How do I Edit a Package?

How do I Edit a Package?

Learning Objectives

At the end of this lesson you will know…  

  1. What to check before editing a package

  2. What you can edit on a package that’s being used


About Packages 

Packages are made up of components, or package items. There are four types of package items that can be added to packages: Combo Products, Hotel Rooms, Meeting Rooms and Other. You can find information on these types of package items here

And as you know, only the Thynk admin can create new and edit packages for the sales team to use on their bookings. 

So you understand what happens when the sales team adds a package to a booking… 

  • To add a package to a booking, they will first create their booking and then  add a package to it. 

  • They can also make certain changes to their packages depending on what type of package you have built for them (standard, custom, single-day or multi-day).  

    • As an example, a property may have a Full Day Meeting Package. When this is added to a specific booking, the property decides to discount the package and add some additional components. The sales executive can update the booking package and add additional booking package Items to make these changes. 



Only Thynk Admins can edit packages.

The sales team can make some changes to booking packages, as they work with their bookings.  These will, however, never be applied to the actual package which is built and maintained by the Thynk admin. The changes made by the sales team will only be relevant to the single booking. 

Editing a Package

If you are asked by leadership to edit a package that’s being used, you cannot make changes to the package, because you would be affecting the data attached to those bookings. You will need to copy it and then make edits to the copied package. 

  1. At the Home Page, go to the ‘Packages’ tab. Click to view ‘All’ packages

  1. Find the package you need to edit and click into it.

  2. Before making any changes, check that this package isn’t being used by any bookings.  To do this, on the package screen, scroll all the way down to the bottom to see ‘Booking Packages’. If there is a (0) next to it, this means this package isn’t being used by any bookings. If it’s not being used by any bookings, you can make any edits by clicking on the pencil icon and making the changes. 

  3. However, if this package item is being used for a booking, you should NOT edit it, because it will update all the bookings as well, causing issues with your data.

  1. Instead, you will clone the package, by clicking on the ‘Clone’ button on the top right

  1. Enter the new name adding ‘clone’ so you can find it to edit easily: Example: Bed and Breakfast Clone.  Click on ‘Save’.

  2. Open the new cloned package (go back to the Packages tab up top and click on the arrow. It will appear on the top of the list, click on it).

  3. Here, you can make the edits you need.  Change the name of the package to the new name and remove the ‘clone’ word. To remove a package item, point your cursor on the package item to highlight it and to the right, click on the down arrow and click on ‘Delete’ and you get a message asking: “Are you sure you wish to delete this item?”

  4. To edit something (e.g. price, timings etc).  Rest your cursor on the package item and on the right, click on the down arrow and ‘edit’. 

  1. Make the edits and lastly ‘Save’.  Refresh your browser to see the changes you made on the package.


Best Practices for Editing Packages

  • Always check that the package is not being used in a booking before making edits. You will get used to cloning the package first, renaming it and making changes to the package.  

  • If there aren’t any bookings associated with this package, you can make the changes. 

Resources

  1. Standard vs custom packages - Knowledge Base article

  2. How to add a package to a booking - Knowledge Base article

  3. As Thynk Admin, how to create a package? - - Knowledge Base article


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