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 (opens in a new tab) in the Swift Admin Dashboard.

When to Use Packages

Packages are a great way to pass on a discount to your customers, while benefiting directly from a larger upfront revenue. You can use packages to provide your customers with a certain number of services for a discounted rate that has to be paid up front.

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.

Create a New Package

In order to create a package, you need:

• A name & description
• A price
• Credits

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.

Membership Pricing and Discounts

Do members pay a discounted price to purchase this package? This can be done by clicking on the Membership Pricing tab, or you can set a price directly from within the membership's settings.

a) From the Service Page

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

b) From within the Membership Settings

1. Navigate to the Services > Membership (opens in a new tab).
2. Locate the specific membership group you want to provide a discount to.
3. Under Discounts & Special Pricing, click the Add Discount button.
4. For Service, select the Package from the drop down list.
5. Set a price that's applicable for this specific membership group.
6. Save the changes to ensure members of this group receive the corresponding pricing.

Credits

Credits can be redeemed to pay for services. 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 (opens in a new tab) 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 (opens in a new tab) 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 rental. 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 (opens in a new tab) 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.