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Create and sell Packages!

Package Activities feature allows you to take your bookings to the next level. Packages give you the possibility of selling two or more of your activities together, as a pack. Clients will directly book for two or more activities at the same time, within your own catalogue.  

In order to start selling Packages, make sure you've already created two or more Activities.

Then, let's go to Inventory -> Packages.

 

First, you will have to fill in the name, description and location of the Package.

Once you've done this, you can either fill in the additional information, or start adding activities to your Package:

Screen_Shot_2017-10-25_at_13.25.47.png

 

When you click on "Allocate Activities", read through the welcome information and create your Package matrix:

Screen_Shot_2017-10-25_at_13.27.06.png

 

Each row it's a different package.

To start adding activities, click on Add Activity in the first column: select the activity from the pop-up.

Then, add the schedules you want for that Package (in case you have more than one); the number of times you want the activity to be offered in the Package, and the price you will charge for it all:

 

 

By selecting "3 times" it means that the final client will have to choose an activity three times (ex. 3 times Rafting activity inside River Package).

If you want your clients to have different schedule options, you can click on Add Schedule or Add All Schedules below the activity you just added, to offer the same activity, but at different times. 

If you want to create another version of the same package (ex. Package for Kinds and for Adults), click on Add Package Option, following the same steps, you will have another Package Option created.

Screen_Shot_2017-10-25_at_13.31.24.png 

Restricted Packages

When creating a package you'll see the checkbox "Restricted option?". 

By selecting this option you're telling us that the activities in the package can't coincide in time so, when booking the first option the user selects will block off that time for the other activities. 

For instance, If I have a 3H activity on my package starting at 10AM, the user won't be able to select the next activity before 1PM. 

If you don't select it, the end user will be able to book each activity whenever he considers. 

How to configure Custom Fields For Packages 

Inside a package we can have different types of activities for which we may need different information, or the same information for more than one activity. 

Custom Fields in TrekkSoft are ready for this: when creating them, you need to allocate them to the necessary activities, and if you need to ask for the same info in two different activities, you only need to select this option:

Screen_Shot_2017-10-25_at_13.37.55.png

 

Booking Packages 

Now, just go to your website and test the newly created package:

Select the package you just created to start the booking.

As you can see in the following video, the client will first see which activities are allocated to a package. He will even be able to get to the activity page by clicking on them.

The client will have to select three different days/times for the activity we set up for doing it 3 times.

Then, they will proceed to the Guest step of the Booking Process, as if that would be for a standard Activity.

 

 

Partner Packages

You can now create packages including your partner's activities. 

The creation of the package will be exactly the same. 

What you need to have in mind is how you're sharing your activities: only activities set up with Net Rates will work for packaging. 

When selling them:

 - The seller will see the sold package normally in the Bookings Overview

Screen_Shot_2017-05-04_at_17.04.05.png

 - The activity provider will see the activity sold by the seller as a booking for a single activity, not a booking:

Screen_Shot_2017-05-04_at_17.03.56.png

Both will show the same Booking ID. 

Under Reports, it will show on the Sales reports for the seller; and Partner Reports for the activity provider. 

 

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