Packages

Packages allow you to sell credits for your other services (rentals, lessons, or classes) at discounted rates. You can visit the Packages page by navigating to Services > Packages in the Swift Admin Dashboard.

When to Use Packages

Packages are an excellent way to offer your customers a discount while benefiting from larger upfront revenue. By selling a package, you can give your customers access to services at a reduced rate, with payment required in advance. This approach helps boost cash flow while still delivering value to your customers.

For example, 8 Hitting Lessons for $300, or a Winter Camp Package are a few ways you can increase cash flow immediately, while still also providing value for your customers.

Unlike memberships, which often involve ongoing, recurring payments, packages are typically for a set number of services or sessions.

Create a New Package

To create a new package, you will need to navigate to Services > Packages in your Admin dashboard. Click the + New button at the top right of the page, where you will be taken to the Add Package form which you will need to complete.

Basics

Set a name for the package (e.g., "Hitting Package") and a description (optional). Both fields are customer-facing, so make sure they are clear and descriptive.

Pricing

In this section, you can decide how much you want to charge the public (non-members) and members for buying this package.

To add a default (public) price, click the "Default Pricing" tab, followed by the +"Add Price" button. Set a price that non-members will have to pay to purchase this package.

Price Value

The raw dollar amount that you want to charge for the package (ex: $120)

Membership Pricing and Discounts

This is the most important piece to any price. It controls which groups of customers can see and pay this price. By default, any price that is not assigned to a group of customers will not be visible by people in that group.

For example, if you'd like the public to pay $120 for a package, you would:

• Set the default price to $120

Membership Discounts

How would you give members a discount (or free) access to this package? By creating a membership service price!

1. Select the Membership Pricing tab
2. Click the Add Price button
3. Set a price
4. Select all the membership groups that you'd like this price to apply to.
5. Click Save.

Customers will only have access to prices and services that you've configured here. If there is no default price set, then the public (non members) will not be able to buy it. Likewise, if there's no price set for a membership group, then they will not be able to purchase it.

You can create as many prices as you'd like, as long as they are unique (target different membership groups). For a deeper breakdown on how prices work, visit the Services Pricing section.

Credits

Credits can be redeemed to pay for services, and each credit represents a unit of a service.

For example, 1 credit for a rental with a minimum duration of 30 minutes means that the credit can be used for the specified rental for a 30 min session to get a 100% discount. If a 1 hour session is being purchased, the credit will discount 50% of the price.

Credits that apply to lessons and classes don't have the concept of minimum duration, and will apply to any 1 unit of the service. So for example, 5 credits for a class can be used to purchase 5 sessions of that class at a 100% discount. When creating credits, you can optionally specify:

• Expiry: You can set an explicit expiry date in the future, or automatically make the credits expire after a certain period of time after the purchase
• Usage restrictions: This is abuse protection, and you can set limits on how often credits can be used

Edit A Package

To edit a package, click into the specific package from the Services > Packages page and you will be taken to the "Edit Package" form.

Here, you can edit any of the details mentioned above. Just remember to click "Save" at the bottom to apply your changes!

Duplicate An Existing Package

To make it easier to create multiple packages, you can click into an existing package on the Services > Packages page, and then click the "bottom arrow" icon on the top right, beside the "Copy direct booking link" button.

You'll now be navigated to a new "Add Package" form, with all the details of the previous package filled in! The title will have the word "(Copy)" added to it, to indicate that this is a duplicated package.

Delete A Package

To delete a package, click into an existing package and scroll down to the bottom of the page. There, you'll see a "Delete" button on the bottom left.

This button may be disabled if customers have already started buying this package. It may also be disabled if you don't have the permission to delete it (in which case, you should talk to the owner or someone with more access).

If the package can be deleted, you can click Delete and hit "Confirm" on the modal that appears to remove this package. Remember, this action cannot be undone.

Miscellaneous

There are some additional things you can do with packages, which are explained below.

Tax Rates

Enable the "Collect tax" toggle to charge customers a pre-defined tax rate when they purchase this package. This will populate the correct tax amount on your booking page, as well as internally on the admin side of Swift when you charge customers.

If you don't have any tax rates created, visit the Tax Rates settings section to learn how to add them.

Custom Fees

Enable the "Collect Custom Fee" toggle to charge customers a pre-defined custom fee when they purchase this lesson. This will automatically populate the custom fee amount on top of the booking at checkout, which will be payable by the customer.

If you don't have any custom fee rates created, visit the Custom Fees settings section to learn how to add them.

Making a Private Package

Under "Advanced Settings", you can turn on the "Private" toggle to "On" to make a package private.

By doing this, only customers with a direct booking link to this package will be able to book it. It will be invisible to all other customers, and will not appear on your booking page.

Direct Booking Links

Want to send a direct link to book a package to a customer? Perhaps you have a private package that only specific customers can book? Or you would like to add a button on your website that takes customers directly to this package?

This button does exactly that! On the top right of a package form, you should see the "Copy direct booking link" button. Click this, and a direct link to the package will be copied to your clipboard.

Booking Page Appearance

You may also want to control how the "Packages" category as a whole appears on the booking page. You may want to call it "Credit Bundles" instead of the generic "Packages" shown on Swift. In that case, you can visit the Services > Packages page in your admin dashboard, and click the "gear" icon on the top right.

You will now see a modal pop up, with a few options. Here, you can customize:

• The title of the Packages category - you can call it "Credit Bundles" for example
• The description of the Packages category - you can add any additional context here

Once you hit Save, both of these changes will be immediately reflected on your booking page.