Create & Edit Package

Create & Edit Package

In this article, you’ll learn how to create a package and make any changes to that in your Membroz account. You can add and edit packages one by one or all at once.

Understanding Package:- When two or more services are booked together & used at once is called a Package. Service must be created before adding a Package.

Steps to create a package:

Step-1. In the Organization Menu select ‘Service & POS’.

Step-2. Navigate to the ‘Package’ option.

Step-3. After selecting the ‘Package’ option, click on the ‘Add Package’ button.

Step-4. Enter all the mandatory information marked with (*). You can continue adding more information as per your need.

Step-5. Click on the ‘Submit’ button.

Step-6. To see the added package, open the ‘Package List’.

Step-7. Click on Package Number, and ‘Add Item’ to the package.

Step-8. Click on ‘Payment Terms’ and select the payment item. Enter all the payment info and click on the ‘Save’ button.

Step-9. Click on Product to ‘Add product’ to your package and click on the ‘Save‘ button.

Step-10. Click on Service to ‘Add Service’ to your package and click on the ‘Save’ button.

Here we have added 4 services in a package. You can add more services as per your requirement.