STX Cloud: Packages

Service Packages

A package allows the business to schedule and sell multiple appointments in one visit or over time, at an equal or discounted rate. To create a package go to Setup> Setup Services> Setup Service Packages.

Schedule a Service Package

  • Go to the Appointment Book

  • Click Find Appt

  • Complete required fields 

  • Select a Package from the Service List, adjust workers as needed

  • Click Search

  • Select a Time

  • Click Schedule Appointment

Sell a Service Package

  • Go to Check Out

  • Click Other

  • Select a Package from the Package List  

  • Click Add to Ticket

  • Complete Payment

View a Client’s Service Package Remaining

  • Go to the Clients

  • Search for the client

  • Click Accounts tab

  • View Packages, Amount Unused & Unused Value


Use a Client’s Service Package Remaining

  • Schedule a service for the client that matches the service package

  • Checkout the appointment

  • Receipt will show Prepaid Package applied to the receipt

  • Apply any Payment to close ticket -or- ticket will auto-close at midnight

STX Software