Create, sell, and redeem packages

Step-by-step guide

1. 1Open Packages and create a package with a clear name, expiry policy, and package terms.
2. 2Add each included service with the number of sessions the client receives.
3. 3Set the recognition value for each included service so the total package value matches the package sale price.
4. 4Assign liability and revenue account codes now so future Xero mapping stays clean and consistent.
5. 5Save the package and keep inactive packages archived instead of deleting them when clients may still hold balances.
6. 6Open a client profile to sell the package, then record either the full payment or a partial payment collected today.
7. 7Review the client package card to confirm sessions remaining, outstanding balance, and liability remaining before the first visit.
8. 8When the client attends, open the appointment, go to Package redemption, and choose the matching package entitlement.
9. 9Use Complete + redeem only after the service has been delivered so liability is reduced and revenue is recognized correctly.
10. 10Monitor outstanding balances and expired packages regularly so finance and front-desk teams stay aligned.