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 exactly how much you want to charge customers for buying this package.

To add a price, click "Add price". Immediately, you'll be presented with the options to configure a price. This includes:

Price Value

The raw dollar amount that you want to charge for the package (ex: $200)

Applies To Membership Groups

This is the most important piece to any price. It controls which groups of customers can see & 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 price to $120
• Add the "Public (Non Members)" group to this "Applies to Membership Groups" dropdown

Membership Discounts

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

Click "Add another price", and:

• Set the price to $50 (or the discounted price of your choice - it can also be free)
• Add the specific membership group in the "Applies to Membership Groups" dropdown. Make sure the "Public (Non Members)" group is not present here.

This concept is so important, that it's worth stating twice.

Customers will only have access to prices and services that you've configured here. If the Public (Non Members) group does not have a price for this package, they will not be able to buy 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. 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.

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.