Set up your package types

The products you sell — how many classes, for how long, with which rules. Most billing questions are decided here.

A package type is a product in your catalogue. Almost every "why can't I do this?" question at the counter traces back to a decision made on this screen.

Where

Settings → Configs → Package Types, then Add package type.

The basics

• Name — what staff pick at checkout.
• Receipt Name — what the parent sees on their receipt, if it should read

differently.

• Category — how the package behaves. Credit-based (a pool of classes),

class-based, term, monthly, time-based, or trial.

• Total Classes — how many the family gets.
• Price (RM) — the catalogue price, before tax.
• Validity — how many days it lasts.
• Student Type — which segment it is sold to. This is what filters the list

at checkout.

• Weekday Only — whether it can be used at weekends.
• Active — whether it can still be sold. Retiring a product means

deactivating it, never deleting it: sold packages must keep their type.

The rules that cause the questions

These decide what staff can do afterwards, so set them deliberately:

• Freeze allowed, and the maximum days — whether this package can be paused.
• Extension allowed — whether its expiry can be pushed out.
• Replacement allowed, and whether it needs approval — make-up classes.
• Burn on absence — whether a missed class costs a credit by default.
• Can change enrollment — whether the family can move class.
• Multiple classes per week — whether one package can fund two seats.
• Max students — more than one makes it a family package, shared between

siblings from one pool.

• One per student — for trials and welcome offers that should not repeat.

Term and monthly packages

A term package binds to a term schedule — the fixed set of dates the term runs — so its start and expiry come from the term rather than from whoever keyed the sale. Set the term up first: Term schedules.

Advice on the catalogue itself

Keep it small. Every extra product is another thing to price, map to your accounts, explain to staff, and get wrong at the counter. Most academies need fewer package types than they think — three or four shapes, sold to different segments, rather than twenty near-identical ones.

Related: Sell a package · Set up your student types · Map your packages to your accounts.