Packages and Templates

Overview

Packages are session bundles sold to clients, such as 10 sessions, 20 sessions. Templates help you create standard packages for easy reuse.

How to Access

• Templates: Dashboard > Quick Actions > "Manage Templates"
• Sell Package: Dashboard > Quick Actions > "Sell Package"
• From Client page: Tap "Sell Package" button

Package Templates

Templates are pre-defined package blueprints.

Benefits of Templates

• Sell faster - Select from list instead of filling in every time
• Consistent pricing - No need to remember prices
• Assign to clients - Linked account clients will see templates you assign

Creating Templates

1. Go to "Manage Templates" page
2. Tap "+ Create Template" button
3. Fill in information:

1. Tap "Save"

Editing Templates

1. Go to "Manage Templates" page
2. Tap the template to edit
3. Edit information
4. Tap "Save"

Enabling/Disabling Templates

1. Go to "Manage Templates" page
2. Toggle the template switch
3. Status changes immediately

Note: Disabled templates won't show when selling packages

Deleting Templates

1. Go to "Manage Templates" page
2. Tap delete button on template
3. Confirm deletion

Note: Deleting templates doesn't affect already-sold packages

Reordering Templates

1. Press and hold a template
2. Drag up/down to change order
3. Order saves automatically

Selling Packages

Step 1: Select Client

1. Go to "Sell Package" page
2. Tap to select client from list
3. Or search by name

Step 2: Select Package

Method 1: Use Template (Recommended)

1. Select "From Template"
2. Tap to select desired template
3. System fills information automatically

Method 2: Create Custom

1. Select "Create Custom"
2. Fill in information:
   • Package name
   • Number of sessions
   • Total price
   • Validity (days)

Step 3: Gym Share (Revenue Share)

1. Enter percentage gym deducts
2. Or enter amount per session
3. System calculates net income

Example:

• Price per session: 800 Baht
• Gym share: 30%
• Net income: 800 - 240 = 560 Baht/session

Step 4: Payment Information

1. Select Payment Status:

   • Pending - Not paid yet
   • Partial - Partially paid
   • Paid - Fully paid

2. Enter Amount Paid (if any)

3. Select Payment Method:

   • Bank Transfer
   • Cash
   • Credit Card
   • Other

4. Add Notes (Optional)

Step 5: Review and Confirm

1. Review summary:

   • Client
   • Package / Sessions / Price
   • Gym share
   • Net income
   • Payment status

2. Tap "Sell Package" button

Managing Client Packages

View Client Packages

1. Open client detail page
2. Tap "Packages" tab
3. View all packages

Package Information Displayed

• Package name
• Sessions - Used/Total
• Status:
  • Active - Currently usable
  • Expired - Past expiry date
  • Completed - All sessions used
• Expiry date
• Progress bar - Shows usage

Session Deduction

• Deducted automatically when session is Completed
• Not deducted when session is Cancelled
• Deducted/Not deducted on No-show per your policy

Assigning Templates to Clients

For clients with linked accounts:

How to Assign

1. Open client detail page
2. Scroll to "Assigned Templates" section
3. Tap "Assign Template" button
4. Select desired templates (multiple allowed)
5. Tap "Save"

Effect of Assignment

• Client sees assigned templates when purchasing packages
• Client can purchase through the app
• Helps control prices and packages sold

Package Reports

View All Packages

1. Dashboard > Quick Actions > (or from menu)
2. View all sold packages

Filter List

• All - All package statuses
• Active - Currently active packages
• Expired - Past expiry date packages
• Completed - Fully used packages

Tips for Using

1. Create multiple templates - e.g., 5 sessions, 10 sessions, 20 sessions
2. Set worthwhile prices - Larger packages get lower per-session price
3. Set expiry dates - Encourage clients to train regularly
4. Set Revenue Share in templates - No need to fill in every time
5. Assign templates to clients - Let clients purchase easily

FAQ

Q: Package expired but sessions remain?

A: Expired packages cannot be used. Must sell a new package.

Q: Can I change price of sold package?

A: No, sold packages have locked prices. Template changes affect future sales.

Q: Client has multiple Active packages, which one is used?

A: System deducts from package closest to expiry first.

Q: What is Revenue Share?

A: Gym's share deducted from your income. e.g., If gym takes 30% of 1,000 Baht, you receive 700 Baht.

Q: Can I delete sold packages?

A: No, but can change status to "Completed".

Related Topics

• Managing Clients
• Managing Sessions
• Finance and Income
• Dashboard