The MagnaPass Guide to PACKAGES

Packages Overview

Packages are a block of passes that can be purchased by clients - for example: "5 Class Pass".

We call them a 'Package' but you may know them as a class pass, block, credits or something else! Whatever you like to call them, you can offer them through your MagnaPass account.

Packages a great way to offer clients a discounted rate for purchasing multiple sessions in one go and ensure you receive a larger upfront payment than a single session - it's a win-win!

For example, if you offer Private Personal Training at £50 per session, you may wish to offer your clients the option to pay £450 for a package of 10 sessions in one purchase (9 for the price of 10).

You can customise the packages (keep reading for more details) by setting the price, how long until the passes expire, number of sessions, start dates and which sessions are included.

Once you've created packages, you can let MagnaPass do the rest. Clients purchase the packages, email confirmations are sent automatically, passes are added to their account, then they spend the passes to book sessions. When they run out of passes, they can purchase another package and start booking again.

You can track how many live passes are in circulation, view package purchase history, track package usage and manage passes manually (again, keep reading for more details).

There are a number of variables you can use to tailor a package to your specific needs. This includes:

• Basic information: Name, price and description. Example: 5 Class Pass, £30.
• Duration: The amount of time a client has to use the passes. After this, the passes will expire and become invalid for clients to use. Example: 4 weeks from start date.
• Start date: Choose when you want the passes to be valid from once purchased by a client. Example One: From the date of purchase (leave field blank), or Example Two: From a specific date of your choice.
• Number of passes: Set up how many passes are included in the package. Example One: 10 total passes to use within a 5 week duration, or Example Two: 2 passes per week to use within 5 weeks (total = 10 passes).
• Which services are included: You can specify which classes, events or courses can be booked using the package passes. Example: Yoga Class, Pilates Class and Meditation.

Setting up a Package

Getting Started

The first step is to sign into your MagnaPass dashboard. Select 'My Services' and then 'Packages'. This will display a list of packages (or an empty list if you don't have any packages set up yet). To begin setting up a package, click the 'Create a new package' button.

If you don't have a MagnaPass account, you can find out more here and sign up for a free 30-day trial. Our team are more than happy to answer any questions by email or set up a demo call with you. Please scroll to the bottom of this article for more details of how to get in touch.

Basic Information

Firstly, let's start with the basics - the name of the package. This can be changed later but we recommend you keep it simple: If the package is for the client to purchase ten passes to use on any class, "10 Class Pass" would be suitable. 

However, we recommend the name is specific where it needs to be. For example, if the package is for five private yoga appointments, "5x One-to-One Yoga" would be appropriate.

Next, enter the price of the package. Just enter the numerical value excluding the currency symbol. For example: DO write "50.00" and DON'T write "£50.00".

Then fill out the description field. This can be copy & paste text from elsewhere or something written from scratch. Keep this as concise and to-the-point as possible. The simpler it is, the better your clients will understand the package (therefore, more likely to make a clear decision to purchase).

Duration

This is the time that clients have to use their passes from the start date (see below). This is set in weeks, so just select a number from the drop down field. The minimum is 1 week, the maximum is 52 weeks. The duration dictates the expiry date of the package (and the passes included) from the designated start date (see below).

This could be related to the number of sessions included in the package. For example: Clients might need a longer duration to use a package containing 20 passes than one containing 5 passes. If you don't want to pressure clients into using their passes, you can select the maximum of 52 weeks (which gives clients a whole year).

If necessary, you can extend the pass expiry dates manually (keep reading for more details).

Start Date

This can be a specific date from which all packages and passes will start. This is useful if you're running a limited-time offer or promoting a launch for a specific point in time. To do this, click on the date field and select the specific date on the calendar that pops up.

Otherwise, the most common scenario is that the start date is from the date of purchase. In which case, leave the start date field empty. If there is already a date in the field, click on the date field and then click the 'Clear' button at the bottom of the calendar that pops up.

Number of Passes

This will determine how many passes are added to the clients account after they purchase the package. You can either give all of the passes in one go to be used before the expiry date. Enter a numerical value in the For example: 10. 

Or you can provide clients with a weekly amount of passes. In which case, choose a number from the drop-down field. For example: 2 per week.

Note: This variable is either/or so if you are offering 10 total passes in one go, enter "10" into the 'Classes' field on the left and leave the 'Classes per Week' drop-down field blank (and vice versa for the reverse).

Which services are included

In the packages editor, select the 'Classes' tab and you'll see a drop-down field with an 'Add' button. Select the service you'd like to add to the package, then click 'Add'. Do this until all of the services you want to be included in the package are added.

It's important to add these services before packages are purchased by your clients. Packages (and the subsequent passes) that are added to the client's account are based on the settings of the package at the time of purchase. So if a class is added or removed after a client has bought a package, it will not affect their passes but it will effect any purchases after the changes are made.

NOTE: Before adding services to a package, you must first have created the services - this includes classes, events and courses. See our guides on how to set up your services below:

• The MagnaPass Guide to CLASSES
• The MagnaPass Guide to EVENTS & WORKSHOPS
• The MagnaPass Guide to COURSES

Managing your Packages

Putting a package on hold

If you want to hide a package from public view so people can't book it (whether it's for a few hours or forever) you can select the 'On Hold' option in the package editor. Here's a step-by-step guide to putting a package on hold:

1. Log into your MagnaPass account dashboard.
2. Click "My Services" then select "Packages". This will display a full list of your packages.
3. Click the yellow "Edit" icon to the left of the package name. This will take you to the package editor.
4. Under the "Profile" tab within the package editor, tick the "On Hold" checkbox above the name field.
5. Click the green "Save package changes" button at the bottom of the page.

Editing a package

Tracking passes and purchases

Deleting a package

NOTE: Clients may ask you how they can see their passes, how many they have left and how to use them. Read the following article to find out how to do all of that and feel free to send it to your clients: The MagnaPass Guide for CLIENTS.

Start your free 30-day trial

If you are interested in getting your online classes set up, we are more than happy to help you every step of the way. 

You can start a completely free 30-day trial here.

Please feel free to get in touch with us by emailing support@magnapass.co.uk with your query.