Creating and Editing Packages

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Nutri-Q’s My Packages feature allows you to bundle multiple appointments or services into a single upfront package or allows clients to pay over time with a flexible installment plan. You can easily invite clients to purchase packages and book their included sessions directly through Nutri-Q's Appointment Scheduler. Learn how to create, edit, and delete packages below.

In this article:

Before you can create Packages, you must link your Nutri-Q account to Stripe so you can accept payments (read about linking your Stripe account here). Once you integrate your Stripe account, you'll automatically see a corresponding icon appear in your Nutri-Q menu called "My Packages."

 

Creating a New Package

  1. Click "My Packages" in the vertical Nutri-Q menu (if you don't see this icon, see Note above):

    You can also navigate to "My Packages" from your account settings page:


     

  2. On the "My Packages" page, click the green "+ Add Package" button:


     

  3. Fill in the details of your Package:

    Package Title: This is the title of your Package and will be visible to clients once they've been sent a package invitation.

    Package Description: Space to enter any details or instructions for clients related to your Package. This is your opportunity to let your clients know exactly what they are getting when they purchase this Package. For example, if the package includes multiple appointments, list which of your Appointment Types are included along with a brief description of each. You may also want to describe anything else included and ensure your client knows how to proceed with their first session.

    Package Price: Select your currency type and enter the total amount you wish to charge for this Package.

    Payment Type: Choose whether clients will pay one total price ("One-time") or pay over time ("Installment"). See the Creating an Installment Package section below for additional details on creating installment Packages.

    1. Billing Frequency: Choose how often you'd like the charges to occur.
    2. Number of Installments: Enter the total number of payments you'd like clients to be charged. The first installment is charged upfront.

    Total Sessions: This lets you set the number of sessions (appointments) included in the Package. Nutri-Q will automatically track Package progress when sessions are scheduled through the Nutri-Q Appointment Scheduler. Clients will be able to book the number of sessions set without having to pay additional fees.

     

  4. Click the green "Submit" button to save. You'll receive a pop-up confirming the Package was created successfully:

     

  5. To exit without saving the new Package, click the green "Cancel" button or click the gray "X" in the upper right corner of the box:



     

Creating an Installment Package (Payment Plan)

Use this feature to offer your clients flexible payment plans.

Follow the instructions above to start creating a new Package, then select the "Installment" option for the 'Payment Type' field:

Additional fields will populate:

  • Billing Frequency: Choose how often you'd like the charges to occur:
    • Weekly
    • Biweekly (every 2 weeks / 14 days)
    • Monthly
    • Bimonthly (every 2 months)
    • Quarterly (every 3 months)
    • Annual 
    • Biennial (every 2 years)
  • Number of Installments: Enter the total number of payments you'd like clients to be charged. Stripe charges the first installment upfront.
  • Installment Preview: After entering the Package Price, Billing Frequency, and Number of Installments, this will update with a preview of the estimated payment breakdown:

Example of a weekly payment plan:

 

Continue filling out all remaining fields and click the green "Submit" button to save. You'll receive a pop-up confirming the Package was created successfully:

 

 

Editing an Existing Package

  1. Go to the "My Packages" page (if you don't see this icon, see Note at the top of this page):

     

  2. Click anywhere on the Package tile you wish to edit:

     

  3. Now that you're on the Package Detail page, click the "Package Info" tab:


     

  4. Click "Edit Package Information": 

     

  5. The 'Update Package' window will open, where you can edit any field before clicking "Submit" to apply your changes. You'll receive a pop-up confirming the Package was updated successfully:

    Any changes will be updated in the Package Information section of Nutri-Q and in all pending client invitations for that Package.

 

Deleting a Package

  1. Go to the "My Packages" page (if you don't see this icon, see Note at the top of this page):

     

  2. Click anywhere on the Package tile you want to delete:

     

  3. On the Detail page, click the "Package Info" tab:


     

  4. Click "Delete Package":

     

  5. Click "OK" to confirm:

    If you attempt to delete a package after inviting one or more clients, you'll receive an error message:

    You must first delete the pending invitation(s) before Nutri-Q will allow you to delete the package. For instructions on how to remove a pending Package invitation, click here.