Transition from “Workaround” Packages to Service-Based Packages (How-To)

Article Details

Summary

This article shows admins how to edit a "workaround" package so it uses a service-based package. You do not need to create a new package.

Before, you needed "workaround" packages to deliver extra services. Now, service-based packages let you set up those services directly.

Before You Begin

You'll need:

  • An existing "workaround" package to edit.

  • Credit Card Processing (CCP), only if you want to sell packages or subscriptions through the Customer Portal or turn on automated subscription billing. You do not need CCP for standard packages created and sold in the Business Portal.

Steps

Important: Editing the existing package updates past invoices and financial reports. It also updates every customer account that bought this package. You do not need to ask customers to buy the package again.

  1. Go to Admin > Packages & Subscriptions.
  2. Find the package that uses a "workaround" reservation type for the additional service.
  3. Select the black pencil icon next to the package. The package settings open.

    The package list with the black pencil edit icon next to a package.
  4. Scroll to the middle of the pop-up window to find Service Type.
  5. Select the additional service you want to assign to this package.

    The package settings window with the Service Type option.
  6. Save your changes at the bottom of the pop-up window.

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