Go to Settings > Templates > Self-Booking Packages > New Package
Click here to go to this page.
Enter your package title, add an image, set the duration, and workflow, then add your invoice line items to the package. You have the option to select a specialty or contract. To attach a contract to this package. Click on the dropdown, and choose a contract that you've previously created in Templates > Contracts.
Click here to learn how to add a contract to your Bloom account.
You can create and save new items by clicking the new item button.
You can always edit or delete any items you've added by clicking the three dots to the right of each item.
You can choose to offer Add-ons. You can search for already created invoice items or add new items.
If you require your clients to pay a deposit in order to book, Click the options dropdown under Payment method and click Add A Deposit.
Set the deposit amount, the final due date, and the charge method.
If you set the charge method to "Auto-Charge," your client's card info will be saved when they pay the deposit, and Bloom will automatically charge their card on the final due date.
If you set the charge method to "Manual- Charge," it will be up to your clients to pay the invoice on time.
You can select the payment methods you wish to accept. ACH payments are only available if you have connected Stripe as your default payment processor.
You can disable all payment methods, which will enable your clients to book you without making a payment.
Once you have completed all these steps, click save. Your package is now saved and ready to be added to an instant booking form.