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A custom plan is a bundle you build for one specific client: a mix of treatments and retail products offered together at a bundle price you set. Use it when you want to give a particular client a tailored package, such as a course of treatments, a treatment-plus-aftercare bundle, or a one-off deal.
A custom plan’s bundle price bypasses your normal discounts. The price you set is the price the client pays. Membership discounts and other automatic reductions don’t apply on top of it. This keeps tailored pricing predictable.
When you create a custom plan, the client is notified to purchase it in your app. They buy it there like anything else in your catalog.

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Create a custom plan

You can start a custom plan two ways:
  • From a client profile: open the ⋮ More menu and choose Custom Plan. The Client is pre-selected for you.
  • From the Custom Plans page: start a new plan and pick the client yourself.
1

Open the custom plan builder

From the client’s profile choose More → Custom Plan, or open the Custom Plans page and start a new plan.
2

Choose the client

Set Client. If you started from a client’s profile this is already filled in and locked to that client.
3

Name and describe the plan

Give the plan a Plan Name the client will recognise, and add a Description explaining what’s included and why.
4

Add treatments and products

Add the Treatments for the plan, and any Retail Products. Set the quantity for each line, for example a course of three sessions.
5

Set the bundle price

Enter the Bundle Price the client will pay. As a reference, the builder shows the Retail total, the normal price of everything you’ve added, so you can see the value you’re offering.
6

Choose whether to award points

Turn on Award loyalty points if you want the client to earn points when they buy this plan.
7

Create and notify

Select Create & Notify. The plan is created and the client is notified to purchase it in your app. You’ll see a confirmation that the plan was created and the client notified.
The custom plan builder form

Screenshot: the custom plan builder showing Client, Plan Name, Description, the Treatments and Retail Products lines with quantities, and the Bundle Price with the Retail total reference.

The Retail total is only a reference to help you price. Set the Bundle Price below it to give the client a clear saving, or match it when the value is in the convenience of the bundle rather than a discount.

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Manage your custom plans

The Custom Plans page lists every plan you’ve created. Use it to track what’s been bought and to tidy up plans you no longer need.
  • Search for a plan by name.
  • Filter by status: choose Available, Purchased, or Removed.

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Statuses

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Actions

Each plan has actions depending on its status:
  • View details: open the plan to see what’s included.
  • Edit: change the plan. Available for Available plans only (once a plan is purchased, it’s locked).
  • Duplicate: copy the plan as the basis for a new one.
  • Resend: re-offer a plan. Available for Removed plans only.
  • Delete: remove the plan.
The Custom Plans management list

Screenshot: the Custom Plans list with the search box, the Available/Purchased/Removed status filter, and per-row actions.

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After the client buys the plan

Once a client buys a custom plan, the order becomes your delivery checklist.
  • Everything in the plan appears as its own fulfilment row on the order. Mark each row fulfilled as you deliver it, and undo a row if you tick it by mistake.
  • If the plan promises something that isn’t a catalog item, add a manual row to the order and track it the same way.
  • The client sees the same order with a read-only view of what has been delivered so far.

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One QR for the whole plan

The order carries one QR code that stays valid for the life of the plan. The client shows it at every visit. Scanning it checks them in and opens the order, so you can tick off what they’ve had while they’re standing there. See Check a client in. Check-in points are awarded once per day, so scanning the same QR twice doesn’t double-award.
Custom plans don’t mint a separate redeem QR for each session the way a standard reward does. The one order QR is the whole thing, and sessions are ticked off by your team on the order.

Back to the client profile

Start a custom plan from a client’s More menu.

Send an offer instead

For a discount rather than a bundle, send an offer.