Service Bundles
Service Bundles can be used to offer discounted treatment packages to your clients. For example you may want to offer a package that consists of 6 Massage Therapy sessions and price it 10% (or whatever you decide) lower then purchasing them separately. Massage manEdger will allow you to invoice your client for the bundle, it will record the purchase in your client's account and will then let you charge treatments against the bundle. The system will also monitor and track the activity against the Bundles on a client by client basis.
Here's how it works...
Creating Service Bundles
1. Navigate to Website Control >>> Clinic Settings
2. Click the "Bundle" Tab
3. On the resulting page complete the appropriate fields to define the Service Bundles you wish to offer.
- Code - This is a unique Bundle identifier that you will use throughout the administration area of the system. You have up to 6 characters to use as the bundle code. All bundles in the list should have their own unique code.
- Description - This is a more verbose description of the Service Bundle that is used to describe the bundle line item when creating a client invoices. All bundles in the list should have their own unique service description so that they can be identified from each other when more then one is listed on a client invoice.
- Price - This defines the amount that you charge for the bundle. The system uses this when creating client invoices.
- Services - This allows you to define the services that you want included in the bundle. Use the drop-down menu to select the service and the"Qty" field to define the quantity of each. The green "plus" icon will allow you to enter another service into the bundle if desired.
4. Click the "Save" button. The bundle will be added to the system and a new entry row will appear.
Your bundles will now be available for you to offer your clients.
Invoicing Bundles
Once you have entered bundles into your system they can be sold and invoiced to your clients. Here's how it works...
1. Navigate to "Client" --> "Accounts" and select the client from your client list.
2. On the resulting page select "Bundle" from the "Service Group" drop-down (near the top of the invoice).
3. Using the drop-down inside the invoice item row, select the bundle you wish to invoice. This will complete the item row.
4. Click the Green "Plus" icon to enter the item onto the invoice.
5. Click the "Post" or "Post & Print" to enter the invoice into the system.
The bundle will now be recorded in the client's account.
Invoicing Treatments against a Bundle
Now that a bundle has been sold to your client, service treatments can be invoiced against the bundle. Here's how it works...
1. Prepare the invoice for the treatment as you normally would.
2. From the "Payment Method" drop-down select "Bundle". This will cause a second drop-down menu "Bundle" to appear. This will contain a list of bundles that have been sold to this client that contain the service being invoiced for.
Note: If a bundle containing the service item is not found in the client's account, the drop-down list will be empty.
3. Select the bundle from the "Bundle" list that you wish to charge against. This will cause a second line item to be entered on the invoice which will detail the number of treatments used and the number remaining on the bundle. It will also cause the invoice balance to be $0.00.
4. Click the "Post" or "Post & Print" to enter the invoice into the system.
The treatment will be recorded against the sold bundle. Details of each bundle can be tracked in the "Sold Bundles" report.
