Packages and credits

Sell ten sessions. Know where all ten went.

Appointier is practice management software with a package ledger built in. Sell session bundles and credit wallets, redeem them at checkout, give sessions back on cancellation, and show every client their balance. On every plan, from $29 a month.

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14 days free. A card at signup, nothing charged until the trial ends.

A client's packages in Appointier, with balances and expiry dates

Two kinds of package, one ledger

Session bundles

Ten haircuts, a course of six, five massages. Each service in the bundle has its own count, and only that service draws it down.

Credit wallets

A client pays $500 up front and spends it on any service at the prices you set. One pool, every service.

Expiry on your terms

Set a validity in days, months or years, or none at all. An expired package is refused on the appointment date, not on the day someone notices.

Any site, or only some

Sell a package at every location or only the ones you list, with a different price per site. On Business, clients redeem at any of them.

From the sale to the last session

Sell it from the client's record

Sell it from the client's record

Pick the package, set the quantity, change the price if you need to. The sale is invoiced like any other and the balance appears on the client's record straight away.

  • Price, validity and locations are fixed at the sale. Later edits to the package never change what a client already bought.
  • Quantity, discount and a note on the sale
  • A numbered invoice, like any other sale
Redeem at checkout

Redeem at checkout

On the appointment, pay a line with the package. Appointier checks before it takes anything.

  • Refuses a package that belongs to someone else, expired before the appointment, or does not cover the service
  • Checks the balance before the session is taken
  • One line, one redemption, never counted twice
Cancellation gives the session back

Cancellation gives the session back

Cancel the appointment or remove the line and the redemption is reversed on the same ledger. The original entry stays, so the history reads straight.

  • Sessions and credits return to the balance
  • Nothing is edited or deleted
  • Who did what, and when
Adjust with a note. Void with a reason.

Adjust with a note. Void with a reason.

Comp a session, correct a mistake, or void a package that should never have been sold. Every change carries a note and the name of the person who made it.

  • A balance can never go below zero or above what was sold
  • A voided package can no longer be redeemed or adjusted
  • Every adjustment sits on the ledger with the rest

You see the liability. Clients see their balance.

On your dashboard

On your dashboard

What you still owe across active packages, how many sessions were redeemed this period against the last, and which packages expire soon, by client.

In the client portal

Clients sign in with an email link and see what is left on every package, so nobody has to ring and ask.

In reports

Package sales by package, and a utilization report that shows what was issued, what was used and what expired unused.

Included from $29 a month

Packages and credits are on every plan, including Solo. There is no per-package fee and no cut of the sale. The subscription is the whole bill.

Questions people ask about packages

Can one package cover several services?

Yes. A session bundle lists each service with its own count. A credit wallet covers any service at the prices you set.

What happens when a client cancels?

The redemption is reversed and the session goes back on the balance. The original entry stays in the history.

Can I change a package after I have sold it?

You can edit the package for future sales. Packages already sold keep the price, validity and locations they were sold with.

What if a package expires with sessions left?

It stops being redeemable on the expiry date, and the utilization report shows what expired unused.

Can I bring in balances from my old system?

Yes. Sell the package, then adjust the balance to what the client has left, with a note saying where it came from. Our free migration covers this when you move from another platform.

Can clients use a package at any of my locations?

You decide per package: any location, or only the ones you list. Each listed site can have its own price.

Never argue about sessions left again

Start a 14-day trial, sell your first package, and watch the balance move.

Start your free trial