How to Edit a Service Package

When the individual services that make up a bundle change in duration or cost, your package margins can silently slip into the red. Editing your packages to reflect current prices, discounts, and exact service quantities ensures your bundled offerings remain profitable and your overhead calculations are always perfectly accurate.

Step-by-Step Instructions

1. Navigate to the Menu, select Services, and then click on Packages.

2. Click on the specific package card that you want to edit. You will be taken directly to the edit package page.

3. To update package details: Change the overall price of the package or edit any discounts in the provided fields.

4. To add a service: Use the search field to find an existing service, enter the required quantity, and click the + (plus) symbol to add it to the package.

5. To change existing quantities: Adjust the quantity value directly on the attached service card within the package list.

6. To remove a service: Click the trash can icon on the specific service card to delete it from the package.

7. All changes to fields and numerical calculations are autosaved instantly as you work.

Reading Your Results

As you make edits, the package will automatically recalculate and display the updated total normal price, the combined total expenses, and the new estimated profit or loss margin for the package.

Applying This Data

Keeping your package details accurate provides real-time visibility into your combined expenses. This exact data empowers you to confidently make a necessary price adjustment to protect your margins when the underlying costs of your package change.

Frequently Asked Questions (FAQs)

Q: Do I need to click a save button after editing the package? 

A: No. Insightful Sums autosaves all changes made on the edit package page instantly. As you update quantities, prices, or add/remove services, your calculations update in real-time.

Q: Can I change how many of a specific service are included in the package? 

A: Yes. You can edit the number of services included by simply changing the quantity value directly on the service card within the package editor.