Spa and Salon Management Software Resources

Hi Sharon! This can be done by having an admin filter and export the client list. You can use the filter on the Clients page to create a list of clients who have no future appointment, had their last appointment during a set time period, etc. After you’ve filtered for this information you can export this list. As always, if you need any further guidance with this, please reach out directly in chat support. 😊

To create a service package, you first have to create the individual treatment as it's own service. To do this, go Admin>Services>Create New Service, then you would fill in everything just like a normal service but just for the single treatment (Note: You are later going to create another service for the package, then fill the package with X amount of the singles). Once you have everything set, created (keep in mind that treatment commission comes from the individual service, so make sure you set that if you need it also), create the service, then go back to the main service page and click "create new service" again, this time it's going to be for the package. Set the package name "LHR- Upper Back 6" for example, set the cost of the package or anything else that applicable for the package. Then at the bottom before you create the package, go to the bottom for the service package area, click +add item to package. Inside that pop up, you're going to select the SINGLE version of the treatment that you previously created, then add however many are included in the package. In our example, we would select "LHR Upper Back Single" then select 6 in the drop down to fill this package with 6 single sessions. This does not affect the cost of the package, the 6 is merely to keep track of how many the client has received vs how many they have remaining, also for treatment commission for each session.

You would go to Admin>Book Now Settings, then next to Copy Button Link you would copy the URL link, then paste into your website.