Med spa package management for prepaid treatment series
Packages are how aesthetics gets paid up front for a course of treatment — six laser sessions, a peel series, a syringe bundle. The risk is not selling them; it is losing track of what has been redeemed.
- Prepaid series with a fixed number of sessions or units
- Redemption tracked per visit with remaining balance on the record
- Expiry windows and grace periods enforced automatically
- Deferred revenue reported separately from delivered revenue
- Transfers between family members where you allow it
How it works in the clinic
- Step 1
Build the package
Choose treatments, session count, price and expiry terms.
- Step 2
Sell it
In clinic or online; the entitlement lands on the patient record.
- Step 3
Redeem and rebook
Sessions draw down at checkout and the next appointment in the series is scheduled.
Inside the feature
Sold once, tracked every visit
A package creates an entitlement on the patient record. Each treatment draws it down at checkout, so the count on screen is the count that is left.
Expiry without disputes
Terms — validity window, grace period, refundability — are attached to the package at the point of sale and shown to the patient, so the rules are agreed before the argument.
Revenue recognised when delivered
Package sales sit in deferred revenue and convert as sessions are delivered, so a good sales month is not mistaken for a good clinical month.
Series that stay on schedule
Course intervals are scheduled from the treatment itself, so a six-session series is actually booked out rather than half-forgotten after session two.
Frequently asked questions
- Can packages cover multiple treatment types?
- Yes. A package can bundle different services or be denominated in units or currency credit.
- Do packages expire?
- You set the validity window and grace period per package, and expiry is enforced automatically at checkout.
- Can a package be shared between family members?
- Transfers can be permitted or blocked per package, with the transfer recorded on both patient records.
Related features
One record, from booking to rebooking
Packages is part of Med Spa Management — booking, charting, inventory, consents, memberships and retention on a single clinical record.
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