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Sell packages, not just one-off appointments

Walk away knowing whether your business needs packages, and how to track, in your calendar or on a spreadsheet, each client's balance from day one to the final session.

6 lessons35 min readBookings and orders

A client asks if you can set them up with a package of sessions, and you say yes because it sounds good, without knowing whether it actually works for your business or just complicates your schedule. Someone else buys one, and two months later neither of you knows if they have three sessions left or none. The money's already in the bank, but the commitment is left hanging, with no date and no tracking, and that's where the awkward arguments start.

This course follows the order your questions will actually come up in: first whether selling packages makes sense for you, then how many sessions to include in each one based on how often your clients really show up, how much to charge without cutting into your margin, how long the package stays valid, and where you track each client's balance, in your calendar or on a spreadsheet, so you never have to guess. It wraps up at the moment a package runs out: what to offer next, based on how the buyer used it.

Who this course is for

This is for businesses that already have repeat clients and charge visit by visit. If yours is a one-time purchase with no follow-up, a package isn't going to fix anything for you.

What you'll walk away with
  • Decide whether your business should sell packages or keep charging visit by visit.
  • Work out how many sessions belong in each package and what to charge without cutting into your margin.
  • Set an expiration date for a package and keep track by hand, in your calendar or on a spreadsheet, of each client's balance without having to guess.
  • Choose what to offer once a package runs out, based on how the client used it.
Before you start

Have on hand what you currently charge for a single session and how often your typical client comes back.

The 6 lessons

In the order it makes the most sense to read them.

  1. 1

    Does a package make sense for your business?

    You'll walk away knowing whether your business is the kind that benefits from selling session packages or the kind that's just going to complicate your schedule, and what to look for in your calendar before launching your first one.

    6 min
  2. 2

    How many sessions to put in the package

    You'll know how to decide how many sessions belong in each package based on how often your client comes in, instead of picking a round number at random.

    7 min
  3. 3

    How much to charge for the package, without giving away your work

    You'll walk away knowing how to work out the package discount based on your real cost per session, not just what sounds good, and how to spell out the savings in dollars so it's clear at a glance.

    6 min
  4. 4

    How long is what you already charged still good for

    You'll know how to calculate a package's expiration date based on the real pace of your appointments, and what to do if the client doesn't use it all in time.

    5 min
  5. 5

    How many sessions each client has left, without guessing

    By the end, you'll track every package balance on a single spreadsheet, know exactly when a session gets deducted, and tell the customer in every confirmation, so they never have to ask how many they have left.

    7 min
  6. 6

    When a package runs out, don't renew on autopilot: check how they used it

    You'll know what to offer each client once their package runs out, the same one, a bigger one, or a single session, based on the pace at which they used it, and you'll have the message ready before they hit zero.

    4 min