How to sell session packages and know how many sessions each client has left
A session package is a multi-appointment treatment your client pays for upfront. In Proyecta you sell it on your page or in your studio, each appointment uses up one session, and you both see how many are left.
Alejandra runs a beauty studio in Ciudad del Carmen, and almost everything she sells is session packages: eight body-contouring sessions for $4,800 and six hydrating facials for $3,000. Clients paid her in cash or by bank transfer, and she tracked it all in a notebook, one page per client and one checkmark per session.
The notebook worked fine for clients who came every week, but got complicated with the ones who didn’t. Yadira works offshore, on a fourteen-days-on, fourteen-days-off rotation, and in September she came in with five body-contouring sessions still pending and a message: “Can you swap one for a facial? I have a wedding on Saturday.” Alejandra said yes. That night, notebook open, she didn’t know which line to put the checkmark on.
A treatment package raises more questions than a class package: how many sessions are left, which service they’re for, and what happens to the one she didn’t use. If the count lives on your page, all three have one single answer.
What is a session package?
It’s a fixed number of appointments for the same treatment that your client pays for upfront, usually at a better price than a single session. It lowers her price and commits her to finishing the treatment; for you, she pays before she ever sets foot in the studio.
At Alejandra’s studio, a single body-contouring session costs $750, and in a package it works out to $600. The difference from a class package is that each session is for one specific service and blocks your studio for one person only. A body-contouring session and a facial aren’t interchangeable, even though both are called a “session.”
How do you set up a facial treatment package on your page?
When you describe your studio to Proyecta, your packages show up with their name, price, and sessions. In your dashboard they’re under Credit packs, where you set the Pack name, Price, Credits included (which are the sessions), and the Description.
The field that matters most for a studio is Services included, the treatment that package pays for. Its sessions apply to that service, whatever it costs, and to no other. That’s why Alejandra set up two separate packages: the body-contouring package pays for body-contouring, and the facial package pays for facials. Yadira’s question already has an answer before she even asks it: the wedding facial gets charged separately or comes out of a facial package.
If your client buys and pays for it online on your page, the sessions are recorded under her name, tied to her email.
What if she pays for the package in cash, at your studio?
You grant it to her yourself from her profile, without charging her again. Under Customers, open her profile, and in the Packages section, tap Give package. Pick which one, and the page asks you to confirm with a line like: “You are giving Maricruz 6 sessions. Use this once they have paid you at your business.” No order gets created and no charge goes through, because she already handed you the money.
Only you, as the owner, see that button; your team sees what each client has. If Maricruz has no email on file, the page lets you know: “Package given. To book online with it, they need an email on their file.” With her email added, she can book her own sessions. And if Give package doesn’t show up for you, turn on a payment method under Settings › Payment methods; “Bank transfer or cash” is enough.
By the time Yadira used up the sessions from the notebook, Alejandra had already granted her next package right from her profile.
How does a session get deducted when your client books?
The moment she books the appointment. If she reserves on your page with her email, she picks the treatment, day, and time, and the button reads Book with a session, with no charge. When she’s done, she sees: “You used 1 session of your Facial package. You have 5 left.”
If she messages you on WhatsApp to book it for her, you open New appointment, pick the client and the Service, and the checkbox Use a session from their package shows up with what she has: “Facial package: 5 left.” It’s never checked by default, because you decide whether that appointment comes out of the package. It only shows up when you’re booking a single appointment, for one client and one service. If her last session got used in the meantime, you’ll see: “They have no sessions left. The appointment was not saved.”
Where do you see how many sessions each client has left?
On her profile, which you open from Customers or with Client file on her appointment in the calendar. The Packages section lists, package by package: “Facial package: 5 of 6 sessions,” and every appointment paid this way carries a Package tag in her history.
If she buys a second package before finishing the first one, you’ll see two lines, and sessions get deducted from the older one first. Every client with sessions shows up under Clients with a pack, below your packages. Your client sees her own under My bookings, in Available sessions, without having to ask you.
What happens to the session if she cancels or doesn’t show up?
There are three cases. If she cancels online within the window you set, the session goes back into her package. If you cancel, it always goes back, no matter the timing. If she doesn’t show and you mark it No-show, the session stays spent.
When she cancels from My bookings, the page tells her beforehand: “The session goes back to your pack.” In October, Yadira’s shift changed and she cancelled two days ahead, without having to message anyone. If she just reschedules with Change time, it’s still the same session.
For last-minute notices, you’re the one who decides. If you cancel the appointment, the page reminds you: “The session from their package goes back to their balance”; if you mark it No-show, it stays spent. Alejandra lets the first late notice per package slide, and counts the second one.
What doesn’t the page do with your treatments?
It counts sessions; it doesn’t keep the treatment record. It doesn’t store before-and-after photos, measurements, or how the skin is responding. Whatever you notice in the studio, you write it on the appointment with Add note, which only you and your team can see.
Sessions don’t expire on their own, either. If you want to give a package an expiration date, write it into its Description; enforcing it is on you.
How do I set this up for my studio?
Describe your business to Proyecta in your own words. Something like: “a page for my beauty studio in Ciudad del Carmen, with body-contouring, facials, and waxing listed with their price and duration, an 8-session body-contouring package and a 6-session facial package that can be paid online or in the studio, and online booking”.
Before you sell your next session package, open the notebook and count, client by client, the sessions you’ve already been paid for but haven’t delivered yet. Multiply them by what each one cost. For Alejandra, that came out to 31 sessions and $17,400, studio hours already sold that her schedule has to hold for her. Get started at proyecta.dev.