Manage prepaid treatment packages without spreadsheets
The client says she still has two sessions left. Reception believes one. The data is in a note, a WhatsApp and a different spreadsheet.
This guide defines what software should register so that selling a prepaid package does not create future administrative debt.
What should you decide first?
Link the package to the client record and display used and remaining sessions, expiry, terms and permitted services or locations.
A prepaid package is a commitment to future sessions as well as today's payment.
011. A prepaid package is a future commitment
Payment for several sessions creates a future service commitment. Staff need a reliable balance and clear terms without reconstructing past appointments.
Keep session balances, expiry dates and terms in the client record.
022. Define what you can consume it
Define whether the package covers one treatment, a group of services or several locations. The system should apply those rules consistently.
Test session usage, rescheduling and balance checks at reception.
033. Connect prepaid package and schedule
Reception should see the remaining sessions when booking. Check when a session is deducted, especially if cancellation is possible before treatment.
Check package rules across locations and practitioners.
044. Measure expiry and recurrence
Packages may encourage repeat visits but leave unused balances. Review expiry dates, pending sessions and clients who stop treatment partway through.
Keep one reliable session balance
The client and reception should see the same remaining sessions. Otherwise, the software has merely digitized the disagreement.
Options worth contrasting for this case
It is not an automatic ranking. They are tools and comparisons related to the concrete intention of this guide.
Fresha
Fresha combines scheduling, client records, point of sale, inventory, marketing, loyalty and a beauty marketplace. Total cost depends on your team and the transaction-based services you use.
Read reviews →schedule + marketplace + paymentsBooksy
Booksy combines scheduling, bookings and payments with visibility in a beauty marketplace. It supports both daily operations and customer acquisition within one ecosystem.
Read reviews →Integral management for beauty and well-beingAgendaPro
AgendaPro is an operational suite covering appointments, clients, payments, inventory, marketing, WhatsApp, treatment rooms and multiple locations, with a focus on beauty and wellness.
Read reviews →Configurable online bookingsSimplyBook.me
SimplyBook.me offers configurable booking tools. Consider it when you want to customize bookings, payments, prepaid packages or memberships without adopting a full industry-specific suite.
Read reviews →Frequently Asked Questions
Does Booksy include prepaid packages?
Booksy publishes the prepaid packages among the functions included in its Spanish offer.
Does SimplyBook.me allow memberships?
Yes, your documentation includes memberships and loyalty programs as configurable functions.
Take the guide to your real case
Request a package demo covering expiry, session usage and exceptions.
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