Packages and credits

    Sell ten sessions in one payment

    List a session pack at your bundle price, sell it up front on your booking page, and stop collecting one session at a time. The count you and the client both read comes from the booking history on their record.

    14 days of Pro free, no card and no call. After that $19 a month flat, one price for the whole practice, or stay on the free tier.

    Sarah Bennett

    12-session pack bought 14 Jun · Paid in full at booking

    Pack expires 12 Sep, stated in the description

    12-session pack

    7 of 12 used

    Deducted automatically when a session is completed.

    Session history

    1. Session 7, follow up

      14 Aug 2026

      Right shoulder abduction to 150 degrees, up from 130. Pain 3 of 10 at end range. Progressed to band external rotation, 3 sets of 12. Home plan updated.

      Dr A. WhitfieldPain 3/10ROM 150 deg

    2. Session 6, follow up

      07 Aug 2026

      Reported soreness for a day after last session. Reduced load, held the same plan. Advised on desk setup and a two hourly movement break.

      Dr A. Whitfield

    3. Initial assessment

      24 Jul 2026

      Six weeks of right shoulder pain, no trauma. Painful arc present. Impingement suspected, no red flags. Twelve session plan agreed.

      Dr A. WhitfieldIntake form signed

    Consent captured at intake. Export or erase this record in one action, with every change logged.

    Seven sessions on the record, each with its date. The count is a list you can both read, not a number you carry.

    The honest version of a package feature: sold up front in one payment, drawn down against booking history. An automatic credit ledger with expiry is on the roadmap and is labelled below, not implied here.

    Sample data. Made-up names and a made-up week, not a customer.

    What you use today

    Today a package is a promise tracked in a spreadsheet

    Money arrives in parts, the balance lives in a sheet that is three sessions out of date, and the client always wins the argument about how many are left because you cannot show the sessions.

    3 to 5

    Payments per 10-session pack

    2, disagreeing

    Sources of truth for the balance

    few

    Won by you, of those arguments

    Prepayment is the whole commercial point of a package. Collected in parts, it is just a discount with extra chasing.

    How it works

    Step 1

    List the pack at your price

    An 8, 10 or 12 session bundle at your bundle price, on your booking page next to your single sessions. The expiry you honour goes in the description, in writing.

    Step 2

    Sold up front, one payment

    The client pays the whole pack at purchase by card, or by UPI in India, through your own account. No instalments to chase, no screenshots to match.

    Step 3

    Drawn down on the record

    Every session they book lands on their record with its date. The remaining count is booking history you can both read, not a number in your head.

    Competitor reality

    Packages are the weakest feature row in this market

    Across the scheduling tools and practice suites we surveyed, no vendor does prepaid session packs properly for small service businesses. The patterns below repeat across the category.

    Zoho Bookings

    Published
    Their price, their terms
    A genuinely free tier for one user with calendar sync and reminders, then Basic and Premium per user, monthly or annual. Local-currency figures were not published on the pricing page we read.
    Where it falls short for you
    Excellent scheduling, no commercial layer for packs. A ten-session bundle has nowhere to exist, so the spreadsheet survives the purchase.

    Source: zoho.com/bookings pricing, read 4 August 2026.

    Per-seat scheduling tools

    Category pattern
    Their price, their terms
    Calendly, Acuity, Setmore and similar tools price per user and centre on single appointments, with packages either absent or bolted on through a separate payments product.
    Where it falls short for you
    Prepaid multi-session packs with a running count against a named client are not what these tools are built to do, so the tally goes back into your head or your spreadsheet.

    Source: The vendors' own published pricing and feature pages.

    Clinical practice suites

    Category pattern
    Their price, their terms
    Per-practitioner clinic and EMR suites are priced and designed around clinical visits, often with appointment caps per tier.
    Where it falls short for you
    Treatment-course packs fit awkwardly into a visit-based EMR, and a trainer or tutor selling session packs is simply not the customer.

    Source: The vendors' own published pricing pages.

    Every figure above is what the vendor themselves publish, or is marked as coming from a third party, and the vendors named are the ones a practice like yours would actually shortlist. Much of this category quotes per seat and bills the year upfront, so compare the cash you hand over on day one, not the sticker. Research recorded 4 August 2026. Prices move. Check the vendor's own page before you decide, and if their tool fits you better, buy theirs.

    What you are probably thinking

    Is there a real credit ledger with automatic deduction?

    Not yet, and we will not pretend. Today a package is a prepaid bundle; the remaining count is read from booking history on the client's record, which both of you can see. The ledger with automatic deduction and an expiry clock is on the roadmap below.

    How do expiry dates work?

    You state the expiry in the pack's description, in writing on the page the client bought from. Enforcement is a conversation backed by a document instead of a memory. An automated expiry countdown is not built.

    Can a client split a pack payment?

    No. A pack is one payment at purchase, which is deliberate: collected in parts it stops being prepayment and turns back into chasing. If a client cannot prepay, sell them single sessions.

    What about monthly memberships?

    Not built. There is no recurring billing. A monthly arrangement today means the client books and pays a listed service or pack each month themselves. If auto-renewing memberships are the core of your model, we are not ready for you yet.

    The packages roadmap, named plainly

    Shipped today: bundles listed, sold up front, counted on the record. Not shipped:

    • A per-client credit ledger with an opening balance and automatic deduction on each booking.
    • An expiry clock and an expiring-soon list.
    • Remaining-session count shown at the moment of booking.
    • Recurring memberships and auto-renewing subscriptions.

    Get paid before the first session

    List one pack tonight at your bundle price and see what up-front payment does to your month. If prepaid packs do not fit how your clients buy, the single-session flow costs you nothing to keep using.

    What you are risking on Pro

    14 days free, no card. After that $19 a month flat. Billed monthly, so the most you can ever be out of pocket is one month.

    Cancel yourself in the app. No retention call, no email chain, no notice period. One-click full export is being built now. Until it lands, ask us and we send you every record we hold, in a format you can open.

    Subscription fees are not refundable, so if you are unsure, stay on monthly rather than prepaying the year. Cancelling stops the next charge and your plan runs to the end of the period you paid for.

    Being straight about the limit: the 14-Day Move Guarantee, where we move your records for you or your next three months are free, is on Business, not Pro. On Pro you do the import yourself.

    Written up per trade

    Who this is for, in their own words

    The same product, described in the vocabulary of each trade, with an honest list of what is built for it and what is not.