This article walks you through creating and managing packages. You will learn how to set up a package, add products to a package, and customize visibility settings for customers, including options to hide product breakdowns and pricing.
The article demonstrates how pricing updates automatically as products are added to packages, and how to manage these settings within a booking.
"Packages" is a great feature to enhance your customer offering and ease of managing accounts. There are three main use cases for packages. You may want to use Packages for one, or a mix of the below.
Ease of Adding Products to Bookings - At a simple level, Packages allows you to bundle products together and add multiple products to a booking in one easy step.
Hiding Pricing From Clients - The packages feature allows you to present one main Package and price, but hide the detail of the products and prices that make up the package.
Accounting - If you use an accounting integration, packages allow you to manage accounts more easily by breaking down Packages to different account centres.
* If packages are not enabled on your account, please contact support.
Setting Up Packages
To set up packages, go to settings, Products and Packages, and click + Add New to set up a new package.
Set a category for the package, give it a name, and any description you want; the description is visible to the customer.
At the end of the setup page you can decide how you want to manage packages.
1. Tracking - If you have a Xero integration, you can decide it you want to use the Tracking feature between BriteBiz and Xero and track to different cost centres in Xero.
2. Display Products - Can be set to show or hide products to your clients. If set to hide, your clients will see no product details in the client portal (just the overall package name and price).
3. Categories and Prices - If you choose "Show" for Products, you also get the option of whether you want to show Categories and Prices.
When you click create you will be able to see all the details in the package you just setup.
Adding Products To Packages
Next, you need to add products to packages. Just click + Add and add as many products as you want to the package and the pricing will automatically update.
The package total will update at the top. See below for an example of three products being added.
Adding Packages To A Booking
When Packages are activated on your account, you have a new option to add either Products or Packages to your booking. You can edit all the details from the Package Name to the description.
You can also view and edit all of the individual Products in a booking. The Portal setting can also be changed for each individual booking.
💡 This would be a good time to test how different Portal Display settings work in a client portal.
Depending on what you select, you will display;
Package Name Only (with Price)
Package Name plus Product Name
Package Name plus Product Name plus Product Price
Accounting Integrations
For BriteBiz users with an accounting integration (QuickBooks or Xero), the package feature allows you to show just packages to the customer, but also break down the invoice by line item in your QuickBooks or Xero invoice.
When you click + Invoice, you will see the invoice is broken down by individual line items. The image below is with a Xero integration and also includes tracking.
