EMS - Creating New Experience Packages

EMS - Creating New Experience Packages

⏱ Estimated time: 8–12 minutes

👤 Role: Admin / Management

What you'll learn

  • How to group multiple services into a single priced package

  • How to configure online storefront descriptions and visibility

  • How to build selection menus for guest treatments

  • How to link packages to hotel rates and capacity bands

When should I use this?

Packages are the best way to bundle your offerings—such as a "Spa Day" that includes a facility session, a treatment, and lunch—into one standard price.

  • Key Logic: Packages pre-define the options available to the booker (whether over the phone or online) to ensure a consistent guest experience and accurate revenue tracking.

Before you start

Before creating a package, confirm:

  • Pre-requisite: You must have already configured your Capacity and Time Bands in the Resources section.

  • Analysis Codes: Confirm the correct financial code with your finance team.

  • Service Menu: Ensure all individual Experiences (treatments) that will be included in the package have already been created.

Step-by-step: Creating a Package

1. Open the Administration panel

Click Settings in the navigation menu to open the Administration area.

2. Navigate to Packages

Under the Experiences section, select Packages.

3. Add a new Package

Click + Add New in the top right corner.

4. Initial Setup

  • Name: Enter the name of the package (e.g. Indulgent Spa Day).

  • Description: Enter a detailed, enticing description. This is guest-facing on your Online Storefront.

  • Analysis Code: Select the relevant code for financial reporting.

  • Sites: Select the sites where this package will be available.

  • Save: Click Save to enable the configuration tabs.

5. Configure Package Settings

Navigate to the Settings tab. If you are multi-site and the rules are identical, toggle Same Settings for all sites.

  • Dates: Set the Start Date (and an End Date if it is a limited-time offer).

  • Show Online: Tick this to make the package bookable via your website.

  • Duration: Enter the number of days the package covers (typically 1 for a standard spa day).

  • Max Guests: Set the maximum number of guests allowed per individual booking.

  • Hotel Integration: * Tick Hotel Inclusive if the package is part of a room rate and no extra money should be collected at the spa.

  • Enter a unique Package Code if you are linking this to a specific Hotel Rate.

  • Save: Click Save to confirm.

6. Build the Package (Items Tab)

This section determines what the guest receives and the total price of the package.

  • Fixed Items: Click + Add Items to add a specific experience (e.g. Afternoon Tea) and assign its price within the package.

  • Guest Selections: Click + Add Selection to give the guest a choice (e.g. "Choose one 55-minute treatment"). Add all eligible experiences to this list.

  • Save: Click Save to lock in the package structure and pricing.

7. Setup Package Availability

Navigate to the Availability tab to control when and how many packages can be sold.

  • Add Availability: Click + Add Availability and confirm the start date.

  • Booking Limits: Set the total number of these packages allowed per day of the week. You can set a lower Web Booking Limit to save space for phone bookings.

  • Capacity Bands: Click + Add Time Band. Select the relevant Start and End Times (arrival windows) for the package. You can add multiple arrival times if required.

  • Save: Click Save to commit.

Best practice

  • Enticing Content: Use the description field to highlight the value of the bundle (e.g. "Save 20% compared to individual bookings").

  • Selection Logic: When using the Add Selection feature, ensure all treatments in that list have similar durations to avoid scheduling gaps in the diary.

  • Availability Checks: If a package is not appearing online, check that your Booking Limits for that specific day are not set to zero.

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