How to create a package
Go to My Students and open the specific student's profile.
Tap Add Package.
Choose the Schedule & Package: Tap the selection card to see all available offerings and package options, then select the one you wish to assign.
Adjust Details (Optional): You can optionally modify the price or the lesson count for this specific package.
Choose a Payment Method:
Credit Card: The student receives a notification to pay via Stripe. Credits remain unavailable until payment is completed.
Offline: Use this if you collect payment directly (e.g., cash or e-transfer). Check "Already paid offline" to activate the package immediately, or leave it unchecked if payment is still pending.
Tap Add Package. The student will then be notified.
What the student sees
Credit Card Payment: The student receives a notification to pay; credits are locked until the transaction is finished.
Offline (Marked as Paid): The package is active immediately, and the student can begin using credits.
Offline (Not yet marked as Paid): The package appears on the student's account, but credits are unusable until you manually mark it as paid.
Managing a package after creation
From the package detail page, you can:
Edit the package details using the edit button on the hero card.
Mark as Paid or Mark as Unpaid for offline transactions.
Send a payment reminder if the student has a pending balance.
View all lessons that have been booked with, or added to, that specific package.
Add an existing lesson that you've already taught (see below).
Adding a lesson you've already taught
If a student bought a package after some lessons had already happened, you can move those lessons onto the package so they use its credits.
From the lesson: open the completed lesson and tap Add to a package in the payment details. Choose the package and tap Add to package.
From the package: open the package and tap Add an existing lesson in the lessons section. Choose the lesson and tap Add to package.
Each lesson you add uses one credit from the package.
Which lessons can be added
The lesson must be completed. Upcoming lessons can't be added yet. Lessons are usually marked completed within a day.
It must be a private lesson that isn't already on a package. Group lessons and camps can't be added.
The package must belong to the same student, be active and paid, and have credits left. It doesn't need to be for the same schedule as the lesson.
Payments don't change. Adding a lesson doesn't change what the student paid for the lesson or for the package. If the student paid for both and you agreed on a lower total, handle the difference separately. For a card payment, refund it (see Refunding a Payment). For an offline payment, settle it with the student.
Made a mistake? Open the lesson and tap Remove from package. The lesson goes back to standing on its own and the credit returns to the package. You can't remove a lesson that was originally booked with a package credit. Cancel that lesson instead.
Good to know
Templates vs. Assignment: Package templates are created on the offering's edit page (under "Custom Packages" or individual pricing options). This process is for assigning those templates to a specific student.
Custom Pricing: You have the flexibility to adjust the price per student during the creation process.
Account Requirement: For credit card payments to work, the student must have an online profile.