> For the complete documentation index, see [llms.txt](https://docs.podplay.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.podplay.app/play-passes/create-and-manage-package-templates.md). # Create and Manage Package Templates Package templates define what passes (benefits) Customers receive with a membership package, such as reservation credits, event sign-up allowances, or guest passes. Staff build templates here, then link them to memberships in membership settings. This page is also where you review which memberships use each template and open tools to update or regrant packages when your club’s benefits change. Use this area when you need to set up a new benefit bundle, adjust pass counts or types, or understand how templates connect to memberships before running a bulk grant. **PLEASE NOTE:** Who can open **Package Templates** depends on your account. PodPlay admins and facility owners can access this page. If you are an owner and do not see **Package Templates**, your club may need a product option turned on—contact your PodPlay CSM. ### Open the Package Templates page * Sign in to the Dashboard * Navigate to **Package Templates** in the Dashboard \[SCREENSHOT NEEDED: Dashboard navigation showing Package Templates entry] * Review the table of templates: **Name**, **Items** (pass summary), **Duration Days**, memberships in use, and **Created Date** * If your club uses standalone packages, you will also see a **Standalone** tab where standalone package templates are listed separately \[SCREENSHOT NEEDED: Package Templates table showing Membership tab with Name, Items, Duration Days, and Memberships columns, and Standalone tab visible in the tab bar] ### Create a new package template * On **Package Templates**, click **Package Template** (the button with the plus icon) * In the drawer, confirm the title reads **Create a Package Template** \[SCREENSHOT NEEDED: Empty create drawer with Details and Passes sections] * Under **Details**, enter **Display Name** and **Display Name Plural** * Enter **Expires in (days)** — the number of days passes remain valid after a Customer receives this package (for membership grants, counting starts when the package is granted) \[SCREENSHOT NEEDED: Details section showing display names and expires-in-days field] * Under **Passes**, click **Pass** to add each benefit row * For each pass, choose the pass type (for example **Reservation Pass**, **Play Pass**, or **Guest Pass**), quantities, and any limits your club uses in the pass editor * Use the drag handle on the left of a row to reorder passes if display order matters **PLEASE NOTE:** **Virtual credits** and **Replay credits** rows are available on **Standalone** package templates only, not on membership package templates. To include wallet value in a membership benefit, use a Standalone package template instead—see [Standalone Packages](/play-passes/standalone-packages.md). \[SCREENSHOT NEEDED: Passes list with drag handles and Add Pass button] * Click **Create** to save * After saving, connect this template to the right membership in membership settings if it should apply to subscribers (the template appears under memberships that use it once connected) ### Edit an existing package template * On **Package Templates**, click the template **Name** (link) to open **Manage Package Template** * Change **Details** or **Passes** as needed * Click **Update** \[SCREENSHOT NEEDED: Manage Package Template drawer footer showing the ⋯ actions button on the left (containing Archive and Delete) and the Update button on the right] If the template is already linked to one or more memberships, saving an **Update** may open **Confirm Package Updates** so you can choose when Customers get the revised package. See [Choose How Package Template Updates Apply to Memberships](/play-passes/membership-packages/choose-how-package-template-updates-apply-to-memberships.md). If there are no changes since you opened the drawer, you will see a message that there is nothing new to save. * For selling packages without a Membership (**Standalone**), see [Standalone Packages](/play-passes/standalone-packages.md). ### Regrant and activity on a template * **Regrant this package** (under **Passes** when available) runs the bulk grant flow for saved templates. You must save any edits first. For step-by-step instructions, see [Grant a Package Template to Membership Subscribers](/play-passes/membership-packages/grant-a-package-template-to-membership-subscribers.md). * Scroll to **Activity Log** at the bottom of the template drawer to see a read-only history of changes for that template \[SCREENSHOT NEEDED: Activity Log panel at bottom of package template drawer] ### Archive a template Archiving is a reversible way to retire a template without permanently deleting it. An archived template cannot be granted to membership subscribers or standalone customers, and it is hidden from the packages page and all pickers. * Open **Manage Package Template** for the template you want to archive * Click the **⋯** (actions) button in the drawer footer, then select **Archive** If **Archive** is greyed out, the template is still linked to at least one membership — unlink it from all memberships first, then try again. \[SCREENSHOT NEEDED: Manage Package Template drawer footer with the ⋯ menu open showing Archive and Delete options] To restore an archived template, open it from the **Package Templates** board (enable **Show archived** in Filters first), then open the **⋯** menu and click **Unarchive**. ### Show archived templates Archived templates are hidden from the list by default. * On **Package Templates**, expand **Filters** * Toggle **Show archived** on — archived templates appear in the list with an **Archived** tag ### Delete a template * Open **Manage Package Template** for the template you want to remove * Click the **⋯** (actions) button in the drawer footer, select **Delete**, and confirm If **Delete** is greyed out, the template is still linked to at least one membership — remove or change the membership’s package template setting first, then try again. ### Tips * Keep **Display Name** wording consistent with what Customers see in emails and the app where package names appear * Before large changes to passes, confirm which memberships use the template in the **Memberships** column on the main table * After updating a template tied to active members, use the confirmation modal options or a targeted regrant so you know exactly when new benefits apply --- # Agent Instructions This documentation is published with GitBook. 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