Create and set up a package
Last updated: August 5, 2026
This article shows how to create a package from start to finish: basic settings, contents, requirements, pricing, and start dates. A package bundles a program with accommodation, add-ons, and fees at one price.
What it is
A package is a bundle you sell at a single price. You build it under Inventory > Packages, add its contents, then set the rules for who can buy it, how much it costs, and when it runs.
Why it matters
- One clear price for the whole bundle.
- Faster, more consistent proposals.
- Full control over who sees it and when it is valid.
Step 1 — Create the package
- At the top left, switch to Inventory.
- Click Packages, then choose the school/campus from the dropdown.
- Click New Package.
- Fill in:
Step 2 — Add the contents
- Open Add Package Contents.
- Click Add New option and fill in:
Step 3 — Set requirements and conditions
Required:
- Nationality (defaults to all)
- Age (minimum and maximum)
- Student current location (onshore, offshore, or does not matter)
Optional:
- Minimum and maximum duration
- English level
- Agent notes — free text for the selling agents, for tips, conditions, or restrictions
Step 4 — Set pricing
Choose a pricing model (same as standalone products):
- Simple, Flexible, or Fixed.
- You can save the price as a template to reuse it.
- Supplemental fees — mandatory fees that are not included in the package price and are charged separately on top (for example government taxes or mandatory student services).
Step 5 — Set start dates and validity
Choose how start dates work:
- Use School Calendar
- Use start date set in each offering
- Enter custom start dates
Then set the valid time frame:
- By booking made — valid based on when the booking is made.
- By start date — valid based on the program start date.
Finally, turn on Visibility to make the package live.
Tips and common issues
- Skip accommodation if the package does not include a stay.
- Use Agent notes to pass conditions to the selling agent without showing them to the student.
- Remember supplemental fees are charged on top of the package price, so students should be told about them.