Packages allow you to group two or more individual products to sell as one product on the Itinerary screen. Packages can be used across reservations, retail and admission product types. If you are using our Membership module, you can even restrict packages so they can only be purchased by specific memberships if desired.


Step 1: Creating a package

  1. Open the Packages screen, then click Add. 
  2. Create a unique code for the package, no more than 10 alphanumeric characters long. 
  3. Specify the package name, e.g. 'Women's Retreat'
  4. Specify the number of default Adult and Child units for the package.
  5. Set the sell method - either internal, online or on request.
  6. Click Save, and confirm your changes.
  7. Once the package is added, you may highlight the row in the packages screen and update any additional details as needed from the available options.

    Field nameDescription
    Internal noteA description explaining more information about this package.Graphical user interface, application Description automatically generated
     
    Max placesThe maximum number of people that can be booked in this package.
    Allow multiple
    ActiveIf ticked, the package can be sold (provided the configuration is completed).
    Online nameOptional package name to display on your E-Commerce site or to agents booking online.
    Online descriptionOptional description to display on your E-Commerce website for this product.
    Agent accessSetting to decide if you will allow agents to book this package.
    Allowed membershipsRestrict this package so only specific membership customers can purchase it 
    Max commissionThe maximum amount of commission paid to an agent for the package  
    Max durationThe maximum duration for all components of the package to be completed
    Start dateThe date the package can be sold from
    Time of dayRestricts the package to only be available at certain times of the day
    Day of weekRestricts the package to only be available on certain days of the week
    Excluded datesBlackout dates for where this product cannot be purchased. 


Step 2: Set up package components

Once the package details are set up, you need to add the products that make up the package. These are called the package components.

  1. Highlight the package in the Packages screen, then click the Package components tab.

  2. Click Add, then select either the product, retail item or event from the respective droplist. You can only select one per component.

  3. Specify the grouping order for the components in the package as follows:

    Grouping orderOrder description
    PrimaryThis is always the first component in the package.
    Group 1-9 PrimarySubsequent products can be added in the order they should be booked into primary groupings. E.g. Group 1 Primary, Group 2 Primary, etc (you can have up to 9).
    Group 1-9 Secondary
    Group 1-9 Tertiary
    		If the customer has a choice of products they can choose with each group, these can be specified (up to 3 max). The first product choice is set as the Group Primary, the second is Group Secondary, and the third is Group Tertiary.


  4. Specify the duration for the component you are adding. 

  5. Set the Adult and Child price option code associated with each product.

    The option code specified must be a valid Adult and Child option code associated with the reservation product in the component. If the option code does not exist, it will not create the package properly.   NOTE: If the price option has restrictions check they apply to the package too.  If not, use a different price option for the package. 

  6. Set the price for the component (this may differ from the price set up for the original product). 

  7. Click Save, then confirm the details. 

  8. Once saved, you can add additional details for each component in the right-hand panel as follows:

    NameDescriptionView
    Duration
    Display rule
    Time selection
    Min wait before    		The minimum amount of time the customer should wait between the previous package component and this one.
    Time selection
    Max wait before    		The maximum amount of time the customer should wait between the previous package component and this one.
    Time selectionChoose how the system finds an available time as:
    1. The earliest possible
    2. In the middle of the time restrictions
    3. The last time available within the restrictions 
    Fixed timesSpecifying fixed times for package component products that you operate: 

    You can set a fixed time for a package component in a 24-hour format, e.g. 10:00.
    Specifying fixed times for package components operated by an external supplier:

    SAME_AS_PRIMARY- entering this text will create the partner product at the same time as the primary component (which must be one of your own products).


    TimeOffset: XdXhXm. Examples:

    • TimeOffset: 2h30m – creates the partner product 2.5 hrs before the primary product time. 
    • TimeOffset: -2h30m - creates the partner product departure time as 2.5 hrs after the primary product time.

      The above options can be used in conjunction with the Package Time restriction, provided only one time is specified.

    • TimeOffset: -1d10h30m – where the ‘d’ parameter is used, it changes from an offset to a specific time on the offset day. So in this example, the external partner product will be created the day before the primary component, at 10:30 am, or the day after if you remove the - symbol.

    • TimeOffset: 2h59m – anything where the minutes are specified as ‘59’ can be configured to hide the time completely in the confirmation email. The partner product will be created at that time in the itinerary, but from the customer's perspective, there is no time specified.

     

  9. Save any additional changes, then test your new package out.