Manage session packages
Manage session packages
A session package gives participants a fixed number of sessions they can book against one of your schedules. Use packages to offer something concrete — six coaching calls, a five-session intensive, monthly office hours — instead of open-ended availability.
Before you begin
- Connect your calendar so upcoach can check for conflicts when participants book
- Create a schedule first — packages need a schedule to draw their availability from. See Set up one-on-one booking
- The program must have the Events app installed
Open the Packages tab
Open the program where the package belongs and click the Events app in the sidebar. The page has three tabs: Upcoming, Past, and Packages. Open Packages.
Click Add Package in the top right to open the package editor.
Create a package
The New Package modal walks you through the package settings. The space name appears in the modal header so you know where the package will live.
Package Name
Give the package a name participants will see — for example, Monthly Coaching Package or Onboarding Calls.
Schedule
Pick the schedule that defines when sessions can be booked. The dropdown lists each schedule with its host and session duration. Select one to see a summary of its days and hours.
If you haven’t created a schedule yet, use the + Add Schedule link to open the schedule editor — your new schedule auto-selects when you return.
Number of Sessions
- Number of Sessions — Total sessions each participant can book in this program
- Max Number per Week — Optional weekly cap so a participant can’t book the entire package in one stretch
If you reduce the total later, participants who already booked more than the new limit keep their existing bookings, but new bookings beyond the limit are blocked.
Expiration Date
Click Click to add under Expiration Date to set when the package stops being bookable. After the date, slots stay visible but show as Expired and participants can’t book them. Leave it empty for no expiration.
Package Visibility
Choose who can see and book the package:
- All Space Members — Everyone in the program
- Sub-Groups — Only participants in the sub-groups you select
Switching from sub-groups back to All Space Members removes any restrictions you had set.
Feedback and reminders (advanced)
Click Show feedback and reminder settings to expand the optional section.
- Request feedback from participants — When on, participants get a feedback prompt after each session. Use Preview to see what they’ll fill in.
- Reminders — Add up to three reminders, each set as a number plus a unit (minutes, hours, days, or weeks) before the session. Reminders go out via the participant’s notification channels.
Click Create to save the package.
Edit the package details
Click a package card to open the package panel. From here you can edit the name, add a description, and attach a featured image, video, embed, or files — this is what participants see when they open the package before booking.
The panel’s Usage tab shows summary stats and a per-participant usage table:
- Booked / Total Slots — Booked sessions across all participants vs. total slots available
- Attended / Booked — Sessions actually attended out of those booked
- % of Total Usage — Booked sessions as a percentage of all available slots
The Client Usage table lists each participant with their booked count out of the per-participant limit and how many sessions they have left. Filter by Fully used or Not booked any to find participants who need a nudge.
Edit or delete a package
On the package card, click the three-dot menu to:
- Edit — Reopen the package settings modal to change the schedule, limits, visibility, reminders, or feedback
- Delete — Open the delete confirmation, which shows how many upcoming events and clients will be affected. Deleting cancels future bookings created from the package but keeps past events and reporting data
The card also surfaces a status badge when something is off — Fully Booked when no slots remain, No availability when the linked schedule is inactive or has no hours set, and Expired after the expiration date passes.
How participants see it
Participants open the Events app and switch to the Book a Call tab. Each package they have access to shows the host, duration, slots remaining, and a Book button that opens the booking calendar.