How to sell a package and book against it

What it's for

This is the core prepaid flow: a student buys a package (a session pack, for example), which gives them credits — then you book sessions by redeeming those credits. Buy first, book against it.

The two steps: purchase, then book

Packages are prepaid, so there are two steps — first sell the package (which gives the student credits), then book sessions that draw from those credits.

Step 1 — Sell the package (Purchase Package)

1. Open Quick Actions (the button in the top bar, or press ⌘K) and choose Purchase Package.
2. Select the student, then the package to sell.
3. Review the details (sessions, validity, price) and choose the payment method (Pay in Full, Installments, or Recurring, per the package).
4. Confirm and take payment. The student now holds package credits.

Step 2 — Book against the credits

Once the student has credits, book sessions in the normal Book a Session wizard (Schedule → Classes → Enroll):

1. Program and Student — choose the program and the student who holds credits.
2. Options — because the student has credits, you can book using them (no new payment). The booking consumes a credit.
3. Sessions — pick the session(s); each booking uses one credit.
4. Confirm — complete. The credits cover it.

The Options step reminds you of this: *"Need a package or bulk sessions? Use Quick Actions → Purchase Package to buy session packs, then come back to book."*

Tips & limits

• Purchase first, then book — you buy the package via Quick Actions, then redeem its credits in the booking wizard.
• A student can hold multiple packages; each booking draws from their available credits.
• Packages (and their prices/payment methods) are defined in Catalog → Packages & Plans.
• When credits run out, sell another package or book a drop-in.

Related articles

• How to create a session pack
• How to book a membership
• How parents and adult students book sessions