Managing Package & Membership Templates

Manage and organize your Package or Membership templates in Noterro to simplify recurring payments and sell services in advance. This guide provides instructions on how to add, edit, disable, delete, enable, and duplicate these templates.

Adding Package & Membership Templates

Follow these steps to add a Package or Membership template:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the dropdown menu.
4. Scroll down to the Package & Membership section.
5. Click on Add New.
6. Choose whether you want to create a Package or Membership template.
7. Fill out the required information in the form.
8. Click Save to create the template.

Important Note: The additional charge on packages allows you to add a service that costs more, integrating it into the package.

For example, if you have a 60-minute service priced at $152.00 and a 90-minute service priced at $215.00, you can create a package or membership to include both. An additional charge is applied to the 90-minute service to include it in the package.

Editing Existing Package & Membership Templates

To edit an existing template, use the following steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the dropdown menu.
4. Scroll down to the Package & Membership section.
5. Locate the template you want to edit and click on the Three Dots.
6. Click Edit.
7. Make the necessary changes to the template.
8. Click Save to save the changes.

Deleting Package & Membership Templates

If you need to delete a template, follow these instructions:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the dropdown menu.
4. Scroll down to the Package & Membership section.
5. Locate the template you want to delete, and click on the Three Dots.
6. Click Delete.
7. Confirm the deletion by selecting "Yes Delete" when prompted. The template will be permanently deleted.

Important Note: You cannot delete a Package or Membership in use.

Disabling Package & Membership Templates

To temporarily disable a template, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the dropdown menu.
4. Scroll down to the Package & Membership section.
5. Locate the template you want to disable and click on the Three Dots.
6. Click Disable.

Enabling Package & Membership Templates

If you wish to enable a previously disabled template, complete these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the dropdown menu.
4. Scroll down to the Package & Membership section.
5. Click on Show Disabled Packages & Memberships.
6. Locate the template you want to enable, and click on the Three Dots.
7. Click Enable.

Duplicating Package & Membership Templates

To duplicate an existing template and save time, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the dropdown menu.
4. Scroll down to the Package & Membership section.
5. Locate the template you want to duplicate, and click on the Three Dots.
6. Click Duplicate.