How Packages Work in Nexora

The problem a package solves

A package lets the business agree a fixed service allowance with a customer and follow how much has been used and how much remains. It keeps package use, related appointments and payment records together without treating every planned appointment as already used.

Who uses packages?

• The business owner and staff whose access allows it create and manage packages for customers.
• Customers can view their own package balance and related appointments, but they cannot create, change, renew or remove a package themselves.
• Businesses that work with repeated services or shared group plans can use weekly or monthly recurrence.

How a package works

The package in the catalogue describes the offer, including its service allowance and duration. When the business assigns it to a customer, Nexora creates that customer's own package record with total, used and remaining rights. Turning off the catalogue package controls whether that offer is available for new work; it does not mean every existing customer record is inactive.

A session means one use of the customer's package. It is understood from the package balance and package-linked appointments, rather than kept as a separate item. Completed appointments and Paid cancellation use a right. Waiting and Cancelled appointments do not reserve or reduce the balance.

A weekly or monthly repeat plan follows the time zone saved for the business. When the final right is used, Nexora can open the next package period if the business has suitable access at that time. If access is missing, the renewal can remain waiting until access returns.

Payment entries show amounts received and still due for the customer package. They do not collect money, issue a refund or move money between accounts.

Package rules

These rules describe the behavior the current product follows.

Real examples

• A customer starts with 8 rights. 3 Completed appointments leave 5 remaining.
• A Waiting appointment is linked to a package. The displayed balance stays the same until that appointment reaches a counted outcome.
• A package appointment is cancelled after an amount was received. It becomes Paid cancellation and uses one right.
• A repeat plan reaches zero remaining rights while the business has suitable access. Nexora can open the next weekly or monthly period.
• The business ends recurrence but keeps the current schedule. Existing Waiting appointments remain, while later package periods stop.
• The business closes the schedule. All Waiting appointments linked to that customer package are removed, while its record and payment history remain.

Limits to know

• There is no start date, end date or expiry date for a customer package. The purchase date records when it was added; it does not begin a validity window.
• A customer package cannot be frozen or transferred to another customer.
• There is no separate attendance or no-show outcome, so Nexora does not apply a package result from a separate no-show choice.
• Customers can view their package information but cannot manage, renew or remove it themselves.
• Balance correction is offered by the current business screens only for an active record with a positive remaining count.
• Payment entries are records for follow-up. They do not collect, refund or transfer money.

Cases that need extra attention

• A customer has 2 remaining rights and 4 Waiting appointments. All 4 can remain on the calendar because Waiting appointments do not reserve rights; only counted outcomes reduce the balance.
• A customer package is purchased on September 30, and an appointment is planned for October 2. The appointment is not rejected because the package has no expiry date.
• A customer has 2 active records for the same catalogue package. Appointment editing asks the business to choose; some plan preparation begins with the newest active record; a repeating group plan that expects one match can stop until the ambiguity is resolved.
• The catalogue package is turned off after it was assigned. It is no longer offered for new selection, while existing customer records are judged by their own remaining balance.
• A repeat plan reaches zero while suitable business access is missing. Renewal can wait and be tried when access returns.
• Choosing full removal after payments and completed work deletes the linked records and can change past and revenue views. It cannot be undone.

Frequently asked questions

Does a Waiting appointment use or reserve a package right?

No. Waiting appointments do not reserve or reduce the balance. Completed and Paid cancellation count as use; Cancelled does not.

Does a package expire after its purchase date?

No. The purchase date records when the customer package was added. Nexora does not keep a start date, end date or expiry date for it.

Can a package be frozen or moved to another customer?

No. The current product does not freeze a customer package or transfer it between customers.

What happens when a repeating package reaches zero?

A weekly or monthly plan can open its next period when the business has suitable access. If access is missing, renewal can remain waiting until access returns.

What is the difference between ending recurrence and closing the schedule?

Ending recurrence stops later periods and keeps Waiting appointments. Closing the schedule also removes all Waiting appointments linked to the current customer package.

What does the full removal choice delete?

It deletes the customer package, every linked appointment and its payment records. Past work and revenue views can change, and the action cannot be undone.

Does recording a payment use a package right?

No. Payment and use are followed separately. Only a Completed or Paid cancellation appointment counts as package use, and Nexora does not charge or refund money.

Which record is used when the customer has more than one active copy?

It depends on the task. Appointment editing asks the business to choose. Some plan preparation starts with the newest record, while a repeating group plan that expects one match can stop until the ambiguity is resolved.