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Setting up a Package

  1. Packages & Memberships
  2. Setting up a Package

    3. 10 min read
    Thrive Plan

đź“Ł Please note that Packages are a part of our Thrive Plan. For more info on the different plan options in Jane, check out our Pricing Page.

Packages are a great way to provide additional incentives to your clients to maintain a regularly scheduled healthcare routine, while offering discount to sweeten the deal.

In this guide, we’ll cover the following:

For all our packages and membership guides, check out our hub page.

 

What is a Package?

A package is a non-recurring, one-time purchase that provides a patient with discounted access to a set number of sessions. Packages are valid for a limited amount of time and can include multiple types of treatments.

At this time, packages can not be used to redeem for product purchases (only for treatments or classes) or be set to automatically renew on a scheduled basis.

đź“Ł Heads up: We always recommend checking with your regulating body to ensure this feature allows you to follow your local guidelines.

 

Setting Up a Package

To get started with setting up a new Package, a staff member with Administrative/All Billing or Full Access can head to Settings > Packages & Memberships and click New Package.

From here, you can customize the package details:

📍 Name: The package’s name. Keep in mind that this will be used for both internal use and on client-facing documents.

📍 Package visible on the booking site: Check this box if you want patients to be able to purchase this package online. Please note: You’ll also need to enable Online Package Sales for your clinic. For more information, check out our guide on Online Package Sales.

📍 Description: If you’re making this package available online, you can add an optional description.

📍 Treatment Quantity: The number of “uses” or “punches” that are available to be redeemed for this package.

đź“Ť Treatment: Which treatments this package can be redeemed for. The options in the Treatment dropdown menu are based on the existing Treatments and Classes that you have set up for your clinic.

In the case of an Acupuncture 10-Pack, we want to specify that this package is good to be redeemed for either an initial or a subsequent treatment.

Jane will display the length of time and default price that has been set for those items.

Next to each eligible item are two columns:

đź“Ť Additional Charge: The payment you want to collect from your patient for this treatment. The most common style of package is where a patient pays the full value of the package upfront, and there is no additional cost per appointment. In this case, you would want to set this field to $0.

If you prefer to charge the patient $0.00 upfront and collect a discounted payment per session, you would enter that discounted session amount in the Additional Charge field.

📍 Staff Compensation: This field shows the base value of a single session on a staff member’s Compensation Report, before commission is applied.

Packages are often priced at a slight discount to reward patients for paying upfront, which means the per-session value can end up a little lower than a standalone appointment.

Here’s a simple example: say a single treatment is normally $110. A patient buys a package of 5 treatments for $500 upfront, saving $50 total. That works out to $100 per session.

When it comes to calculating commission, clinics can choose how they want to handle that difference. Some prefer to base commission on the original rate of $110 per session. Others prefer to use the discounted rate of $100. This field lets you set whichever value reflects your clinic’s compensation model.

đź“Ť Price: This is the price of the package that patients pay upfront.

📍 Taxes & Price Includes Tax: If the package sale is taxable, check off the applicable taxes. You’ll also want to specify whether the amount you entered is before tax or already inclusive of tax.

đź“Ť Income Category: This is where you assign an income category to the package sale itself. A couple of things worth knowing here:

  • The category you choose applies to the upfront package purchase.
  • The sessions redeemed from the package will follow the income category set under Treatments & Classes > Edit, not this one.

In the example below, we’ve set up a package called “Acupuncture 10-Pack.” It’s priced at $500.00 upfront, non-taxable, and assigned to the Treatment Income category.

đź“Ť Expiry date: How long the package is valid for. After the package expires, it is no longer available to be redeemed (even if there are uses remaining). Leave the checkbox blank for a package with no expiry.

📍 Automatically Redeem Online: When this is turned on, Jane will automatically apply a patient’s available package to their appointment when they book online. It’s a small but handy time-saver for your admin team.

And that’s all there is to it! Once the package has been created, you can begin to Sell and Redeem Packages for your reference.

Additional Setup Examples

To help bring the Amount, Additional Charge, and Staff Compensation fields to life, here are a few real-world examples of how different clinics might set up their packages.

Example 1: Pay upfront for a set number of sessions at a discounted rate

This is the most straightforward version of a package. In this example, a single chiropractic adjustment is normally $50.00. The clinic is offering a package of 10 sessions for $450.00 upfront, which works out to a $5.00 discount per session.

  • Amount: $450.00 (the full upfront payment)
  • Additional Charge: $0.00 per session (already paid)
  • Staff Compensation: $50.00 per session (based on the original rate)

The patient gets a receipt for the upfront payment. Each subsequent session shows a $0 receipt.

Example 2: No upfront payment, pay the discounted rate at each session

Same discount, different payment timing. The clinic still wants to offer $5.00 off each of 10 chiropractic adjustments (normally $50.00), but prefers to collect payment session by session rather than all at once.

  • Amount: $0.00 (nothing collected upfront)
  • Additional Charge: $45.00 per session (discounted rate collected at each visit)
  • Staff Compensation: $50.00 per session (based on the original rate)

The patient gets a $0 receipt when the package is first invoiced, then an individual receipt for each session showing the discounted price of $45.

Example 3: Buy some, get one free

The clinic wants to offer a “buy 9, get 1 free” style deal. A standard appointment is $60.00, so a package of 10 sessions is priced at $540.00 upfront (saving the patient the value of one session).

  • Amount: $540.00 upfront
  • Additional Charge: $0.00 per session
  • Staff Compensation: $54.00 per session ($540 divided by 10)

In this case, the clinic chose to base commission on the after-discount rate rather than the original rate.

Worth noting: this setup is very similar to Example 1. The “get one free” framing is really just a different way of communicating the same kind of discount to patients. Nothing special to configure on Jane’s end!

Example 4: Full price for the first few sessions, then a reduced rate after that

This clinic offers an unlimited monthly pilates package. The first three sessions are full price, but any session after that is just $5.00.

A single pilates class is $25.00, so three sessions would normally cost $75.00. The patient pays $60.00 upfront and $5.00 each time they come in. After their third visit, they’ve covered their upfront cost and any additional sessions that month are only $5.00.

  • Amount: $60.00 upfront
  • Additional Charge: $5.00 per session
  • Staff Compensation: $25.00 per session (full rate)
  • Treatment Quantity: Set to a large number (like 50) to allow unlimited use within the month

Example 5: Multiple session types, with a surcharge for certain appointments

This clinic offers a Multi-Massage package for $360.00 upfront, usable across 6 sessions for either the 30, 45, or 60 minute massage options. It’s a great fit for patients whose preferred session length varies visit to visit. The clinic has also added a $10.00 surcharge for 60-minute appointments redeemed through the package.

  • Amount: $360.00 upfront
  • Additional Charge: $0.00 for 30- and 45-minute sessions and $10.00 for 60-minute sessions
  • Staff Compensation: $60.00 for 30- and 45-minute sessions and $70.00 for 60-minute sessions

If you have questions about setting up your packages, we’re happy to help. Just send us a note at [email protected] and we’ll point you in the right direction.