Expires (Days): This is the number of days before a package expires. This is for the Time-based packages. If multiple time-based packages are sold in Tan-Link the expiration date will stack the package expiration date and add the time.

Automatic Add-Ons & Restrictions

 Go to Packages>Update Packages>scroll down to Automatic Add-Ons & Restrictions

This section lets you add packages/products to the cart when the respective package is sold.

Recommended Package: When this package is sold, any package selected as a recommended package will be added to the cart. The staff member has the ability to delete or remove this from the cart.  If your EFT's have a sign-up fee, this is  where it would be attached.

 

Recommended Products: When this package is sold, product/s selected as recommended products will be added to the cart. The staff member has the ability to delete or remove this from the cart. 

 

The Titanium EFT at this salon has a sign-up fee AND come with a FREE pair of peepers. We have selected the SIGNUP FEE - TITANIUM  as a Recommended Packages and Modern Peepers Goggles as a Recommended Product.

 

 

I go to the customer's account > Search for "EFT" and add it to cart.

 At checkout, you'll see SIGNUP FEE - TITANIUM and MODERN PEEPERS GOGGLES were automatically added.

 

 

 

Restricted to EFTs/Restricted to Existing Packages: The package can only be sold 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 both conditions. 

 

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: If selected as Yes, the Discount box will appear on the checkout page to allow  discounts for that particular package.  If marked NO, no discount is applicable to the given package and the option will not appear to discount.

You can enable a minimum number of draft attempts before an EFT is eligible for cancellation.

TL Bot: Drafts Required To Cancel: The number of attempted drafts required before an EFT can be cancelled online. 

In the TL Bot: Cancel Rejection Message: You can enter the message returned to the customer when the membership has not met the minimum requirements for cancelation. Example:
'This membership requires 3 drafts before it can be canceled.'

Whether or not your package includes the TL Bot, Tan-Link will pull up a prompt upon cancellation if the criteria have NOT been met. 

 

 

Automatic Discounting (for EFTs Only)

 Go to Packages>Update Packages>scroll down to Start/End Dates

Automatic Discount Categories: Product categories selected will be automatically discounted once the customer purchases this EFT package. 

 

Automatic Discount %: This is the percentage discount for the products in the selected categories. Anytime an item is added to the cart by a customer on the particular package, it will automatically appear with the discounted amount in the cart.

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Deal Blaster

First Text Message: 

This is the text that will be sent to the customer. The time of send depends on the type of package.

For Prepaid Packages, this message will be sent out prior to the package expiration in the number of days you stipulate.  This only works for packages that are set to expire after a number of days and is not based on the Package Expiration Date.

For EFTs, this message will be sent out a number of minutes AFTER the sale of the EFT. Number of minutes can be set in General Settings.

 

Second Text Message: 

This is the text that will be sent to the customer. The time of send depends on the type of package.

For Prepaid Packages, this message will be sent out prior to the package expiration in the number of days you stipulate. This only works for packages that are set to expire after a number of days and is not based on the Package Expiration Date.

For EFTs, this message will be sent out 24 hours AFTER the sale of the EFT.

 

See our guide on automatic SMS for upsell and expiration here: https://tan-link.zendesk.com/hc/en-us/articles/21400295734029-Automatic-Upsell-and-Expiration-SMS