Create a Package for Group Classes (How-To)

Article Details

Summary

A Group Class is a series of training classes with set dates. When you enroll a customer, they can choose to pay for the whole series up front with a package. Gingr uses the package feature to track class use and payment. Customers can buy the package in the customer portal when they enroll.

Warning: You must complete these steps in the order outlined to set up group classes. This is step 3 of 5.

Before You Begin

You should have already:

  1. Created a Group Class Reservation Type
  2. Set Rates for Group Classes

Important: This rate is what each credit is worth in the package you create. If you do not use a package, it is what each session of this class costs.

Group Class packages use the Package Configuration Modal. You create a single component that includes the number of sessions in the program.

Steps

Step 1: Open Packages & Subscriptions

  1. Go to Admin » Packages & Subscriptions.
  2. Select + Add to open the Package Configuration Modal.

Step 2: Set Package Details (Details Tab)

Fill in the basic information for the Group Class package.

  • Status: Turn on if the package should be available for sale.
  • Package Name: The name shown to staff and pet parents, such as Puppy Basics | 6x Sessions. Use the same name as your group class.
  • Internal Package Name (optional): A unique internal label for staff tracking.
  • Enabled on Pet Parent Portal: If on, customers can buy the package apart from signing up for the class. Keep this off.
  • Select Locations: Choose the locations where this package or class is offered.
  • Description (optional): Add program details such as included sessions, policies, or prerequisites.

Package details tab with the fields filled in.

Step 3: Add Group Class Credits (Credits Tab)

Each package has one or more components. For Group Classes, set up one component for the number of class sessions purchased.

  • Component Name: For example, Puppy Basics Credit.
  • Credit Type: Select Reservation.
  • Reservation Type: Select your Group Class Reservation Type.
  • Quantity: Enter the number of class sessions in the program, such as 4, 6, or 8.
  • Expiration Rules: Choose if credits expire: Never, X days after purchase, or X days after first use.

If your program has a timeline, such as completing sessions within 60 days, set expiration to match. Do not use more than one component in Group Class packages.

Package credits tab with one component.

Step 4: Set Pricing and Tax (Financial Tab)

Use the Financial tab to set the total price for the Group Class package.

  • Use Configuration pricing rules when on other reservation types: When a credit from this package is applied to a different type of reservation, the package credit value follows the pricing rules of the configured reservation type, not the type the credit is applied to. Recommended to keep this disabled for Group Class packages.
  • Rate Groups: Each location must belong to a rate group. If the price is the same at all locations, select all locations and use one rate group. If each location has its own price, select +Add Rate Group and enter the price.
  • Price: Enter the total price of the Group Class program, not the price per credit.
  • Tax Package Component: Turn on if it applies under your tax policies.
  • Base Rate Of: Select the rate for this component when applied to the reservation.
  • Add Rate: Use only if you want to schedule future price changes.

Package financial tab with pricing fields.

Step 5: Set Communication Preferences (Communication Tab)

If you want, set up automated reminder emails about credit use. This step is optional for Group Classes, but some facilities find reminders helpful.

  • Email Reminder at # Credits Remaining: Tells pet parents when they near the end of their program.
  • Email Reminder at # Days to Expiration: Tells pet parents before credits expire, if expiration is on.

Package communication tab with reminder settings.

Step 6: Save the Package

Select Save. The package now shows in the Packages & Subscriptions list. You can use it for Group Class enrollment and payment.

Next Steps

Go to Create a Group Class.

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