The Package Purchases Add-on allows your clients to purchase packages themselves from a link that can be included in the Low Package Balance Alert email.
Enabling the Add-on
- Go to the Account & Settings tab and click on "Integrations & Add-ons"
- Use the search field on the right and enter "Package Purchases"
- Click on "Enable" under the add-on's section
Settings
Click on “Manage” to configure the add-on. On the settings page, you can customize the following:
- Link Text: The text entered in this field will be used for the package purchase link that you'll add in your Package Balance Alert email template. The default text is: "Purchase Package".
- Minimum Package Size: This setting allow you to specify a minimum quantity that will be used if the package quantity entered by the client is lower than the quantity of the client's last package.
- Pricing Method: This field allows you to set the price of the new package using either the billing settings on the student's profile or the price from their last package.
- Tax Method: Specify the tax method to be used and you can select between "Fixed" and "Last Package", which will use the tax method from the last package invoice.
- Tax Treatment: You can select the tax treatment for the invoice and the options are "Tax Exempt", "Tax Exclusive", or "Tax Inclusive".
- Sales Tax Rate: Specify the sales tax rate for the package invoice.
- Success Message: This field allows you to enter a message that will be displayed when a package purchase has been successful.
- Failed Message: This field allows you to enter a message that will be displayed if the client's payment has failed. You can include instructions for contacting your company to complete the purchase.
- Email Payment Receipt to Client: Enable this setting if you would like to email a payment receipt to the client after purchasing a package.
Usage
In order for your clients to purchase a new package through the Low Balance Alert Notification, you'll need to ensure you add the {PURCHASE-LINK} merge tag to the Package Balance Alerts email template.
Below is an example of how the process looks like when a client purchases a package through the Low Balance Alert Notification:
- Click on the "Buy Package" link in the Low Package Balance Notification.
NOTE: The "Buy Package" link text will be set to what you have entered in the "Link Text" field in the Package Purchases Add-on's settings page. - Enter your credit card details.
- Click on the "Buy Package" button to complete the process.
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