Packages
Packages are a great way for you to create additional revenue. Some examples of packages are a Discovery Call, Initial Consultation, Block of Design Time, Designer for a Day, Gift Certificates, Shop-a-Room, and more!
Watch our most recent webinar on packages:
How to add a Package?
Go to your Packages tab and click "+ Add Package" in the top right corner.
Create a Package Name and add a category then click "Save."
Create a category
Click in the category field When you are creating a package or in a package. Then start typing what you'd like for the category to be. It will then show the option to create the category, and when you select it it will create the category for you to use moving forward.
Categories will show in the upper right-hand corner of your Studio's landing login page for easily shoppable packages for current clients.
What's included in a package?
Info:
Add a price to your package, create a description for clients to see before and after they purchase the package, link to related packages, or upload a feature and teaser images.
***Important: To be able to add a price to a package and charge before they can access the information, you will need to have Stripe set up in your Studio Settings.***
Package Images: Use images to help bring attention to your packages, and show off your work! You can use the images to give more details about the package and what to expect that you want to bring attention to.
Pro tip: For the primary image we recommend keeping any text towards the center. Most times the feature image will be seen as a square image and if you have text on the outer edges it may be cut off on different screen sizes.
To add images select "Upload Images" on the right hand side. This will show a pop up and allow you to pull images from your media gallery, drag and drop images, paste a image address from a public website, or browse from your computer files.
Be sure to select "Upload" at the bottom right to finalize the upload.
Features: You are able to turn on and off specific features that you may not need for certain packages.
*** Toggle to the Left = Off / Toggle to the Right = On ***
You will also notice the tab is not listed on the left navigation menu if the feature is turned off.
These Features include:
Appointments
Files & Media
Design Boards
Questionnaires
Description: This section is where you will want to put information about the package. This will show before they add the package to their cart and helps set the expectation of what they are signing up for.
Post Purchase Info: After your client signs up for a package it turns into a project. This information will show on the overview tab inside that project. This is a great place to let clients know what you need from them next.
Related Packages: Have packages that would sell great together or may be a good option as an alternative? Wonderful! You can show related packages just below the package image.
CRM Information: Automatically assign a client type through purchases made through your store front. Whether they be a Lead, Qualified lead, Past client, or Current client.
Email & Agreement:
You are able to have a pre-purchase agreement that the client can read before paying for the package. They will check mark that they have read the terms before they will be able to finalize signing up for the package. This will turn into a signed contract once the client has finished signing up for the package.
The post purchase email is a nice way to customize a small thank you note and next steps for your clients that will automatically be sent to your client after they have signed up for the package.
If these options are check marked it will pull from your studio settings pre-purchase agreement and post purchase email.
If you uncheck this option you will be able to customize these for this specific package and it not effect other packages.
Questionnaires:
You can easily let your clients fill out questionnaires directly in your studio by embedding your questionnaires from a different software. Mydoma Studio works with Google Forms, JotForm, TypeForm, and Survey Monkey. If you'd like to embed another software please email us info@mydomastudio.com.
Learn more about Questionnaires
Appointments:
You can easily let your clients book appointments directly in your studio by embedding your calendar software. Mydoma Studio works with Calendly, Acuity, Google. If you'd like to embed another software please email us info@mydomastudio.com.
Products & Services:
Add products, services, and custom product combinations in the form of Views to help manage project quantities, markups, and discounts.
Files & Media:
Create shareable folders that can be just about anything from files to embed code to a video URL. Files need to be saved as a pdf, doc, docx, skp, xls, xlsx, dwg, numbers, zip, jpg, jpeg, png, gif, webp file. You can have as many or as few groups as you like. You can upload multiple files to a file group, too.
Design Boards:
Create multiple dynamic moodboards with products, images, and text to visualize a package and its inspiration.
How to Publish and Share a Package
To publish a package, you'll check the box marked "Published." This will allow your package to be shared via social media, through your website, and on your Studio landing page!
If you also check "Unlisted" your package will be published but only those you choose to share the link with will have access to the package - great for family and friends or custom packages.
The easiest way to see if a package is purchase is to look at the globe icon in the bottom right-hand corner. If there's a slash through it, the package is not published.
To share a package to social media or with a client, you'll want to grab the Store Page URL by hitting "Copy." Simply paste and your clients or followers will be able to click on the link to view and purchase the package!
What will the client see?
Once the client clicks "Purchase" they'll be asked to put in their payment information. **Important Note** If your client already has a login to your Studio, they will need to login first. If they do not already have a profile within your Studio, this will allow them to create one to access their package(s).
Once they approve the terms and confirm payment, they'll see your Post Purchase information along with any additional items you've added into the Package such as Appointments, Questionnaires, etc.
How to Archive a Package
Click the three vertical dots next to the Package you'd like to archive and click "Archive."
How to Unarchive a Package
Check the box marked "Archived" in the Search/Filter bar of the packages menu. Click the three vertical dots next to the Package you'd like to unarchive and click "Unarchive."
How to Save a Package Template
Click the three vertical dots next to the Package you'd like to archive and click "Save package as a template."
If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.
Happy designing!