Sell a Package

Packages can be purchased directly through the Business Portal using the Point of Sale. Packages appear as bundled items that may include multiple components such as reservation credits, service credits, or add-ons. When a package is added to the cart, all components are included together as part of the bundle.

Follow the steps below to sell a package to a customer.

Step 1: Open Items for Sale

1. Navigate to Point of Sale > Items for Sale.
   

2. Locate the package the customer wants to purchase.

3. Packages display with a quick view of the total price and can be expanded to show details about included components by selecting "View More".
   

Step 2: Add the Package to the Cart

1. Select "Add to Cart" next to the package.

2. The package will appear in the cart as a bundled item with each component listed beneath it.

   • Components cannot be removed individually.

   • Removing any component of the package removes all components.

Step 3: Open the Shopping Cart

Access the cart by:

• Clicking the success notification in the upper right corner, or

• Selecting the "Cart" icon in the top navigation bar.
  

Step 4: Assign an Owner to the Cart Session

To complete the purchase, an Owner must be assigned.

1. In the cart, select Assign Owner.

2. Search for and select the appropriate Owner profile.

3. Package credits will be applied to this Owner’s account upon purchase.
   

Step 5: Complete Checkout

1. Review the cart to ensure all package components and pricing appear as expected.

2. Select Check Out With Payment to process the transaction.

3. Once payment is collected, the package and its components are added to the Owner’s profile for use.

Note: Invoices show each package component as its own line item beneath the package name.

Related Resources

• Packages Topic Outline
• Add Credits Manually How-To
• Deduct Credits Manually How-To
• Checkout with a Package Credit How-To