To add a package, go to setup > packages > '+ add new package'
Add the name of the package and perhaps a description. Add the price by entering the amount in the box including the correct VAT rate. It is possible to break down the amount into different VAT rates.
Click continue to set up the package.
Set up a package
Single products
Add single products if you would like to add products that are not linked to an activity but to the full day (e.g. room rental or a beamer). Up-sells/suggestions that are presented to clients as suggestions can also be added here.
Activities
Below the package name and descriptions, you can set up the package content. Here you create the programme (schedule) of the package by adding activities.
An activity is a part of an event, such as a guest arrival, coffee break, lunch, or meeting. For each activity, you can set the start and end time, specify the number of guests, and assign a location.
Click on "+ add activity" to create a new activity.
Example activity:
Products
The activity can now be filled with products that will be consumed/used during the activity. It is also possible to add up-sells/suggestions, these products - if set - are offered as suggestions to clients in the request for proposal tool or in an interactive quote.
Product price included / excluded
When products are added to a package (to an activity or as single products), the button below is displayed.
If the included/excluded button is shown green (included), the product price is in included in the package price. If you turn off this option (excluded), the price of the product will be added on top of the package price. Examples of this are room rental or other facilities or products that are obligatory to purchase or rent.
Available for event types
Select the event types that are suitable for the package. Don't select an event type if this package is available for all event types.
Available for locations
Select the locations that are suitable for the package. You can indicate the costs for each location in combination with the package (this can be done at setup > locations). Don't select any locations to make this package available for all locations.
Available for group size
If the package is only suitable for a certain number of guests, set the minimum and maximum number of guests yourself. Subsequently, if the number of guests during a request varies, the package will not be shown. This is also useful if the price structure of your packages depends on the number of guests.
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Tip: We recommend to always have a package available for any group size so you can be sure something is offered to the client in the request for proposal widget.
Fixed package price
Select the option 'the price of this package is not linked to the number of guests' to set a fixed package price instead of a price per person.