Package

1. Details

Activity Name

Enter a clear and descriptive name for the package.

Example: Mountain Adventure Package.

GL Code

Select the general ledger (GL) code for this package to ensure accurate revenue tracking.

Activity Description

Add a detailed description to inform customers about what is included in the package.

Example:

“This package includes a guided hike, an overnight stay in a mountain hut, and access to the required rental equipment.”

Special Instructions (Optional)

Provide any special instructions for participants (e.g., safety guidelines or required equipment).

You can enable the checkbox to automatically send these instructions to customers.

Photos

Add attractive photos (JPG format, recommended dimensions: 1440 × 960 pixels) to showcase the package.

2. Purchase Period

Define the dates during which the package can be purchased.

Example:

January 1 to March 31, 2025.

3. Purchase Restrictions

Prevent Purchases Within

Limit how close to the activity customers can purchase the package.

Available options include 1 hour, 2 hours, and more.

4. Pricing

• Price: Enter the amount customers must pay for the package.
  
  
• Example: $150.00
• GL Code: Select the general ledger (GL) code associated with this price.

5. Product Assignment

Associate the items included in the package.

Day Pass

Use the dropdown menu to select the activities included in the package.

Example: Guided Hike.

Rental Equipment

Select a specific equipment category (e.g., Snowshoes, Bikes, etc.).

Restrict Selection to Specific Equipment Types

Choose the specific equipment within that category that will be available.

Required Item

Specify whether reserving this equipment is mandatory.

Accommodation

Add the accommodation options included in the package.

6. Schedule Management

Create a Schedule

Once the package details have been configured, a schedule must be created to allow bookings.

Available Quantity per Time Slot

Specify the number of spots available for each time slot.

Example: 10 spots.

Recurrence

Choose one of the following options:

Do Not Repeat

Define a single activity period by selecting a start and end date and time.

Example:

• Start: January 1, 2025, at 9:00 AM
• End: January 1, 2025, at 5:00 PM

Weekly

Set up a recurring activity schedule by configuring:

• Start Date: January 1, 2025
• End Date: March 31, 2025
• Activity Days: Select the days of the week (e.g., Monday, Wednesday, Friday).
• Time Slots: Define the start and end time for each selected day.

Example:

• Start: 9:00 AM
• End: 5:00 PM

7. Save and Edit

Once the package has been configured, click Save to complete the setup.

You can return at any time to edit or update the package settings.