Bundles allows you to group together services and sell them to your client for a set price, those services can then be redeemed at any time. 

This is ideal for practitioners who might be offering a pre-purchase of multiple consultations such as a 5 Follow Up Bundle.

But I already have Packages, what's the difference? Packages is developed with a very strict timeline of when the services can be redeemed. This is ideal for practitioners who might be offering a Weight Loss program that involves your client paying a weekly amount and receiving a weekly consultation . If you feel Packages may suit your use case better, click here.

To begin creating a bundle, please follow the below steps closely. 

1) The bundle must have an inventory item created first. Go to Inventory -> Items -> Add New.  Add the name of your bundle to the inventory as below image. Select Save. 

For example:

Item Name = e.g. 5 Follow Up Consultation Bundle

Category = Service

Supplier = your business name

Tax Setting = as per your business

Cost = 0

Sell = e.g. $380 

Type = Bundle

2) To create a bundle, go to Inventory -> Bundles -> Add New

3) Name the bundle, this is seen by clients

4) From the item drop down, select your Bundle from the inventory. If your item isn’t showing, this means the item hasn’t been set up correctly. Refer to step 1 to ensure TYPE needs to be set as BUNDLE.

5) Click the Add Service from the top action bar

6) Choose what services are included and quantity -> click add -> SAVE

7) To add your client to this bundle, select a patient ->Create Invoice -> Search for the bundle name -> add to invoice -> process payment. The entitlements as part of the bundle will not be available until the invoice is FULLY paid.

8) Once paid, you can see what entitlements your clients have left to use from Report Centre -> Consultation Reports -> Entitlement Report, this report will show patients entitlement balance for services they have a bundle entitlement to.

An entitlement is deducted at the time of invoicing for the service NOT at booking, to redeem an entitlement:

To redeem an Entitlement : Go to Diary -> Click appointment -> Invoice -> Payment -> Record payment of $0

The client must book for the exact service that they are entitled to, for their booking to count against the bundle. 

Please note: Currently Bundles are not available to purchase through online booking, however, services can be redeemed by booking the correct service via online booking.