In this tutorial we will cover how to create your package and add on offerings to easily attach them to proposals and invoices for your clients.

To begin adding these to the system, select the “Templates” icon in the left-hand navigation bar and select “Package Templates” in the submenu that appears.

If there are any existing packages in the system, you will see these listed on the bottom half of this page. To the left of the package title, there is an “i” icon for further information about the package. If selected, you can see details about any add ons attached to this package.

Click on any of the package titles to view their details and edit them as needed. To create a new package, select the “Add Package” prompt in the upper left-hand corner of the screen.

Give your package a name. This will be the name that the client sees in the proposal template for this package. Add your price in the “price” field and any details about this package in the “description” field. Towards the bottom of the page you can set a tax type for this package.

If you need to edit a tax type or even create a new one select the edit pencil to the right-hand side. This will take you to the tax type list in your account. Here you can modify any of your tax types and create new ones.

Once the details of your package information have been filled out, we encourage you to add an image to this package directly on this page. This image can be pulled into proposals when you are building proposal templates. For the specific dimensions that this image requires, please refer to our article pertaining to image parameters.

At the top of the package, there are additional tabs that can be populated to provide additional details and booking options to this specific package. The “add ons” tab will allow you to apply add on suggestions to this package. Select “add package add on” to add one of your existing add ons to this package.

When creating your proposal template, there is an option for "allow add on select” If this is enabled, the add on suggestions that were added to your package will be displayed to the client.

If a client selects a package add on, the add on will be included in the package price.

The “fees” tab will allow you to add any additional fees to this package that you might need to include. To add a new fee, select the “new fee” button and populate the required information in the pop-up window. Fees are not included in the package price, but are calculated separately. Fees can be a percentage or flat rate.

The inventory tab will allow you to automatically apply inventory that is required for this package. Inventory is a great way to allocate required resources to a package that will need to always be booked with the purchase of this package. To add inventory to this package, search for your inventory item in the available search bar. Add the quantity needed in the quantity field beside this and select “add” to add this to your package. You can learn more about inventory in our inventory tutorial.

The last tab on the package is the “gallery.” This is a great place to add images of the package that can be visible to the clients and utilized in your proposal templates.

Once all of these tabs are populated, your package is ready for use! Click the “done” prompt in the upper left hand corner of the page to close out the package details. You can also select the additional options to the right of the “done” button to copy or delete this package entirely.

To create add ons, select the “Templates” icon in the left-hand navigation bar and select “Add-On Templates” in the submenu that appears. Similar to the package menu, you will see any existing add ons listed on this page. To edit or copy one, simply open one of them to review their details and proceed. To create a new add on from scratch, select the “Add Add On” prompt in the upper left-hand corner of the page.

The add on settings are similar to that of the package settings. Populate this page in the same way, but with information regarding your various add on offerings.

There is a “category” option on each add on. With this, you can start to group add ons into the same categories. An example of categories might be 'base' and 'premium'; where 'base' add-ons are your lower cost items and 'premium' add-ons are your higher cost items. Select the edit pencil here to create new categories.

You will see an inventory tab as well for each add on. Again, this is a great place to book resources that are associated with the purchase of this particular add on.