Create a package

Packages are the reusable bundles of care you assign to clients. To build one:

1. Go to Services → Packages and click Create Package.
2. Give it a Name (e.g. "Full Birth Support") and an optional description.
3. Set the Price (USD) — the total the client pays for the package.
4. Optionally set a Deposit Percentage — the share of the price you collect up front when you invoice. (See Set a deposit on a package.)
5. Add the appointment types this package includes, with a quantity for each — e.g. 2 prenatal visits, 1 birth, 1 postpartum. (See Add appointment types to a package.)
6. Add any Tags to keep your packages organized.
7. Click Create Package.

The package is now ready to assign to clients — from a client's profile, or on Step 2 of the New Client wizard.